Plaid

Overview

Connect your corporate cards and bank accounts through Plaid to automatically import transactions into Eloope Expense. Eliminate manual receipt entry by pulling real-time transaction data directly from your financial institutions.

How it works

Plaid Link lets your employees securely connect their corporate cards or bank accounts. Eloope then pulls transaction data — including merchant names, amounts, dates, and categories — directly into the expense workflow for review and submission.

Features

• Auto-import transactions from corporate cards
• Support for thousands of financial institutions
• Real-time and historical transaction sync
• Merchant name and category detection
• Multi-currency transaction support
• Secure webhook-based transaction updates
• Bank account balance visibility

Configure

1. 1.Navigate to Admin Settings > Integrations in your Eloope Expense dashboard.
2. 2.Click "Connect" on the Plaid integration card.
3. 3.Use the Plaid Link widget to securely connect a bank or card account.
4. 4.Select which accounts to import transactions from.
5. 5.Configure auto-import preferences (frequency, date range, pending transactions).

Note: Plaid supports thousands of financial institutions across the US, Canada, and UK. Transactions are fetched securely without storing banking credentials.

Find more information on connecting Plaid with Eloope here.