In our upcoming webinar, watch a live demo for synchronizing bank account transactions with an ERPNext instance for reconciling financial entries using Plaid integration.
Join us at 10:30 AM EDT or 8 PM IST on 23rd March 2022 for an interactive session with @Kundendu_Singh and @rijulchaturvedi .
Click here to register now
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@Kundendu_Singh Please double check your appointment system. The US is switching to Daylight Savings Time this weekend so the GMT offset will be 1 hour different.
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A question came up in the Webinar regarding Credit Card accounts. I looked for a definitive answer and couldn’t find it. But the Plaid website does say “Personal loans and credit cards” on this page. I think, but can’t confirm, that if you have credit cards associated with a Plaid-supported bank, then you can pull in those transactions.
For example, in the demo we saw Wells Fargo and they showed a Checking account and a Savings account. If they also had a Visa or Mastercard credit account associated with that bank account they should be able to see the transactions.
Similarly, if you had a credit card at Wells Fargo but it wasn’t associated with the first account that you set up in Plaid, you could go back in and set up a second bank account and use the credentials for that account. The data would then come in 2 separate pulls. The first would have Checking and Savings and the second would have the credit card.
Again, I am pretty sure that is how it works but can’t point to firm documentation. And of course, if you have a credit card that isn’t supported by Plaid you won’t be able to pull.
We have seen Plaid grow over the last few years. Here is a link to their current coverage.
Lastly, Plaid is not the only source. In Europe there are several options including one that we are watching called “Saltedge” that I think operates in a similar fashion.
Thanks @rijulchaturvedi and @Kundendu_Singh for a great webinar.
The recording for the webinar is ready! 
You can click here to watch it!
The only way to confirm anything is testing it out.
Anyway thanks for putting it out there!