Bank Connectivity
Procomm 360 connects business bank accounts for companies in your area using secure, bank-grade connections — automatic transaction syncing, reconciliation, and live cash flow visibility, so your books match your bank without manual entry.
Also known as bank feeds, bank account integration, financial data connections — same service, whatever you call it.
How It Works
Secure Bank Link
You connect your accounts through Plaid — bank-grade encryption, read-only access, and your credentials are never stored by us.
Automatic Syncing
Every deposit, withdrawal, and card charge flows into your books automatically. No downloads, no manual entry.
Smart Categorization
Categorization rules learn how your business codes expenses, so transactions land in the right place on their own.
Continuous Reconciliation
Your books match your bank continuously instead of piling up — reconciliation happens in the background, not at month end.
What's Included
- Plaid-powered secure connections
- 12,000+ supported U.S. banks
- Automatic transaction syncing
- Rule-based categorization
- Multi-account cash flow view
- Read-only, bank-grade security
Bank Connectivity FAQs
How does bank connectivity work?
We link your business bank accounts through Plaid — the same secure connection technology used by major financial apps. Transactions sync automatically into your accounting and dashboards, no manual downloads or data entry.
Is connecting my bank account safe?
Yes. Connections use bank-grade encryption and read-only access — we can see transactions to sync them, but nothing and no one can move money through the connection. Your banking credentials are never stored by us.
Which banks are supported?
Plaid supports over 12,000 U.S. banks and credit unions, including all major national banks and most regional and local institutions. If you can log into online banking, you can almost certainly connect.
What does automatic transaction syncing do for me?
Every deposit, withdrawal, and card charge flows into your books automatically and gets categorized by rules we set up. Reconciliation that took hours a month happens continuously in the background.
Can I see cash flow across multiple accounts?
Yes — connect checking, savings, and credit card accounts across multiple banks and see combined balances and cash flow in one live view.
How do I get started?
Setup takes minutes — you securely log into your bank once, and syncing starts immediately. Call (866) 405-5838 and we'll walk you through it.
Ready to Get Started with Bank Connectivity?
Free quotes within 24 hours. No pressure, no hidden fees.