Connect your bank

WizeBooks connects to more than 12,000 banks and card issuers through Plaid. Once an account is connected, new transactions come in on their own several times a day.

Connect an account

1. Go to Accounts (under Overview in the menu).
2. Choose Connect a bank at the top of the page, or the Connect a bank or card account tile.
3. Sign in to your bank in the window that opens, and choose the accounts to bring in.
4. Choose where each account's transactions go. If the account isn't in your chart of accounts yet, you can create it right there.

New transactions land in Unposted on the Accounts page, ready for you to review.

No bank connection? Upload a statement

Use the Upload statements button (the arrow) on the Accounts page to bring in a PDF or CSV statement instead. WizeBooks reads the transactions and skips any it already has.

If a connection stops working

See My bank connection needs a login.