Plaid Integration

Connect your bank accounts via Plaid and import daily transactions to match against your POS sales automatically.

Start Free Trial — Connect Plaid

What Syncs with Plaid

Bank transactions imported daily

Account balances tracked in real time

Transactions matched against POS deposits

Multiple bank accounts supported

Secure read-only bank connection via Plaid

Works alongside your accounting software sync

How SalesToBooks Works with Plaid

1

Sign up for free

Create your SalesToBooks account. No credit card required.

2

Connect Plaid

Authorize SalesToBooks to post journal entries. Takes 30 seconds.

3

Connect your POS system

Link the other side of your integration. Another 30 seconds.

4

Map your categories

Tell us which POS categories map to which accounting accounts.

5

Done — syncs daily

Every morning, your sales sync automatically. Zero manual work.

Proactive Support

We find problems before you do.

Most tools make you submit a ticket and wait. SalesToBooks monitors every sync in real-time.

2:34 AM

Error Detected

Sync issue found automatically — even while you sleep.

2:34 AM

Ticket Created

Full error context logged. No manual reporting needed.

2:35 AM

Developer Assigned

A real developer investigates the root cause.

3:12 AM

Fix Deployed & Emailed

You get an email with the fix — before you knew there was a problem.

Every failed sync creates a ticket automatically

A developer is assigned within minutes

You get notified with the fix, not the problem

Real humans. Real developers. Not a chatbot.

"You're not customer #15,001 in a queue. You're a restaurant we're personally committed to keeping running."

Start syncing with Plaid in 5 minutes

30-day free trial. $10/mo per connection after that.

Start Your Free 30-Day Trial
Start Free Trial — $10/mo