Connect a business bank account or card through Plaid to bring transaction activity into Moxie expenses.
Connect a bank
Select Plaid and choose Connect.
Complete Plaid's secure institution sign-in flow.
Select the eligible accounts you want Moxie to use.
Return to Moxie and allow initial transactions time to import.
Accounting integrations are grouped in Settings → Apps & integrations → Accounting.
Trial workspaces must convert to a paid plan before linking a bank. Starter supports one bank connection; higher plans support additional connections. Removing a bank also removes its linked imported transactions, so review the confirmation carefully.
For the complete current workflow, see Connect bank and accounting data.