Connect your bank accounts for automatic, recurring transaction imports using the Plaid API. Once connected, Wilson pulls new transactions daily without manual CSV exports. Supports checking, savings, and credit card accounts from thousands of financial institutions.
Note: Plaid integration requires a Wilson Pro license.
Wilson Tools Used
transaction_search
— verify imported transactions and check for duplicates
categorize
— auto-categorize newly synced transactions
Workflow
Verify the user has a valid Wilson Pro license.
Launch the Plaid Link flow to connect a bank account:
User selects their financial institution
User authenticates with their bank credentials
User selects which accounts to sync
Store the Plaid access token securely in the local database.
Perform an initial sync to pull the last 30 days of transactions.
Deduplicate against any previously imported transactions.
Run
categorize
on newly synced transactions.
Report sync results: new transactions, duplicates skipped, accounts connected.
Set up daily automatic sync (runs on next Wilson session start).
Without Wilson
If you don't have Wilson Pro or prefer manual imports, here are alternatives for each major bank: