Connecting banking data – Help Center

Connect your company’s bank accounts to share bank account balances with your investors/partners. This provides deeper insights that are key to many due diligence processes like proof of cash analysis.

If you are unsure if your investor requires banking data, please reach out to them directly to inquire.

Before You Start

You'll need:

Online banking access to your company’s bank account

Note: We use Plaid, a secure banking connection service trusted by thousands of financial apps.

How to Connect Banking Data

Log into Verified Metrics

If you haven’t connected any accounting data yet, on the Dashboard page, click “Link your bank accounts”

Or, you can navigate to Data Connection

Click the "Connect Data Source" button and select Bank Business Account

A secure Plaid connection window will open

Search for Your Bank

Type your bank name

Select your bank from the list

Enter Your Banking Credentials

Enter your online banking username and password

Complete any two-factor authentication required by your bank

Select Accounts

Choose which bank accounts to connect

We recommend connecting all business accounts for complete visibility

Authorize Access

Confirm Connection - your banking data source will appear in the Data Sources page with a “Connected” status badge. This means that your accounts were successfully connected and their account names, balances, currency, and the last 4 digits of account numbers are share with your investors/partners.

Troubleshooting

Bank not listed

If you can't find your bank:

Search for "online banking" or your bank's parent company

If you still cannot find your bank, contact support@verifiedmetrics.com for further assistance

Managing banking data sources

For additional information on how to:

Connect additional accounts to an existing bank business account

Reconnect a disconnected bank business account

Request a disconnection of a bank business account

Please refer to: Managing banking data