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Chapter 06 · Integrations

Banking Integrations

You can use Prune by connecting directly to your banking data through Plaid. We never store any of your credentials and have read-only access. More than 9,000 banks & credit cards are supported including: Brex, Mercury, Ramp, Chase, Wells Fargo, American Express, etc.

Data Flow

Prune integrates with Plaid to sync over your bank and credit card transactions to Prune once the transactions are posted. It’s a one-way sync from banks/credit cards to Prune.

Getting Started

To connect your bank/credit card account(s) to Prune, follow these steps:

  1. Go to the Accounts page.
  2. Click “ + Add Accounts” and then click “ Connect banks with Plaid”
  3. Search for your bank/credit card.
  4. Log in to your bank/credit card
  5. Repeat the process if you have more bank/credit card accounts to add.