Connect your bank securely with Plaid
Northline uses Plaid so you can securely link accounts, view balances, and organize transactions without sharing your bank password directly with Northline.
Operating model
Connected cash visibility with read-only insights
Institution-ready
Structured surfaces, approval-aware copy, and balance-first hierarchy.
Customer signal
Built to validate account connection, cash review, and transaction intelligence.
No bank passwords stored
Your bank login credentials are handled through Plaid. Northline does not store your bank username or password.
Permission-based access
You choose which institution to connect and can remove access when needed.
Encrypted data flow
Bank connection data is transmitted through secure, encrypted systems.
Built for visibility first
Northline focuses on balances, transactions, cash flow, and account organization in a read-only v1 workspace.
How it works
A simpler way to link accounts
Northline keeps the connection experience straightforward: choose a bank, approve the connection, and review your supported accounts in one place.
Choose your bank
Search for your financial institution through Plaid.
Approve access
Review the information being requested and authorize the connection.
View your accounts
Northline displays connected balances, transactions, and account details in one workspace.
Secure bank linking for your Northline workspace
Securely connect one or many institutions, import balances and transaction history into a single workspace, and keep your Northline profile current with supported Plaid data.
Bank connection
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No institution linked yet
Last data refresh
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Coverage -
Accounts found
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Transaction history
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Imported from connected institutions
Institution snapshot
Connected banking relationships
Institution list
Use Plaid Link to connect your first institution
Each Plaid Link session can add another institution to this workspace without replacing the ones already linked.
Verification posture
Verified 0 · Pending 0
Tokenized accounts: 0
User guidance
Connection controls
Read-only visibility
Plaid helps Northline show supported balances, accounts, and transaction history. Northline does not store bank passwords.
Recommended flow
Add one bank at a time through Plaid Link, then refresh bank data to update balances and historical activity across linked institutions.
Banking snapshot
Linked account balances
Total balance
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Available cash
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Primary item
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Activity feed
Recent transactions
Integration flow staging
Step 1
Choose your financial institution through Plaid
Step 2
Review and approve the information being requested
Step 3
View connected balances and transactions in Northline
What Plaid does
Plaid acts as the secure connection layer between your financial institution and Northline. Instead of entering bank credentials directly into Northline, users authenticate through Plaid's secure flow.
Once connected, Northline can show supported account information such as balances, transaction history, institution names, and account types.
Implementation notes
Northline's production implementation should use server-side link token creation, public token exchange, secure item persistence tied to authenticated users, environment-specific API keys, access-token encryption, audit logging, and clear account unlinking controls.
Production connection path
Northline now requests Plaid production link tokens for live institution connections. Users should only connect accounts they are authorized to access, and availability depends on Plaid and institution support.
Important note
Northline is not a bank. Bank linking availability depends on institution support, Plaid availability, user authorization, and applicable compliance requirements. Transfer-related features may require additional review before becoming available.
Read-only banking workspace
Start with linked accounts and clearer financial visibility.
Connect institutions, review categorized activity, understand cash flow, and ask Northline AI for informational summaries based on imported transaction rows.