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 guided next actions
Built to help users connect institutions, monitor balances, and move through banking workflows with less friction.
Institution-ready
Structured surfaces, approval-aware copy, and balance-first hierarchy.
Customer signal
Built to validate account connection, cash review, and transfer intent.
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 before advanced transfer features.
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.
Connect institutions once and manage them from one banking workspace
Northline keeps account linking, balance imports, and transaction sync in one guided flow so moving from first connection to multi-bank visibility feels fast and predictable.
Connection status
Loading...
Connect your first institution to begin importing balances and activity.
Last sync
-
Coverage -
Link bank
Start a new Plaid Link session
Import balances
Bring in checking, savings, and credit lines
Review activity
Historical transactions will appear after sync
Institutions
...
No institution linked yet
Accounts found
...
Available cash ...
Transaction history
...
Coverage: transactions · 1 active
Institution snapshot
Connected banking relationships
Connected banks
Use Plaid Link to connect your first institution
Each Plaid Link session adds another institution without interrupting the banks that are already connected.
Connection health
Verified 0 · Pending 0
Transfer-ready accounts: 0
Banking snapshot
Linked account balances
Total balance
...
Available cash
...
Connected bank login
...
Activity feed
Recent transactions
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.
Important note
Bank linking has practical limits
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.
Implementation notes
Evaluator and implementation detail
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.
Banking workspace
Keep connected accounts, cash visibility, and support workflows in one place.
Use Northline to connect institutions, monitor activity, review pricing, and reach the team when you need help with setup or workflow readiness.