The WorkMovr Banking Data Integration connects Caspio applications directly to financial accounts through Plaid, a widely adopted fintech data service. It brings account balances and transactions from banks, credit cards, loans, mortgages, and investment accounts into Caspio DataPages, giving organizations secure, real-time access to financial data without manual imports. Accounts are linked through a wizard-based flow. Users select their financial institution, complete two-factor authentication, and grant consent to share data, after which balances and transactions sync into Caspio automatically. Incoming transactions are matched against existing Caspio records for accurate reconciliation. The integration supports common finance and accounting workflows: verifying that loan, mortgage, and investment payments were made, allocating transactions to general ledger accounts, automating accounting processes, and removing manual Excel imports and data re-entry.

Features

• Real-time access to account balances and recent transactions through Plaid.
• Support for bank accounts, credit cards, loans, mortgages, and investment accounts.
• Wizard-based account linking with two-factor authentication and user consent.
• Automatic synchronization of financial data into Caspio via API.
• Transaction matching between financial institutions and Caspio records.
• Allocation of transactions to general ledger accounts for accounting workflows.
• Removes manual Excel imports and re-entry of financial data.

Pricing

• The software is free; a Plaid subscription is required.