Plaid Workspace

Connect and validate the Douglas Peters Bookkeeping bank layer.

This workspace is wired for Plaid Link, Transactions sync, manual refreshes, update mode, and webhook-driven transaction updates.

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Connected Items

Institutions

0 connected

No Plaid items linked yet.

Use “Connect bank account” to generate your first link token and webhook-backed item.

Recent Sync

Transactions

0 loaded

No synced transactions yet.

Link an account and the app will pull transactions with Plaid sync + webhooks.