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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Plaid Bank Connection ...
Small and medium business | Business Central, N...
Suggested Answer

Plaid Bank Connection To Business Central

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Posted on by NAV2BC02 226
Has anyone used Plaid to integrate banks into business central?  I know that out of the box, BC has Yodlee however, the bank in question is not listed in Yodlee so we are exploring Plaid. 
 
Thanks,
Nav2bc
Categories:
Dynamics 365 Business Central
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  • Suggested answer
    Teagen Boll Profile Picture
    Teagen Boll 1,525 Super User 2026 Season 1 on at
    There isn't a default integration app for BC and Plaid but Plaid has an API you could access. There is information here: API - Overview | Plaid Docs
     
    What you would need to do after that is use Power Automate to integrate the required data into BC using web services. In my experience with these platforms you will have to end up paying for API calls at some point. I'd check with Plaid to see what kind of support they lend for API access.
     
    If you get access to Plaid's API you can always use a tool like Postman to test the different API calls.
     
    Teagen Boll
    Social: LinkedIn
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 99,224 Super User 2026 Season 1 on at
    If you are using non-standard bank integration, this needs to be customized via APIs.
    Hope the following can give you some hints.
    Dynamics 365 Business Central Blog Series: REST API web services (APIs)
     
    Additionally, if you can manually import and export, please try the following functions.
    Dynamics 365 Business Central: Add more custom processing when importing Bank Statement (Bank Export/Import Setup) – Customization
     
    Thanks.
    ZHU

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