The Aplos Bank Integration tool is a popular feature designed to significantly streamline the process of entering financial transactions by connecting directly to your bank or financial institution. This allows you to import banking activity and quickly process it into your Aplos accounting registers.

How to Connect Your Bank

To begin using this tool, navigate to: Fund Accounting > Transactions > Bank Integration. Here you will be prompted to connect your bank. To learn more about the connection process, check out our article on connecting bank integration.

Importing Your Transactions

Once you have successfully linked to your institution, you'll see it listed under Connected Institutions with a few different buttons you can access:

Show Accounts: allows you to view the retrieved accounts from your institution.

Import Transactions: to continue the steps to download transactions from your institution. To learn more about the importing process check out our article on importing transactions.

• If you are importing for the first time it may take a little longer for the data to be pulled over. You can always exit the bank integration screen and navigate back to this page if it seems to be taking longer than a minute.

Delete Account: to remove any individual accounts on your institution's connection that you do not need to import data for.

• only available with connection through Finicity

Managing Your Institutions

Now that you have your bank accounts connected and you are actively using the bank integration tool, when you access the bank integration screen it will take you straight to the manage transactions screen.

If at any point, you need to update your existing institution or add a new institution, you can do so by clicking the box with a down arrow at the top right corner of the screen (you may need to scroll to the right on your screen to see it) and select "Manage Institutions".

Can't Find Your Bank?

If our providers do not support your bank, or if you need to bring in any past transactions, you can import a file of transactions.

See more about that process on the importing screen.