Link Your Bank Account in Sunrise by Lendio

Link Your Bank Account

The best way to track your transactions and reconcile your account is to link your bank account. After that, Sunrise does a lot of the heavy lifting so you have more time to focus on your business.
Our integration with Finicity allows you to connect with multiple financial institutions and pull bank data directly into your account. Finicity is AES-256 bit encrypted which is the highest in the industry. Sunrise is committed to protecting your privacy and our systems, policies and procedures undergo regular security audits. 
By linking your bank account, your business expenses, income, assets, and liabilities will be easier to manage. Note: Here is a list of bank institutions we integrate with. You can look for your bank in the search bar.
Follow along with our step-by-step process or view the video to see it in action. 
After logging in: 
Step 1: Navigate to the Bank Accounts tab on the Navigation Menu.
Step 2: You’ll see a couple of options to choose from. (Business Checking, Business Credit Card, etc.) 
Step 3: Select the type of account you wish to connect. If you have used all the available accounts, click +Add new account at the bottom and create an additional account. 



Step 4: If you selected one of the preset accounts (Business Checking, Business Credit Card, etc.), click on View Account.
Step 5: Select Link My Bank Account in the upper left corner.
Step 6: A pop up will appear labeled Connect bank account. Click continue.

Select Your Bank

Step 1: After pressing continue you will see a list of banks. You can use the search bar to find your bank.



Step 2: We use Finicity, a secure third-party bank integration. If you’d like to learn more about Finicity security and privacy, click here. Once you've selected your bank, you'll enter your online banking login information.



Step 3: Enter your banking credentials (It might take a moment to authenticate). 
Step 4: Depending on your bank, you will need to answer some security questions or input a code provided by your bank for further authentication. 



After you've been authenticated, you'll be brought back to Sunrise. If you have multiple accounts with your bank, you'll be asked which account you'd like to connect. If you want to connect more than one account, you'll need to set up a new bank account in Sunrise using the same process as before.
You'll also need to specify the date after which Sunrise should start pulling transactions. It's a good idea to only pull the transactions you need so that your accounting system doesn't become cluttered. Learn how to determine your Opening Balance here. 
Once you've set your start date, you're all set! Sunrise will start looking for transactions and pull them when they arise in your online bank account. 
Note: Depending on how many transactions you have and how far back you pulled them, it may take 15–20 minutes before transactions are imported. Be patient and let the magic happen! 

Check Your Bank Has Properly Synced

To make sure that your bank has synced and your transactions have been imported:
Step 1: Navigate to Bank Accounts on the navigation menu. 
Step 2: Select the account you want to view. 
Step 3: You should see an Account Balance, Running Balance and a list of unmatched transactions.
Important Note: If you have trouble connecting to your bank account, send our customer experience team a message through the chat bubble in the bottom right corner or email  

    • Related Articles

    • Common Bank Sync Issues via Plaid

      The following steps will help you troubleshoot issues you may encounter with your bank connection via Plaid. If your specific concern is not addressed in this document, please reach out to the support team: Invalid Credentials ...
    • A Beginner's Guide to Bank Reconciliation

      A Beginner's Guide to Bank Reconciliation Bank Reconciliation  Bank reconciliation is the process to ensure that your accounting software and your bank account match (equal) on a specific transaction period (usually a month or a year). The goal of ...
    • What Banks Will Automatically Sync in Sunrise?

      With our integration with Plaid, we support over 2,000 banks worldwide and add more every single month. To see if your bank is supported, check out our list here:  ...
    • How does my customer make a payment through a bank transfer?

      A simple solution for bank transfers with Sunrise Pay Receiving payments via direct bank transfer is significantly less expensive than using credit cards, but getting users signed in and authenticated can be a cumbersome process.  Sunrise Pay makes ...
    • How to Delete Bank Transactions

      Sometimes you need to remove bank transactions from your list of transactions. This could be because you had a duplicate transaction, a transaction bounced, or it was entered incorrectly. Here is how you can delete a bank transaction in a few simple ...