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If your accounting platform isn’t one of the directly supported platforms, you can still get Dash.fi card transactions into it with a bank feed. The feed is powered by Plaid and works with 8,000+ accounting platforms and ERPs. A bank feed is one-way and unenriched. Raw card transactions land in your accounting platform, and your team codes them there. If you want to code transactions in Dash.fi with receipts, memos, and GL codes before they post, use the accounting sync instead.

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Set up a bank feed

Setup starts in your accounting platform, not in Dash.fi. Dash.fi appears as a bank in Plaid’s institution search:
  1. Open the bank feed or bank connection settings in your accounting platform.
  2. Search for Dash.fi and select it from the results.
  3. Sign in with your Dash.fi email and password when Plaid asks.
  4. Choose the Dash.fi account to feed, then finish the setup.
Once your accounting platform completes setup, the feed appears in Dash.fi automatically. Each accounting platform needs its own feed.

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View your connections

Go to Settings → Integrations and select Any other platform in the accounting section. The bank feed detail screen lists every connection with:
  • Reference code — a short code that identifies the feed. Each feed is set up inside an accounting platform, so Dash.fi doesn’t receive the platform’s name. Use the reference code and connection date to tell your feeds apart.
  • Connection date — when the feed was created.
  • Sync status — feeds show an Active pill once transactions are flowing, or a First sync badge while the initial batch is pending. The first batch lands within 24 hours of setup.
  • Synced through — the date the feed has delivered transactions up to.
If a feed shows Sign-in expired, the connection is unhealthy. Reconnect from your accounting platform to restore it.

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Disconnect a bank feed

  1. Go to Settings → Integrations and open the bank feed detail screen.
  2. Click Remove next to the connection.
  3. Confirm with Remove feed.
Dash.fi stops publishing transactions to the feed immediately. Removal can’t be undone. You can remove any feed, including one that hasn’t completed its first sync yet.
The accounting platform on the other end is not notified when you remove a feed. Remove the Dash.fi connection inside your accounting platform too.

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Permissions

  • Viewing bank feed connections requires bank feed read permission.
  • Removing a connection requires bank feed write permission. If the Remove button is disabled, contact your administrator for access.