Bank Connections

Connect Baselane and SouthState via Plaid. Daily sync runs at 6am MT — transactions land in your Books review queue with the AI bookkeeper drafting entries automatically. Auto-approves anything matching a learned rule with ≥95% confidence. Suppress any account that doesn't belong on Souq Alameda's books (e.g. personal or other-entity sub-accounts that share a bank login) — suppressed accounts never sync transactions to the database.

Connected institutions

Accounts map each to a Chart of Accounts row so transactions can post correctly

Fidelity (manual import) Plaid doesn't reliably support Fidelity — drop a periodic CSV/statement here and we dedup + auto-draft margin interest charges

Or paste CSV / statement text