Connect your bank accounts through Plaid for a real-time view of your cash position — across every account, at every institution.
Key Features
See your cash position across all bank accounts in real time. No more logging into multiple banking portals.
Plaid is trusted by millions of businesses. Connections are encrypted end-to-end, and CentSight never stores your banking credentials.
Transactions are automatically categorized using Plaid's merchant data, giving you instant expense visibility without manual tagging.
Data Access
Connecting your bank accounts through Plaid is simple and secure:
Once connected, CentSight provides a real-time cash dashboard showing balances across all connected accounts. Ask questions like: “What's our total cash position right now?” “What were our largest outflows this week?” “Are there any unusual transactions in the last 30 days?”
Plaid supports over 12,000 financial institutions across the United States, including all major banks (Chase, Bank of America, Wells Fargo, Citi) as well as regional banks, credit unions, and fintech platforms. If your bank supports online banking, it almost certainly works with Plaid.
“I used to log into three different bank portals every morning to check balances. Now I just ask CentSight ‘What's our cash position?’ and get the answer in seconds.”
Angela M.
Operations Director, $8M construction firm
Get Started
No more logging into three banking portals. One dashboard, all accounts, real time.