How To Connect To Your Bank

What you need to know: 

AgExpert Accounting lets you connect to supported financial institutions through our MyFarmConnect partners, Plaid and Flinks. These services securely import transactions from your online banking into the AgExpert Accounting Pending area, reducing manual data entry while improving efficiency and accuracy. 

Both Plaid and Flinks use a secure, one-way connection to import transaction data directly from your financial institution into AgExpert Accounting. Each bank account and credit card account must be connected individually. 

What you need to do: 

  • Determine which bank accounts or credit cards you wish to connect to AgExpert Accounting. 

  • Have your online banking credentials available. 

  • Be prepared to complete any multi-factor authentication required by your financial institution. 

How to (Step by Step): 

To connect to your financial institute through the Banking menu: 

  1. Click Banking. 

  2. Select Bank Accounts. 

  3. Select the account you wish to connect. 

  4. Click Connect to financial institution. 

  5. Choose Connect using Flinks or Connect using Plaid. 

    Note: Not all financial institutions or account types will be available through our partners. 

  6. Review terms and click Continue. 

  7. Follow the connection process for your chosen partner: 

For Flinks: 

  1. Click Agree and Continue. 

  2. Find and select your financial institution, using the search filter, if necessary. 

  3. Enter your username and password for your financial institution and click Continue. 

  4. Complete any additional verification steps your financial institution requires. 

  5. Select the account you wish to link. 

  6. Select the start date to begin downloading transactions from selected account.   

    Note: All transactions from that date forward will be imported into your pending transactions area.  This process may take several minutes, depending on the number of transactions.  Once the process is started, you may navigate to other areas of AgExpert Accounting without interrupting the process. 

  7. After connection, Flinks requires a re-connection to update AgExpert Accounting with new transactions.  To update Flinks, follow all previous steps, selecting Update on the Bank accounts page. 

For Plaid: 

  1. Enter your phone number and click Continue. 

  2. Enter the verification code sent to your phone. 

  3. Find and select your financial institution, using the search filter, if necessary. 

  4. Enter your username and password for your financial institution and click Continue. 

  5. Complete any additional verification steps your financial institution requires. 

  6. Select the account you wish to link. 

  7. Select the start date to begin downloading transactions from selected account.   

    Note: All transactions from that date forward will be imported into your pending transactions area.  This process may take several minutes, depending on the number of transactions.  Once the process is started, you may navigate to other areas of AgExpert Accounting without interrupting the process. 

  8. After connection, Plaid will periodically check your account and import new transactions to the pending transactions area.    

To connect to your financial institution through the Chart of accounts menu: 

  1. Click Chart of accounts. 

  2. In Assets, select the account you wish to connect to or click Liability and select the credit card you wish to connect. 

  3. At the bottom of the slide-out, click Connect to financial institution. 

  4. Choose Connect using Flinks or Connect using Plaid. 

    Note: Not all financial institutions or account types will be available through our partners. 

  5. Review terms and click Continue. 

  6. Follow the connection process for your chosen partner. 

    Note: Refer to Step 7 in the section above for detailed steps on the connection process for your chosen partner. 

To connect to your financial institution through the MyFarmConnect menu: 

  1. Click MyFarmConnect. 

  2. Select the Flinks or Plaid tile. 

  3. Click Get connected. 

  4. Select the account you wish to connect.  

  5. Click Connect to financial institution. 

  6. Choose Connect using Plaid. 

    Note: Not all financial institutions or account types will be available through our partners. 

  7. Review terms and click Continue. 

  8. Follow the connection process for your chosen partner. 

    Note: Refer to Step 7 in the section above for detailed steps on the connection process for your chosen partner. 

 

To disconnect an account from your financial institution: 

  1. Click Chart of Accounts. 

  2. Select the bank account in Assets you wish to disconnect or click Liability and select the credit card you wish to disconnect. 

  3. At the bottom of the slide-out, click Disconnect and Disconnect in the dialogue box. 

Note: When you disconnect from a bank account, it removes all outstanding entries from the Pending transactions area. 

References and Additional Resources 

Still have questions? Contact support  

Contact us at 1-800-667-7893 or email support@fccagexpert.ca if you require additional support. You can find other help options under the Question Mark Icon in the top right of AgExpert Accounting at any time.