Choose your bank
Before starting a new bank connection, WiseFlow requires Biometric Lock to be enabled. Then pick a supported US or Canadian bank and authenticate through Plaid Link or your bank’s own authorization screen.
Premium bank connections
Connect up to four supported bank accounts in the United States or Canada through Plaid. WiseFlow adds a read-only wallet for each account, with imported transactions, automatic category suggestions, a clear Needs Review flow for anything uncertain, and the latest balance your bank reports. WiseFlow can never move your money.
Connect it · read it · never move it
How a bank connection works
Bank connections are a Premium feature, available for supported banks in the United States and Canada, for up to four accounts.
Before starting a new bank connection, WiseFlow requires Biometric Lock to be enabled. Then pick a supported US or Canadian bank and authenticate through Plaid Link or your bank’s own authorization screen.
Each account you select becomes a read-only wallet with its recent transactions and the latest balance your bank reports. Transactions are auto-categorized where possible; uncertain ones go to Needs Review.
Confirm the category on anything in Needs Review, and disconnect the whole bank connection whenever you want.
Read-only by design
A connected account is a mirror. WiseFlow imports its transactions and shows the balance your bank reports, but a bank wallet is never a source for a payment, a transfer, or any manual money movement in the app. The displayed balance comes from the normal bank sync and is not a real-time balance check, so it is shown with its sync status. A category you confirm yourself is kept, even after a later sync.
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Imported, categorized where possible, and ready for your review. Not a wallet you can spend, send, or transfer from.
A few clear answers
Supported banks in the United States and Canada, through Plaid, for up to four accounts on a Premium plan. If your bank is not available for a direct connection, you can still import a statement.
No. A connected bank account is read-only in WiseFlow. It is excluded from every payment, transfer, and manual money action in the app.
No. You authenticate through Plaid Link or your bank’s own secure authorization screen. WiseFlow does not receive, store, or log your bank login credentials.
Before starting a new bank connection, WiseFlow requires Biometric Lock to be enabled. If it is not on yet, you are asked to verify once, which turns on the app lock and authorizes the connection. This is a WiseFlow security requirement, not something Plaid imposes.
Disconnecting applies to the whole connection, including every account under it. You confirm the disconnect and choose whether to keep or delete the transactions already imported. WiseFlow asks Plaid to remove it and keeps it visible until removal is confirmed.
Explore more of WiseFlow
Keep your money close
Connect a supported US or Canadian bank for the full picture. WiseFlow keeps it read-only, and you can disconnect at any time.
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