The FloQast Bank Connector Widget, powered by Trovata, is our new turnkey approach to bank integrations. It is a paid feature, so if you want to automate your bank reconciliations within our new AI Matching feature, please contact your ASM for more information!
- FloQast Admins can enable bank connections by creating an account through the Connections Tab.
Account Creation
- Log in to FloQast and navigate to your Admin Settings (gear icon).
- Click on the Connections tab.
- Select Add Connection:
- Select Trovata from the dropdown menu.
- The only requirement for account creation is agreeing to the Terms of Service, which can be viewed and downloaded inside the Connection Manager.
Adding a Bank Connection
Once the Trovata account has been created, you can connect your banks.
- Click the green Add Connection button and select Trovata again.
A slide-out panel will populate any existing and pending bank connections previously created. - Select New Connection: This allows users to connect to a new bank.
- Search for and select your bank:
- This page contains all available bank connections circled in green.
- If the desired bank does not show up, a user can request a new bank connection circled in red.
NOTE: The connection method will differ from bank to bank. Some banks, such as Silicon Valley Bank (SVB), can be integrated immediately with user credentials. Others may require some additional setup. These connections typically ask for a contact email and phone number, which we will use for outreach with further instructions.
Map Bank Accounts to Entities
Depending on the bank and authorization method, connections will appear in the Connections tab in either a Connected or Pending state.
Those successfully connected will be accompanied by an Edit button for connection configuration.
- Select Edit for several options to configure your bank connection.
- Selecting the secondary Edit button in red below will allow you to update your credentials.
- Updating credentials can fix broken connections due to a password reset or expired token.
- Selecting the secondary Edit button in red below will allow you to update your credentials.
- Provide a Connection Name for this bank.
This user-assigned name will also be displayed in the Connection Manager. -
Most importantly, bank accounts can be mapped to FloQast Entities in the blue area.
Mapping accounts provides an additional layer of security, as bank account data is restricted to their respective Entities. - Optionally, admins can deactivate a connection, which can be reactivated anytime.
Deactivating a connection immediately stops the ingestion of bank data.
Once accounts have been mapped to FloQast Entities, bank transactions can be accessed for Reconciliations using our new AI Matching feature!
- For more information, please see the following help article.