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Connect bank accounts for automatic transaction import via Plaid.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
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Run a monthly bookkeeping close checklist with reconciliation.
| name | bank-sync |
| description | Connect bank accounts for automatic transaction import via Plaid. |
Connect your bank accounts for automatic, recurring transaction imports using the Plaid API. Once connected, Wilson pulls new transactions daily without manual CSV exports. Supports checking, savings, and credit card accounts from thousands of financial institutions.
Note: Plaid integration requires a Wilson Pro license.
transaction_search — verify imported transactions and check for duplicatescategorize — auto-categorize newly synced transactionscategorize on newly synced transactions.If you don't have Wilson Pro or prefer manual imports, here are alternatives for each major bank:
Chase:
Bank of America:
Wells Fargo:
Citi:
Capital One:
American Express:
import-transactions skill to import each file