Integrations
Connecting your bank accounts
Securely link your bank accounts for real-time financial visibility.
8 min
Navigate to integrations
From your dashboard, go to Settings → Integrations → Banking. You'll see a list of supported institutions.
Authenticate securely
Select your bank and complete the OAuth flow. VissoraX uses bank-grade encryption and never stores your login credentials.
Configure sync preferences
Choose how far back to import historical data and set your sync frequency. Most users opt for real-time sync with 12 months of history.