Bank Sync

What is bank sync?

Powered by Plaid, bank sync allows you to integrate your bank account, credit card, or debit card with DoorLoop so that you can easily categorize and reconcile transactions for your properties.

Connect any account

Pull, categorize, and reconcile your transactions in seconds by connecting any bank account or credit card to DoorLoop through Plaid.

Automatic transaction matching

Automatically match all of your transactions in DoorLoop with your bank activity to make sure everything is perfectly aligned.

Bank sync benefits

Make keeping up with your income and expenses easier than ever by automatically pulling, categorizing, and reconciling all of your transactions within seconds.

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Auto-categorization

Make reports easier than ever by automatically sorting all transactions into overarching categories.

Reduce human error

Reconcile transactions automatically and avoid having entire reports ruined by a typo or miscategorization.

Why use bank sync?

"Keeping up with all of our expenses has literally never been easier. My team used to go line-by-line and spend hours reconciling transactions. Now, it gets done with the click of a button. Efficiency is important to me, and we have never been more efficient."

Frequently asked questions

Is every bank supported by Plaid?

Plaid supports most major banks like Chase, Wells Fargo, and Bank of America, as well as smaller banks and credit unions.

What if there's a transaction I don't want to keep in DoorLoop?

Each transaction that syncs over from your bank to DoorLoop has an "Exclude" option. Simply click this option next to the transaction you want to remove, and it will be excluded.

How do I transfer transactions from my bank to DoorLoop?

Once your bank account is connected to DoorLoop, any new transactions from your bank account will be automatically synced to DoorLoop. From there, you'll be able to reconcile them.

What if I make a mistake?

You can always undo transactions you've reviewed by visiting the "Categorized" page, then clicking "Undo" on the transaction you want to edit.