Bank accounts
Plaid · checking and savings
Checking…
CASH BOARD
Cash Control
AVAILABLE CASH
—
No live bank balance is available yet.
CASH VERDICT
WAITING FOR BANK
LIVE SOURCE
Connected accounts
No bank accounts connected
Plaid Sandbox is the first verification step.
DATA SOURCES
Connections
Credentials stay server-side and are never displayed here.
QuickBooks Online
Bills, transactions, and accounting history
Not configured
Payroll email
Approved senders and payroll notices
Not configured
PRODUCTION READINESS
Go-live checklist
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1
Connect SandboxVerify token exchange and balance retrieval.
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2
Reconcile balancesMatch the dashboard to First Service directly.
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3
Protect accessAdd dashboard authentication before production data.
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4
Enable live auditsSwitch to production only after approval.