Heard relies on your business account being connected via Plaid so we can automatically sync your transactions for bookkeeping. For this reason, Heard requires that at least one financial account be connected before you can proceed with onboarding.
You can add additional designated bank accounts or credit cards used for your business to Heard and manage previously connected accounts.
Connect an account
- In the left-side menu, click on Your Name › User Settings › Financial Institutions tab
- Click + Manage Connections › Connect Account
- Enter your phone number
- Search for and select your financial institution.
- When prompted, log in with the credentials you use to access your accounts in your financial institution's online banking portal.
- Proceed through the steps to complete the connection.
Connect your Heard Business Banking account
- In the left-side menu, click on Your Name › User Settings › Financial Institutions tab
- Click + Manage Connections › Connect Account
- Search for and select Heard.
- Search for "Heard" and click Heard
- Enter your phone number and click Continue
- Enter the code sent to your phone to verify your identity and click Continue
- Proceed through the steps to complete the connection
Reconnect an account
- In the left-side menu, click on Your Name › User Settings › Financial Institutions tab
- Click + Reconnect next to the account.
- When prompted, log in with the credentials you use to access your accounts in your financial institution's online banking portal.
- Proceed through the steps to complete the connection.