Bank Sync Overview 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. Wilson Tools Used - — verify imported transactions and check for duplicates - — auto-categorize newly synced transactions Workflow 1. Verify the user has a valid Wilson Pro license. 2. Launch the Plaid Link flow to connect a bank account: - User selects the…