Securely connect to your bank in minutes

Use the Plaid integration to securely link your bank and credit card accounts to Traction Ag in a few clicks.

So what is Plaid?

Plaid is a secure tool that helps you connect your bank to your Traction Ag account without sharing your login directly. Imagine Plaid as a sturdy bridge. With your consent, it will grab your cleared bank transactions and bring them over to Traction. It will never store your credentials or move your money.

Why farmers think it’s worth it

500+ Traction customers use this integration. Once connected, you can let Plaid do the heavy lifting so you get back to running your business.

Automatic sync = less data entry

Once your bank and credit cards are connected, transactions will flow into Traction when they clear the bank.

Fewer errors = happier accountants

Calculates profitability on a per-acre basis, updated live as expenses and yields change. So farmers always know where they stand.

Real-time clarity = better decisions

Automatically assigns equipment costs—fuel, depreciation, maintenance—to jobs or fields for accurate reporting.

Frequently asked questions

Can Traction access or move money from my account?

Nope, not even close. The connection is read-only, and while it enables importing transactions and balances, it cannot transfer or withdraw funds.

Is it safe to connect my bank account with Plaid?

Absolutely. Plaid is basically Fort Knox in software form. It uses bank-level encryption and never stores your login info. It’s one of the most trusted ways to connect financial accounts online, and is used by thousands of banks and apps. It’s safe… like your grandma’s cookie recipe in a fireproof safe kind of safe.

What if my bank isn’t included?

Plaid connects to over 12,000 financial institutions. If your bank isn’t included, contact our support team who will request to see if it can be added. In the meantime, you can get .csv files from your bank's website, which can be imported to auto-create transactions.

How do I add a .csv from my bank?

Follow the four simple steps in this help article to upload your .csv file and ensure your transactions are correctly categorized and recorded. This allows you to stay up to date even without a direct connection.

How do I connect banks or credit cards to my Traction account?

Follow these steps to securely link your financial accounts using Plaid. Once connected, your transactions will sync automatically, helping you reduce manual entry and keep your financial data accurate in real-time. If you ever need to update or remove a connection, you can manage that easily from your settings.

"The bank transaction syncing saves me countless hours and it has one of the easiest user interfaces that I've seen."

Caleb Finck
SD Finck Farm

"I love how farm-specific Traction is. I can categorize everything—repairs, chemical expenses, even down to seed and chemical types—without sorting through piles of receipts."

Tracey Clifford
T&J Clifford Family Farm Legacy, Inc.

"Thank you for creating something for farmers that is actually common sense and makes life easier."

Michelle Carr
Carr Farms

Ready to book a Paylocity demo?

Brandon Marling is a Paylocity representative known  for his reliability and relationship-driven approach, Brandon helps farmers and bookkeepers simplify payroll processes so they can focus on what matters most.

*This price varies per farm. The $1400 per year includes Effortless Payroll for payroll processing, direct deposit, bank checks signing and sealing, remote print back, tax service-calculate pay and file all local- state -and federal taxes, employee self-service(ESS), garnishments, Traction Ag Integration, new hire reporting, reporting and analytics dashboards, e-poster update, impressions, community, and on-demand payment.

Farm accounting that just works.

Tired of hacking workarounds in software that wasn’t built for farms? We made Traction Ag just for you.