> For the complete documentation index, see [llms.txt](https://lucid-financials.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://lucid-financials.gitbook.io/docs/integrations/bank-integrations.md).

# Bank Integrations

<figure><img src="https://downloads.intercomcdn.com/i/o/1122967286/e778d0809556339be6f5886e/image.png?expires=1730711700&#x26;signature=9cdafccb57aa6a95a13c171f8798360a7a0783a43b9f28d3dea9252ce6ff317a&#x26;req=dSElFMB4moNXX%2FMW1HO4zb7e4I3n0xyATb4xBsNKbpiLkDNwtCNZxmny9zv5%0ARWMThzxqqFTohX3dtUM%3D%0A" alt=""><figcaption></figcaption></figure>

This feature ensures that your cash flow statements and balance sheets remain accurate and current by seamlessly incorporating real-time banking information into your financial management processes.

## Steps to Integrate Bank Accounts <a href="#h_d15a74ea6e" id="h_d15a74ea6e"></a>

### 1. Access Integrations <a href="#h_1d4452e6c7" id="h_1d4452e6c7"></a>

Navigate to Settings > Integrations.

<figure><img src="https://downloads.intercomcdn.com/i/o/1122967717/8fd8f14a95b692e211ff3119/image.png?expires=1730711700&#x26;signature=3d75c0e6628c9ead6e238ad41b439bbdf7e3a65606804738c0ac5a0715404d38&#x26;req=dSElFMB4moZeXvMW1HO4zVKK%2BBg4kZOoY5YZpJNLv3qaoh8eRR6TrZFBbAwn%0A0r4qnJcI40gf286GP7k%3D%0A" alt=""><figcaption></figcaption></figure>

### 2. Add Bank Account <a href="#h_39d4782218" id="h_39d4782218"></a>

Select the option to add a new bank integration.

<figure><img src="https://downloads.intercomcdn.com/i/o/1122968080/8f9e55f6c1665386aad4dd97/image.png?expires=1730711700&#x26;signature=7dee097b1f848543016cfa105716b23d3053c72a749d0e1685d0b8bcf51e9ef6&#x26;req=dSElFMB4lYFXWfMW1HO4zVO0R8IwJfZAV4IpNg%2FtMhSJ4daP74gn6zYMP1Ac%0Aud%2Bl9UGuWY3aIGTfyVs%3D%0A" alt=""><figcaption></figcaption></figure>

### 3. Choose Your Bank <a href="#h_5a585269cc" id="h_5a585269cc"></a>

Browse and select your bank from the list of available options.

<figure><img src="https://downloads.intercomcdn.com/i/o/1122968446/e504752421d49312a589a906/image.png?expires=1730711700&#x26;signature=2858b120b54b50907fc1bd623425112c53e441eb5165445bf10f8e7c4a3f9d4e&#x26;req=dSElFMB4lYVbX%2FMW1HO4zV3wc0AODaMrK%2Bx49lLRkoTUKCpW2Wkr%2BtuKumPh%0AKtm2pq6iAe%2B2N2c1Os8%3D%0A" alt=""><figcaption></figcaption></figure>

### 4. Authenticate Your Account <a href="#h_da77b51d26" id="h_da77b51d26"></a>

Follow the authentication process to connect your bank account with Lucid Dreams.<br>


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