How do I sync Covercy bank transactions with REI Hub?

Automatically Sync Covercy Bank Transactions with REI Hub for Reconciliation.

Automatically sync your Covercy bank transactions with REI Hub to simplify reconciliation and eliminate manual data entry. By securely connecting your Covercy account via Plaid, your real-world bank transactions will flow directly into REI Hub, ensuring your financial records stay accurate, up to date, and easy to reconcile.

Once synced, your Covercy bank transactions will appear in REI Hub, where you can quickly match them to existing records or create new transactions as needed. With just a few clicks, you'll reduce the risk of discrepancies, improve efficiency, and gain confidence in your financial data.

Follow these steps below to get started:

1. Log into REI Hub.
2. Navigate to Accounts → Banking.
3. Click + Add Account.
4. Link Your Covercy Account:
   1. Select Import a Linked Account, then click Next.
   2. Select your Transaction Import Start Date to choose how far back you want to retrieve transactions.
5. Select the Data Provider:
   1. Choose Plaid as the Data Provider.
   2. Agree to the Privacy Policy, then click Continue.
6. Authenticate Your Account:
   1. In the Search field, type 'Covercy' and select it from the results.
   2. Enter your phone number associated with the account officer/owner.
   3. You will receive a one-time password via SMS.
   4. Complete the authentication process.
7. Sync and Finalize the Connection:
   1. Choose the bank account(s) you want to sync, then click Continue.
   2. Click Save and Close to finalize the setup.

What Happens Next?

The initial transaction import may take 5–15 minutes to complete.

To view your accounts and access the import feed, navigate to the Banking page and click View All under the newly connected account.