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Connecting and Managing Bank Integrations in ark Bank Feeds

This guide walks you through setting up and managing bank integrations in ark using Plaid. You’ll learn how to link external bank accounts, configure ledger and account mapping, and manage your setup over time.

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What You’ll Learn

By the end of this guide, you’ll be able to:

  • Link external bank accounts to ark using Plaid

  • Map bank accounts to specific funds, GLs, and accounts

  • Review synced transactions

  • Edit bank connections as needed

Who Can Use This Feature

This feature is available to:

  • Ark Client Admin users
  • Basic Admin users with appropriate fund access

Note: arkGL is available only on the full version of the Ark platform. Contact sales@arkpes.com or your fund administrator if it’s not yet enabled.

Before You Begin

Ensure the following information is available before starting setup:

  • Fund Information: Know which fund(s) the bank account will be linked to

  • General Ledger: If using arkGL, identify the applicable GL for the fund

  • Chart of Accounts (COA): Have the account(s) ready to assign to the bank feed

  • Bank Credentials: You’ll need login info for the bank account and an MFA device

Step-by-Step: Linking a Bank Account via Plaid

1. Navigate to Bank Feeds

Go to Banks > Bank Feeds from the side navigation

2. Link a New Bank Account

Click + Add New > Link New Bank Account

3. Complete the Plaid Setup

  • Choose a financial institution from the Plaid modal

  • Enter your banking credentials and complete any MFA steps

  • Select the account(s) you want to connect

You’ll return to ark to configure mapping once the connection is successful.

Step-by-Step: Configuring the Integration

1. Select a Start Date

Pick a transaction sync start date.

2. Assign Fund, Ledger, and Account

For each linked account, choose:

  • Fund (required)

  • GL Name (required for arkGL funds)

  • Account (required to generate entries in arkGL)

Why Map to arkGL?

Mapping allows bank transactions to automatically prefill one side of a journal entry when submitting to arkGL. This also enables:

  • Accurate tagging with GL accounts

  • Reconciliation tools between bank and GL balances

  • Reporting across GL

Step-by-Step: Reviewing Synced Transactions

Once the account is connected:

  • Ark will sync transactions from your bank automatically

  • View these in the Bank Feeds page

  • Use Hybrid, Data View, or Transaction List tabs to manage them

Step-by-Step: Editing Bank Account Settings

You can update mapping details at any time:

  1. Go to Bank Feeds > Dashboard

  2. Click the name of the bank account

  3. Edit fields like:

    • Bank Nickname – Add a custom label to easily distinguish similarly named accounts on the Bank Feeds page

    • GL Name – Update the associated General Ledger (if applicable)

    • GL Account – Update the account used for journal entries in arkGL

  4. Click Save to apply updates

Best Practices

  • Choose a sync start date that avoids duplicate entries

  • Finalize your Chart of Accounts before posting entries

  • Keep memo tagging consistent for clean downstream data

  • Use secure credentials with access to API/MFA authentication

FAQ

Q: Why won’t my bank account link via Plaid?
Make sure your credentials are correct, MFA is ready, and the bank allows third-party API access.

Q: Can I change GL or fund mapping after setup?
Yes. Go to the Dashboard tab to make edits any time.

Next Steps

Now that your bank accounts are connected:

Need help? Reach out to support@arkpes.com