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Integration

DoorVault + Plaid Integration

Connect your bank accounts and automatically import transactions into your rental property portfolio.

What it does

DoorVault connects to your checking and savings accounts through Plaid, a bank grade security layer used by thousands of financial apps. Once linked, transactions flow into DoorVault automatically and get matched to the correct property based on amount, description, and your past categorization patterns.

This means you stop downloading CSV files, stop manually entering rent deposits, and stop wondering if your books are current. Every mortgage payment, insurance premium, and maintenance charge shows up in the right property ledger without you lifting a finger.

Plaid supports over 12,000 financial institutions in the United States and Canada. If your bank has an online login, it almost certainly works with Plaid.

How it works

1Link your bank account

From the DoorVault banking page, click Connect Account. You will see a Plaid dialog where you log in to your bank using your existing online banking credentials. DoorVault never sees your bank password.

2Transactions sync automatically

Once connected, DoorVault pulls new transactions daily. Each transaction includes the date, amount, description, and account information from your bank.

3Categorize and assign to properties

DoorVault uses Knox AI to suggest a category and property match for each transaction. You confirm or correct, and the system learns your patterns over time.

4Review your financials

Income and expenses roll up into property level P&L statements, portfolio dashboards, and tax reports. Everything stays current because the bank feed never stops.

Features

Automatic daily sync

Transactions are pulled from your bank every day without any manual action. New charges and deposits appear in DoorVault within 24 hours of posting.

Multi account support

Connect as many bank accounts as you need. Investors with separate accounts per property or per LLC can link them all and DoorVault keeps each ledger separate.

AI powered categorization

Knox AI reads transaction descriptions and suggests the correct expense category and property assignment. The more you use it, the more accurate it gets.

Bank grade security

Plaid uses 256 bit encryption and never shares your bank credentials with DoorVault. Your login information stays between you and your bank.

Duplicate detection

When you upload a PM statement or enter a transaction manually, DoorVault checks for duplicates against the bank feed so nothing gets counted twice.

Getting started
  1. Create your DoorVault account

    Sign up at doorvault.app. The free plan includes Plaid connectivity for up to two properties.

  2. Navigate to Banking

    From the sidebar, click Banking. You will see a Connect Account button at the top of the page.

  3. Authenticate with Plaid

    Click Connect Account and follow the Plaid dialog to log into your bank. Select the accounts you want to sync.

  4. Map accounts to properties

    Once transactions start flowing in, assign each transaction to the correct property. DoorVault learns your preferences and automates future assignments.

Common questions
Is my bank supported?
Plaid supports over 12,000 financial institutions in the US and Canada. If your bank offers online banking, it is almost certainly supported. You can check during the connection flow.
Does DoorVault store my bank password?
No. Your bank credentials are handled entirely by Plaid. DoorVault never sees or stores your bank login information. Plaid uses bank grade encryption to protect your data.
How far back does the initial sync go?
The initial sync typically pulls 30 to 90 days of transaction history depending on your bank. After that, new transactions sync daily.
Can I connect accounts from different banks?
Yes. You can connect accounts from as many different banks as you need. Each connection is independent, and transactions from all accounts appear in a single unified view.

Try DoorVault Free

2 properties, full features, no credit card required. See how DoorVault works with Plaid.

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