Link: drive more bank account connections
On April 24, 2026, we will update the LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. flow to encourage users to connect more than one bank account.
What's new?
When a user successfully connects a bank account in LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat., they are now prompted to connect another. The prompt appears in two places:
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On the connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. success screen, users see a We recommend adding more bank accounts message with a primary Connect another account button.
A secondary Continue button on the screen skips additional account creation. A tooltip explains why connecting additional accounts is beneficial.
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On the main LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. screen, the Banking step displays an Add another button tagged Recommended and provides context on the value of connecting more accounts.
Previously, users completed the flow after connecting a single account and didn't receive a suggestion to add more. The update aims to change this common connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. pattern. Merchants who connect multiple accounts give their lenders a fuller picture of their cash flow, which leads to better lending decisions and improves conversion rates.
The change applies to banking integrations connected via Plaid and TrueLayer.
Who is this relevant for?
This change is relevant to all clients using LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. with banking integrations enabled. This includes the Hosted Link flow and the Link SDK solutions.
How to get started?
No action is required. The updated flow will be available to all customers using LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. with banking integrations from April 24, 2026.