Verify your revenue with Plaid or bank statements – Resolve

To determine your eligibility for net terms, we may request either a Plaid connection or last 6 months of bank statements. This enables us to assess your business's creditworthiness and determine appropriate credit limits. Without this information, we are unable to proceed with approving your application for net terms or with increasing your credit limit.

Learn more about our Business Credit Eligibility: Requirements and Guidelines.

Link a financial account

New applicants

During the application process, you will be presented with the option to connect with Plaid.

Existing applicants

Go to the Financial accounts of your dashboard and select Link financial account with Plaid.

Manually add a financial account

If your banking institution is unsupported by Plaid or you prefer not to link your accounts directly with Plaid, you may add your financial account manually and upload bank statements.

Go to the Financial accounts page of your dashboard and select Manually add financial account
Enter basic account details
Click Upload documents and upload bank statements for the account

You can manually add as many accounts as necessary.

Can I revoke consent to access my financial data?

At any time, you can revoke your consent by visiting your Financial accounts and clicking Unlink. After you revoke your consent, we stop obtaining your account data.

Choosing not to link a financial account, or unlinking one, might make you ineligible to qualify for net terms.

Resolve's technology partners

We work with third-party data aggregators, namely Plaid, to obtain the data you’ve agreed to share with us. When you enter your login credentials in the credential dialog, you might be sharing this information with Plaid, or otherwise allowing these third-party data aggregators access to your accounts. Plaid uses your login details or your authorization to continually access your account data and provide this data to Resolve and other trusted entities authorized by you to receive it.

Click here to learn more about Plaid's security and privacy standards.