Link: encourage connecting more banking accounts
On 24 April 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 banking account, giving lenders a fuller picture of their customers' cash flow.
What's new?
After a user successfully connects a banking 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 prompted to connect another. This happens in two places:
On 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, users see a "We recommend adding more bank accounts" prompt with a primary Connect another account button and a secondary Continue option. There is also a tooltip providing users with information on why they should connect another account.
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 shows an Add another button tagged Recommended, alongside information on why this would provide extra value.
Previously, users would complete the flow after connecting a single account, with no clear suggestion to add more. Merchants who connect multiple accounts give their lenders a fuller picture of their cash flow, leading to better lending decisions and improved conversion rates. This addresses a commonly reported pattern where merchants connect only one account.
The prompt applies to banking integrations connected via both Plaid and TrueLayer.
Who is this relevant for?
All clients using LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. — either the Hosted Link flow or the Link SDK — with banking integrations enabled.
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 24 April 2026.