Overview:
Silicon Valley Bank is a US commercial bank serving startups, venture-backed companies, and growth-stage businesses. Now part of First Citizens Bank, it remains widely used by founders for operating accounts, fundraising proceeds, and cross-border transactions.
If your company banks with SVB, that account is the backbone of your books. Payroll leaves from it, vendor payments clear through it, investor wires land in it, and every other financial tool you use eventually settles against it.
Inkle's direct API integration with SVB syncs those transactions into your Inkle dashboard automatically. No manual statement downloads, no month-end catch-up, and far fewer reconciliation errors than working from exports.
Features
New SVB transactions appear in Inkle Books on their own, so your books stay current between one close and the next.
See your true cash position and runway from inside your books, without opening a banking tab to check the balance.
Operating, savings, and accounts holding fundraising proceeds sync together and map to the right ledger, with no sorting afterwards.
Transactions arrive with the detail needed to match them, so closing the month becomes a review rather than a rebuild.
The account most transactions touch is also the slowest to reconcile by hand, and connecting it removes that work entirely.
.svg)
You authorise on SVB's own login screen, so Inkle only ever reads transaction data and can never move your money.
How do you connect
Silicon Valley Bank
to Inkle?
Open Data Sources
from the left navigation in Inkle Books.
Click Connect
in the top right to open the Connect Data Sources hub.
Select SVB under Bank & Credit Cards,
alongside Mercury, Brex, Ramp, and the 10,000+ banks available through Plaid.
Authorise through SVB.
You sign in on the bank's own screen and complete any two-factor step it requires. Your banking credentials never reach Inkle.
Choose which accounts to sync,
including operating, savings, and any accounts holding fundraising proceeds.
Your SVB accounts then appear on the Reconciliations dashboard under Accounting, grouped by source with a Last reconciled till date for each. Reconcile your operating account first, since cards and payment processors feed into it.
What data does Inkle pull from
Silicon Valley Bank
?
- Account name, type, and last four digits
- Account balances
- Transaction date, amount, and description
- Counterparty name
- Currency, for cross-border transactions
- Your SVB username or password
- Full account numbers
- The ability to initiate wires or transfers
- The ability to change anything at the bank
FAQs
Yes. You authorise on the bank's own login screen, so Inkle never sees or stores your credentials, and the connection is read-only. We can read transactions into your books but cannot move money. Revoke access from Data Sources whenever you want.
Transactions flow in automatically once connected, so your books stay current between closes rather than catching up at month-end.
Yes. Operating, savings, and any accounts holding fundraising proceeds can all sync, and each appears separately on the Reconciliations dashboard with its own reconciliation status.
Transactions come through with their currency, which matters for startups running India-US operations where money moves between entities. Cross-border flows have tax and transfer pricing implications, so having them recorded properly from the start makes filing season considerably easier.
Yes. Data Sources supports multiple connections, and the Reconciliations dashboard groups accounts by source, so SVB sits alongside your cards, Stripe, and anything connected through Plaid. Reconcile the operating account first, then cards, then processors.
Manually added accounts work the same way once you upload statements, which is what most founders use to backfill prior periods after migrating from QuickBooks, Xero, Pilot, or Puzzle.
