Back office
Transactions
Connect a bank, pull the last 90 days into your ledger, and re-categorize any line. The engine does the first pass; you approve, edit, and forget.
01 · Connect
Plaid a bank
Read-only access. Sandbox supported out of the box; production credentials live on the server.
Read-only access. We never see your bank password and we never move money.
Connected banks
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Transactions
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