Bank Integration

Connect all your accounts securely. Transactions sync automatically and categorize themselves in real-time.

Connected Accounts
Live Sync
Chase Business Checking
****2156
$12,452.30
Bank of America Savings
****8742
$8,920.15
Wells Business Account
****3568
$15,310.75

Step 1

Connect Your Bank

Securely connect your bank accounts using encrypted connections, ensuring your financial data.

Step 2

Auto Sync

All transactions are automatically synced from your bank, removing the need for manual uploads.

Step 3

Live Updates

Your financial activity updates in real time, so you always see the latest balances and transactions.