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
How It Works
A simple process designed for ease
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.
