Bank Connectivity
One-Click Bank Sync — Auto Reconciliation Built In
Connect your bank account directly for seamless, automated financial tracking and reconciliation.
Get a DemoConnected Banking
Your Accounts, Linked in Under a Minute
Pick your bank, authorize through a secure OAuth window, and transactions start flowing immediately across 10,000+ supported U.S. institutions — no CSV exports and no credentials to hand over.
See how CDL Mortgage cut month-end reconciliation by 90%.Get a Demo
Automated Reconciliation
Books That Close Themselves
Rules and AI matching clear the routine work so your team reviews exceptions instead of line items. Month-end becomes a short review rather than a three-day project.
T3 Energy Inc eliminated 30+ hours of manual entry every month.Get a Demo
Everything Your Bank Feed Should Do
Connected accounts, matched transactions, and books that stay current on their own.
Multi-Account Aggregation
Checking, savings, credit cards, and merchant deposits all flowing into one balance view.
Read-Only Security
Plaid OAuth with bank-level encryption. No stored passwords and no ability to move money.
Auto-Categorization
Every transaction tagged to the right account and class the moment it clears.
Smart Matching
Deposits and payments matched to the invoices and bills they belong to, automatically.
Exception Flagging
Only the transactions that need a human decision get surfaced for review.
Historical Import
Up to 24 months of past transactions pulled in so your reporting starts complete.
Hours Saved, Errors Gone
Finance teams that ditched manual reconciliation
CDL Mortgage
Challenge
Month-end reconciliation took 3 days of manual work.
Result
90% reduction in reconciliation time
Services Used
T3 Energy Inc
Challenge
Transaction entry consumed a full accounting role.
Result
Zero manual entry — saved 30+ hours/month
Services Used
Ready to Automate Your Finances?
Connect your bank and watch the reconciliation happen itself.