Connect your bank account securely through Stripe Financial Connections, and transactions import automatically. AI categorizes them using rules you control. You review and approve — that's it.
Connections are powered by Stripe Financial Connections — PCI-compliant and trusted by millions of businesses.
Transactions from your connected accounts flow in on a regular schedule. No manual entry needed.
Imported transactions are sorted by rules you set, plus AI suggestions for anything new.
A clean review interface lets you confirm, re-categorize, or exclude transactions — individually or in bulk.
See your real-time bank balances alongside your P&L for the full financial picture.
Bank sync is entirely optional. Start free with manual entry, and add it when you're ready.
A secure Stripe modal opens in your browser. Log into your bank there — your credentials go to your bank, never to us.
Recent transactions appear in your review center. New ones sync on a regular schedule.
Rules and AI assign categories. You can customize rules to match how your business works.
Confirm categories, mark items as reviewed, or exclude personal transactions — one by one or in bulk.
Your bank connection is powered by Stripe Financial Connections — the same security used by millions of businesses worldwide. Your bank login credentials go directly to your bank through Stripe's secure modal; we never see or store them. You can disconnect any account at any time with one click.
Plan availability
Bank Sync is available on Pro and Business plans. It is 100% optional — you can use the app entirely with manual entries and add bank sync whenever you're ready.
Eliminate hours of manual data entry every month
Never miss a transaction — bank sync catches everything
Your bank login credentials stay with your bank, not us
Works alongside manual entries — no conflict
Disconnect any account at any time with one click