Pro plan

Stop typing transactions. Let your bank send them.

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.

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What you get

Stripe-Secured

Connections are powered by Stripe Financial Connections — PCI-compliant and trusted by millions of businesses.

Automatic Import

Transactions from your connected accounts flow in on a regular schedule. No manual entry needed.

AI Categorization

Imported transactions are sorted by rules you set, plus AI suggestions for anything new.

Review Center

A clean review interface lets you confirm, re-categorize, or exclude transactions — individually or in bulk.

Balance Tracking

See your real-time bank balances alongside your P&L for the full financial picture.

100% Optional

Bank sync is entirely optional. Start free with manual entry, and add it when you're ready.

How it works

Connect through Stripe

A secure Stripe modal opens in your browser. Log into your bank there — your credentials go to your bank, never to us.

Transactions import automatically

Recent transactions appear in your review center. New ones sync on a regular schedule.

AI categorizes them

Rules and AI assign categories. You can customize rules to match how your business works.

You review and approve

Confirm categories, mark items as reviewed, or exclude personal transactions — one by one or in bulk.

Your data & privacy

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.

Why it matters

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

Bank Sync FAQ

No. Bank sync is completely optional. You can use YourProfitBook entirely with manual entries, receipt scanning, and invoicing.

Yes. Bank connections use Stripe Financial Connections, which is PCI-compliant and used by millions of businesses. We never see or store your bank login — credentials go directly to your bank through Stripe.

Stripe supports thousands of US financial institutions including most major banks, credit unions, and online banks.