Connect with the tools you already use
Seamless integrations with your bank, accounting software, and productivity tools. Import data automatically, export reports effortlessly, and keep everything in sync.
Banking
Connect your bank accounts for automatic transaction syncing
Plaid
12,000+ institutions
Chase
Via Plaid
Bank of America
Via Plaid
Wells Fargo
Via Plaid
Citi
Via Plaid
Capital One
Via Plaid
Accounting
Sync with your accounting software for unified financial data
QuickBooks
Sync expenses & categories
Xero
Two-way data sync
FreshBooks
Import invoices & expenses
Productivity
Export data and get notifications in the tools you use every day
Google Sheets
Export transactions automatically
Slack
Budget alerts & notifications
Zapier
Connect 5,000+ apps
Three steps to connected finances
Connect
Choose your integration and authenticate securely. For bank connections, you log in directly through your institution via Plaid.
Sync
Your data flows automatically. Transactions, balances, and categories stay up to date without manual work.
Manage
Control what syncs, set refresh intervals, and disconnect anytime from your settings dashboard.
Your data stays safe
All integrations use read-only access by default. We never store your bank credentials, and we cannot initiate transactions or move money on your behalf. Data is encrypted in transit with TLS 1.3 and at rest with AES-256. Learn more on our Security page.
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