Bank connections that
reconcile themselves.
Bank connections, reconciliation, and transaction tracking — matched against the invoices, bills, and payments already in the system.
Cash in and cash out match the books automatically. Multiple accounts across multiple banks — each synced independently.
Core banking & finance
Every dollar accounted for.
Every day.
Banking lives next to the rest of the platform — not in a separate window, not in a Friday-afternoon import. When a customer pays, the invoice closes, the transaction matches, and the GL updates.
Bank connections
Connect checking, savings, and credit accounts across multiple banks. Each account syncs independently.
Auto reconciliation
Transactions match against invoices, bills, and deposits already in the ledger. Exceptions flagged, not buried.
Transaction tracking
Categorized live with rules that learn from past matches. Every dollar has an account, a tag, and a source.
Card & expense tracking
Credit card activity, employee expenses, and reimbursements feed into the same ledger as bank activity.
Mobile check deposit
Capture a check photo from the field, deposit to the right account, and post the entry to the GL in one step.
Bank-grade security
Read-only connections, encrypted credentials, and full audit trails. Your bank login never lives in our system.
How it fits the platform
The bank feed knows what
the ledger is expecting.
Because invoices, bills, and payments are all in the same system, the bank feed matches them on arrival. No guess-categorization. No month-end reconciliation marathon.
Money moves
A deposit, a withdrawal, a card charge.
Bank syncs
The transaction pulls into the platform.
Matched to ledger
Auto-linked to an invoice, bill, or payment.
Books updated
Balance, cash flow, and reconciliation stay live.
Money moves
A deposit, a withdrawal, a card charge.
Bank syncs
The transaction pulls into the platform.
Matched to ledger
Auto-linked to an invoice, bill, or payment.
Books updated
Balance, cash flow, and reconciliation stay live.
Connect your banks.
Stop reconciling manually.
Multiple accounts across multiple banks, matched live against the same ledger that runs your operations.