Bank Integration
Automatic transaction syncing and smart financial reconciliation
Connect your bank accounts for automatic transaction syncing every 6 hours. Smart categorization and reconciliation included.
Bank Integration Dashboard
Real-Time Financial Visibility
Connect all your business bank accounts, credit cards, and payment processors in one place. Our bank integration automatically syncs transactions every 6 hours, giving you real-time visibility into your cash flow.
Key Features
🔄 Automatic Syncing Transactions sync every 6 hours across all connected accounts, so your financial picture is always up-to-date.
🧠 Smart Categorization AI automatically categorizes transactions based on merchant data, your business patterns, and industry standards.
🔗 Universal Compatibility Connect with 12,000+ financial institutions worldwide, including major banks, credit unions, and payment processors.
🔐 Bank-Level Security 256-bit encryption and read-only access ensure your financial data stays secure and private.
Intelligent Transaction Matching
Receipt Reconciliation
Automatically match receipts from your Smart Inbox with bank transactions. No more manual matching or duplicate entries.
Invoice Payments
Instantly identify when invoices are paid and automatically update payment status across your system.
Expense Categorization
Smart categorization learns your business patterns and automatically sorts expenses into the right categories.
Transaction Matching Flow
Multi-Currency Made Simple
Global Business Support: Handle transactions in 150+ currencies with real-time exchange rates Automatic Conversion: Convert foreign transactions to your base currency automatically Exchange Rate Tracking: Historical exchange rate data for accurate financial reporting Multi-Currency Invoicing: Bill international clients in their preferred currency
Advanced Financial Features
Cash Flow Forecasting
Predict future cash flow based on historical patterns, upcoming invoices, and recurring expenses.
Anomaly Detection
Get alerts for unusual transactions, potential fraud, or unexpected spending patterns.
Reconciliation Automation
Automated bank reconciliation that saves hours of manual work each month.
Financial Health Scoring
Real-time scoring of your business's financial health with actionable insights.
Supported Integrations
Major Banks: Chase, Bank of America, Wells Fargo, Citibank, and thousands more Credit Cards: Visa, Mastercard, American Express, and business credit cards Payment Processors: Stripe, PayPal, Square, and popular payment gateways International: Support for banks in 25+ countries across North America, Europe, and Asia
Supported Banks
Enterprise-Grade Security
Your financial data is protected with the same security standards used by major banks:
- 256-bit SSL encryption for all data transmission
- Read-only access - we can't move money or make changes
- SOC 2 Type II compliant infrastructure
- Regular security audits and penetration testing
Getting Started
Setting up bank integration takes less than 5 minutes:
- Connect: Link your bank accounts through our secure portal
- Sync: Transactions automatically sync every 6 hours
- Categorize: AI organizes transactions based on your business
- Reconcile: Match receipts and invoices automatically
Transform Your Financial Management
Stop manually importing bank statements and categorizing transactions. Let our bank integration handle the heavy lifting while you focus on growing your business.