Integrations

Connect your accounting software and bank feeds directly. Import transactions with 2 clicks — no manual file exports.

Xero

Import bank transactions and push reconciliation results back to Xero. OAuth 2.0 secure connection.

  • Import bank transactions
  • Push matched results back
  • Multi-tenant support
  • Automatic token refresh
Connect Xero

QuickBooks Online

Pull transactions from QuickBooks and push reconciled matches back. Full OAuth 2.0 flow.

  • Import transactions
  • Push results back
  • Sandbox & production modes
  • Secure OAuth 2.0
Connect QuickBooks

Plaid Bank Feeds

Connect directly to 12,000+ banks. Pull transaction feeds automatically — no CSV exports needed.

  • 12,000+ bank connections
  • Automatic transaction sync
  • Real-time balance checks
  • Secure Link protocol
Connect Bank

Also Supports File Uploads

Don't use integrations? Upload files directly in any of these formats:

CSV Excel (.xlsx / .xls) PDF Bank Statements OFX QBO MT940

Narrative Report

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