Ten institutions, not eleven thousand
The list is short and public. We do not borrow a Plaid marketing number. A missing account is typed in, and the file still closes.
United States
Ten US institutions,
named as they are.
The catalogue today connects Chase, Citi, JP Morgan, Mercury, Brex, Interactive Brokers, UBS, Payoneer, Santander US Empresas and Bessemer Trust. For accounts at Bank of America, Wells Fargo, Schwab, Fidelity or Vanguard, transactions are entered by hand with the same clarity. There is no federal e-invoice: the filing that matters is 1099 and state sales tax.
Made for the US market
Four practical things, in plain English.
Smart categorization
Every transaction sorted automatically. The system learns from your corrections and applies the rules to similar movements.
Predictive insights
Pattern detection, alerts before the problem hits, and quiet suggestions for the next move. No spam.
Keyboard-first
Mouse optional. Interactive tour the first time. Printable shortcut sheet so power users move fast.
In the US catalogue today
Chase
Citi
JP Morgan
Mercury
Brex
Interactive Brokers
UBS
Payoneer
Santander US
Bessemer Trust
🇺🇸 United States can sign up today
Automatic bank connections in United States are on the waitlist. Meanwhile, tasks, documents and real-time cards — any card in the world — are already available: the world is covered.
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