11,000+ institutions
Connect through Plaid and direct integrations. Major banks, regional banks, credit unions, brokerages — connection is a one-click thing.
United States
Chase, Bank of America, Wells Fargo, Citi, Capital One, US Bank, PNC, Truist, Schwab, Fidelity, Vanguard, the credit unions and the rest. Checking, savings, brokerage, 401(k), credit cards, loans — every dollar tracked together, none of them stuck in their own app.
Made for the US market
Connect through Plaid and direct integrations. Major banks, regional banks, credit unions, brokerages — connection is a one-click thing.
Every transaction sorted automatically. The system learns from your corrections and applies the rules to similar movements.
Pattern detection, alerts before the problem hits, and quiet suggestions for the next move. No spam.
Mouse optional. Interactive tour the first time. Printable shortcut sheet so power users move fast.
Connected institutions
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