Automate the retrieval of transaction data

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Your clients can connect their bank accounts, and you can automatically import this data into your financial models.

To connect bank accounts, you have two options:

  1. Create a Separate Workspace for Each Client: Invite clients to log into their individual Workspace and connect their bank account there. Each bank account will be associated with a separate Workspace. This option is ideal if you plan to create separate dashboards, reports, and ChatGPT for each client, which will be secured with a login and password.

  2. Use Connection Links in Your Master Account: Request clients to connect their bank accounts via Connection Links. Clients will open the link and connect their account without needing to log into a Workspace. This option is convenient if you do not intend to use dashboards but will prepare reports in a secure spreadsheet, for example.

Our product uses Plaid, you don't need a seprate Plaid subscription.