Automate the retrieval of transaction data

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.