Plaid · live
Transactions arrive on their own, and still wait for you
Connect a bank or card account through Plaid on the paid plans (3 included on Plus, 25 included on Practice). Each account you connect is mapped to its own account in the books, and its transactions land in the same review as an imported statement: matched where the books already have them, categorised by you or by a rule you previewed, and reconciled until the difference is $0.00.
- Every plan can import CSV, OFX, QFX or QBO statement files instead
- A transaction the feed already delivered is never imported twice
- Disconnect at any time; what was already reviewed stays in the books