Platform / Bank and card feeds
Every account, feeding in on its own.
Connect checking, savings and card accounts once, and every new transaction lands in the ledger without a manual import.
What it does
Built around how the work actually happens
One feed per account
Checking, savings and card accounts each connect independently, so a closed card does not interrupt the rest.
History on day one
A new connection backfills recent history instead of starting from a blank ledger.
No re-entry
A transaction that already exists is never duplicated, even after a feed reconnects.
Manual accounts too
An account that will not connect can still be kept current with a CSV import.
How it works
3 steps
Connect an account
Authenticate with the bank once; the connection is stored, not the credentials.
Transactions arrive
New activity appears in the ledger on its own schedule, no refresh required.
Classification takes over
Every incoming transaction is handed straight to automatic classification.
See it next to the rest of the platform.
Every capability here reads from the same ledger, so nothing needs a second export to line up.