Bank connectivity

Our system provides seamless integration with your bank account, enabling you to automatically connect your account statements (detailed records of all transactions) to our platform. This functionality allows you to view your bank transactions directly through our dashboard, streamlining your financial management process. Additionally, this feature lays the foundation for our automated reconciliation services, enabling you to match incoming payments with your invoices and subscriptions effortlessly.

Open Banking integration

To facilitate this connectivity, we use Open Banking, a secure and regulated framework that allows third-party applications, such as ours, to access your bank data with your explicit consent. Open Banking ensures that your financial data is accessed securely, with strong encryption and authentication standards in place. It provides transparency, giving you full control over which data is shared and for how long. This allows you to securely integrate your bank transactions into our system while maintaining confidence in the protection of your sensitive financial information.