Import Data
Connect your bank accounts or upload historical transaction data
Bank-Level Security
256-bit encryption
Smart Categorization
AI-powered sorting
Real-Time Sync
Auto-updates daily
Upload Files
Upload bank statements, CSV exports, or financial documents
Drop files here or click to upload
Supports CSV, OFX, QFX, and PDF files up to 10MB
CSVComma-separated values
OFX/QFXOpen Financial Exchange
PDFBank statement PDFs
Bank Connections
Coming Soon
Securely connect your financial institutions for automatic syncing
Bank API Integration
Direct bank connections are coming soon. We are working with financial institutions to bring you secure, real-time account syncing. In the meantime, use file upload to import your data.