Automate Bank Transactions to Books

With a few simple clicks, effortlessly record and manage transactions using our intuitive
'Banks to Books' feature, keeping your financial records accurate and organized so you can
focus on your business, not bookkeeping

Get started

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4.3/5 (2,432 customers reviews)

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Simplify Your Bookkeeping
in Three Easy Steps

1

Set up Bank Accounts

Connect your bank accounts effortlessly to start tracking your transactions with ease. If you prefer not to, manually enter transaction details to start tracking your finance details.

Plaid Integration

2

Receive AI-Powered Recommendations

Automatically have your transactions categorized, ensuring accurate bookkeeping

Bank Recommendation

3

Record Transactions to Books

With a single click, easily record all your bank transactions and invoices into your ledger

Bank Ledger

Plaid Integration

Easily sync your bank accounts and credit cards using Plaid, ensuring your financial records stay automatically up to date

One-Click Direct Recording

Easily record all your bank transactions and invoices with a single click