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Coming Soon FeatureBank connectors for direct bank integration are currently in development and will be available in a future update.

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Planned Bank Connector Features

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What’s Coming

Real-Time Sync

Planned Features:
  • Direct bank account connection
  • Real-time transaction synchronization
  • Automatic data updates
  • Multi-account support
  • Secure API integration

Global Bank Support

Future Support:
  • Major banks worldwide
  • Regional bank networks
  • Credit card providers
  • Investment accounts
  • Business banking

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How It Will Work

1

Bank Account Setup

Securely connect your bank accounts through your bank’s own trusted sign-in — without ever sharing your password with us.
2

Automatic Sync

Transactions sync automatically in real-time or on schedule.
3

AI Processing

AI categorizes and analyzes transactions as they arrive.
4

Real-Time Insights

Get instant financial insights and notifications.

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Security & Privacy

What you can expect:
  • Bank connections will use secure, industry-standard sign-in — you’ll never share your banking password with us
  • Your data will be encrypted in transit (TLS) and at rest
  • Read-only access: connectors are designed to view transactions, not move money
  • You’ll be able to disconnect a bank and delete its data at any time
Our commitments:
  • GDPR-aligned data handling
  • You stay in control of your data
  • Built to respect regional banking and open-banking requirements
  • Clear, plain-language privacy practices

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Current Alternatives

While bank connectors are in development, you can currently:

CSV/PDF Import

Available Now:
  • Upload bank statements
  • Import transaction data
  • Manual categorization
  • Bulk processing

Manual Entry

Current Option:
  • Create transactions manually
  • Add receipts and bills
  • Track expenses
  • Maintain records

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Stay Updated

Get Notified

Subscribe to our newsletter to be notified when bank connectors become available.
Ready to use current features? Check out CSV/PDF Import for data import or Transaction Management for manual entry. Bank connectors coming soon - stay tuned for real-time synchronization!