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

Planned Bank Connector Features

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

How It Will Work

1

Bank Account Setup

Securely connect your bank accounts using OAuth authentication.
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.

Security & Compliance

Security Measures:
  • OAuth 2.0 authentication
  • End-to-end encryption
  • No password storage
  • Secure API connections
  • Regular security audits
Compliance Features:
  • PCI DSS compliance
  • GDPR compliance
  • Regional banking regulations
  • Data protection standards
  • Audit trail maintenance

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

Stay Updated

Get Notified

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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!