Our automation partiners
Features to Enhance Your Workflows.
These scenarios illustrate just a fraction of what you can achieve through our platform and partiners.
Transactions
Automatically sync your purchase data to a Notion database or Google spreadsheet to gain visibility into your spending habits and financial information.
Statements
Let our platform handle generating and sharing your regular financial statements as PDFs - just sit back and have them automatically sent out to your stakeholders via email or Slack.
Balance
You can request the current balance of an account by sending a message through either a Slack channel or a direct message (DM).
Personalized Alert
Send a personalized email, SMS, or Slack message whenever a transaction goes over a certain amount.
Add-Ons - (Coming soon)
Elevate your data experience with our customizable add-ons. Craft personalized financial reports catered to your unique time frame requirements.
Security & Compliance
By integrating with Plaid, we can seamlessly connect your financial transactions, and we prioritize implementing robust security measures to safeguard your data.
Seamless Integration with Advanced Tools
Leverage advanced automation solutions to sync your financial transactions with your favorite tools and platforms.
Affordable Pricing for You
Choose the plan that best aligns with your unique needs and budget.
Embrace the New Possibilities
Our innovative platform and world-class partners empower you to enhance accessibility to your financial standing.
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