✨ What's New: More Reliable Bank Feeds and Greater Flexibility
Upgraded Bank Feeds. We have partnered exclusively with Plaid to provide a class-leading, highly reliable bank feed service for your business. This upgrade ensures a more stable connection to your financial institution, giving you peace of mind regarding your data.
Refreshed Email Designs. We’ve polished our email module to give your client communications a cleaner, more modern look.
Localized Billing for Canada. Canadian businesses currently on USD plans now have the option to switch to Canadian dollar billing. Please note that to ensure accurate processing, this change requires starting a new subscription.
🛡️ Fixes & Updates
Legacy Provider Sunset. Support for our previous provider, Yodlee, ended on July 31, 2025, to pave the way for our improved infrastructure.
Backup Methods. If your business operates outside the USA/Canada or utilizes a bank not currently supported by Plaid, we have ensured you can still maintain accurate books. Use our "File Upload" method to easily import your transaction history manually. [learn more]