Integration
No more downloading bank statements.
Coming soon: connect your US or Canadian business bank accounts and credit cards with your normal online banking login. Transactions sync daily, Finn categorises and reconciles them, and you review and sign.
Coming soon. Until then, upload statements as CSV or PDF.
What comes across
US banks including Chase, Wells Fargo and Citi
Canadian banks including RBC, CIBC, BMO, TD and Scotiabank, plus Amex
Business bank accounts and credit cards, connected with your normal online banking login
Transactions sync daily, with your history brought in on the first connection
Finn categorises and reconciles every transaction
Read-only: AccountsOS never moves your money, and you can disconnect any time
How it works
Connect US and Canada bank feeds once, then stop thinking about it.
Connect your US or Canadian bank once. Finn does the books from the daily feed.
Connect your bank
Pick your bank, sign in with your normal online banking login and choose the accounts and cards to share. Read-only, and you can disconnect any time.
Finn categorises and reconciles
Finn brings in your history, then syncs every day. She categorises each transaction and matches payments to your invoices and bills.
Review and sign
You see only the exceptions. A person reviews and signs, so the books stay yours.
Why it's worth it
No more monthly statement downloads and uploads
Your books are current every day, not once a month
Finn does the production work and a person reviews and signs
For founders: connect once and stop thinking about it
For accountancy practices: each client company connects its own bank, and Finn prepares the books across your client book from daily feeds, with your team reviewing and signing off
Works with the rest of AccountsOS, so a group with US, Canadian and other companies stays in one place
FAQ