We recommend connecting to your bank accounts directly.

We work with Plaid and Basiq to integrate directly with your bank, meaning all you have to do is log in following the on-screen steps. We do not receive or store your credentials.

We support connecting your bank in the US, Australia, UK, Ireland, and the Netherlands, but not all banks are supported yet. Please try connecting, but we may need you to provide PDF copies of your bank statements for the last 6 months instead. These should be digital copies and not scanned physical copies.

If your bank account is in Spain, Belgium, Sweden, or Denmark, please select the option to upload bank statements and provide PDF copies of your bank statements.

Your data is secured in encrypted databases. View our privacy notice to learn more.