Connect Novo to FiscalInsights
Sync Novo small business banking transactions automatically.
Integration Features
How It Works
Novo bank transactions sync to FiscalInsights daily through a secure connection. Checking account transactions, reserve account activity, and invoice payments received through Novo are all captured. Novo's clean transaction data enables accurate AI categorization from the first day.
How to Connect Novo
Novo was built specifically for small businesses, freelancers, and entrepreneurs — making it a natural complement to FiscalInsights. The integration connects your Novo checking account and any reserve accounts for automatic transaction import and categorization.
Novo's reserve accounts — which let you set aside money for taxes, emergencies, or specific goals — connect alongside your main checking account. FiscalInsights tracks balances and transactions across all Novo accounts, giving you a complete picture of your business cash position. Transfers between reserves and checking are recognized as internal transfers.
Novo also offers its own invoicing feature, and payments received through Novo invoices appear in your bank feed as deposits. FiscalInsights recognizes these as income and categorizes them appropriately. For businesses using both Novo's built-in tools and FiscalInsights' more comprehensive accounting, the integration ensures nothing falls through the cracks.