automation

Export Your Data

Export transactions, reports, and data to Excel, CSV, or PDF anytime.

Key Benefits

Multiple formats

Custom date ranges

All data included

API access

Get started in minutes with our free 14-day trial. No credit card required.

Set up rules to automatically categorize, approve, and route transactions.

Store invoices, receipts, and contracts attached to transactions. Find anything instantly.

Receive notifications for large expenses, low balances, and overdue invoices.