Bank connection & sync

Bank connection & sync#

Managing accounts#

Under Expenses → Bank accounts you can link additional accounts, see each one's status, and disconnect any account (which revokes access and clears the stored token).

Automatic vs manual sync#

• A daily background sync keeps everything current — you don't need to do anything.
• To pull the latest right now, hit Sync (or ask the agent to "sync my bank"). A first-time sync imports available history; if there's a lot, it continues over the next few syncs.

Reconciliation#

Imported transactions are matched to your invoices and expenses:

• High-confidence matches are reconciled automatically (an invoice is marked paid, a payment recorded).
• Uncertain matches are flagged as needs review so you can confirm.
• Duplicates are prevented — re-syncing never double-imports.

Personal accounts#

Link personal accounts too. Flag transactions as business or personal so the agent keeps your tax picture clean while still giving you the whole-life view.

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