Ingestion
Connect Accounts
Bank feeds via Plaid. Transactions pull automatically every morning — sync on demand anytime.
Connected accounts
5
MTD transactions
322
Last sync
Jun 20, 06:12
Needs attention
1
Bank Accounts
3
CH
Chase Business Complete Checking
•••• 4417
1010 — Cash: Operating Checking
Active
Last refresh
Jun 20
Txns through
Jun 19
Up to date
$28,412
Balance
214
MTD txns
7d
BA
Bank of America Business Advantage Savings
•••• 8823
1020 — Cash: Reserve Savings
Active
Backfilling…
Last refresh
Jun 20
Txns through
Jun 17
3 days behind
$61,900
Balance
38
MTD txns
7d
WF
Wells Fargo Initiate Business Checking
•••• 0592
1030 — Cash: Payroll Checking
Disconnected
Last refresh
May 28
Txns through
May 27
24 days behind
$4,130
Balance
—
MTD txns
7d
Add bank account
Wells Fargo, Chase, Bank of America
Credit Cards
2
AX
American Express Business Platinum
•••• 1008
2100 — Credit Card: Amex Platinum
Error
⚠ The login details for this account have changed. Re-authenticate through Plaid to resume syncing.
Last refresh
Jun 14
Txns through
Jun 13
Sync paused
-$3,284
Statement bal
61
MTD txns
7d
CH
Chase Ink Business Preferred
•••• 7731
2110 — Credit Card: Chase Ink
Active
⚠ Consent
Last refresh
Jun 20
Txns through
Jun 18
2 days behind
-$1,842
Statement bal
9
MTD txns
7d
Add credit card
Chase, Amex, any card via Plaid