Auto-playing demo
How the system works · 1 of 8
Step 1 · Connect your accounts
Bank, credit cards, QuickBooks — three connection paths.
- ▸Plaid Link for 12,000+ US institutions (real bank picker, real OAuth)
- ▸QuickBooks Online OAuth for your books
- ▸OFX Direct Connect — talks to your bank's OFX server, no aggregator
- ▸Universal fallback: drop a CSV or OFX/QFX statement file
Coverage
Universal
This is a live, interactive auto-playing demo — not a video. Click any "See this live" CTA to jump to the real implementation. Use the print-to-PDF button on the reports page to export documents.