From bank connection to monthly insight
Four steps, no spreadsheets. Here's the full flow, in order.
01
Connect your bank
Link your account through GoCardless, a PSD2-certified open banking provider.
02
Transactions import automatically
Every payment syncs in - no CSV exports, no manual entry.
03
Spending gets categorized
Rules and embedding-based matching sort transactions into a ready-made set of categories you can adjust.
04
Read your monthly analysis
A visual cash-flow breakdown and AI insights land at the end of every month.
Where your data goes
Bank connections and manual accounts feed one pipeline. Everything below the centre is generated from what comes in.
Secure bank connection
PSD2 certified via GoCardless