Your Questions, Answered

We connect through read-only bank feeds and encrypted document portals that meet industry security standards. You retain full control and can revoke access at any time.

How do you access my financial data securely?

Can you work with my current accounting software?


We specialize in QuickBooks Online as well as a variety of e-commerce integrations.


No. Our services are billed month-to-month, so you can scale up, pause, or cancel with 30 days’ notice. We believe flexibility builds trust.

Is there a long-term contract?