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Spend, transactions, and merchants, in the panel.

Securely link a bank or card via Plaid. The panel surfaces your spend with the current company (30-day, 90-day, lifetime) plus recent transactions, with merchants resolved through a 4-tier normalization pipeline.

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How it works

Step 01

Connect via Plaid

Standard Plaid Link flow, we never see a credential.

Step 02

Merchants normalize

Plaid entity ID → normalized name → fuzzy match → admin review.

Step 03

Spend resolves to companies

30/90/lifetime totals appear on every company you visit.

Why it's different

  • Access tokens encrypted at rest with AES-256-GCM
  • Row-level security on every Plaid table
  • Never auto-categorizes, every merchant is human-reviewed before global publication

Get the full panel free.