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Integrations
Connections, labelled honestly.
Availability depends on country, institution, and provider. We label what works today separately from what is in development or planned.
Available where supported
Financial account connections
Connect supported bank and financial accounts where available, with CSV or OFX import as a fallback for supported records.
Available
Record import
Import statements and records where a direct connection is not available.
Available
Document and file handling
Upload, store, and link business and financial documents to supported records.
Available
Connect meetings
Use text, files, notes, and live audio or video meetings inside the workspace. Meeting limits depend on the plan.
In development
Investment and brokerage data
Portfolio data connections through supported providers.
Planned
Calendar and email provider connections
Live two way connections with calendar and email providers.