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Transactions sync automatically. Know exactly where every dollar went.

Cashflowy connects with 12,000+ banks and payment apps via Plaid.

Cashflowy connects with 12,000+ banks and payment apps via Plaid. No CSV imports. No manual reconciliation.

No CSV imports. No manual reconciliation.

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Featured Integrations

Cashflowy + Chase

The most-used bank among Cashflowy users. Connect your Chase checking, savings, and credit card accounts via Plaid. Transactions pull in automatically, match to the right accounts, and categorize cleanly without manual sorting.

Cashflowy + Relay Financial

Relay is the chosen bank for Profit First business owners. Cashflowy is finetuned for it. Transfers between your Tax, Profit, OpEx, and Owner's Pay sub-accounts auto-match every time. No duplicate entries. No manual reconciliation.

Cashflowy + Mercury

Mercury is our recommended banking partner for service solopreneurs. Connect Mercury to Cashflowy and get instant transaction sync, clean categorization, and a real-time view of your cash position across every account.

Open a Mercury account

Payment Apps

Get paid through PayPal or Venmo? Connect them directly. Every transaction syncs automatically into your Cashflowy bookkeeping, no manual entry required.

Paypal

Accept client payments through PayPal?

Connect it to Cashflowy and every transaction syncs automatically. No CSV imports, no reconciliation headaches. Client payments flow straight into your books.

Venmo

Use Venmo to collect business payments?

Connect it to Cashflowy and those transactions show up in your books automatically. Categorize them cleanly alongside your other income.

Banks and Credit Unions

Connect any of these accounts to Cashflowy via Plaid. Transactions sync automatically and flow into your profit-focused bookkeeping.

Wells Fargo

Connect your Wells Fargo checking or savings account to sync and categorize into your Cashflowy bookkeeping.

American Express

Connect your Amex business or personal cards. Every charge syncs to Cashflowy and maps to the right expense category.

Capital One

Connect Capital One checking, savings, or credit accounts. Transactions pull in automatically.

Bank of America

Link your Bank of America business or personal accounts. Transactions sync via Plaid and flow into your bookkeeping.

Citibank Online

Connect your Citi accounts. Transactions sync automatically so your profit-focused bookkeeping is always current.

Bluevine

Bluevine is popular with freelancers and solopreneurs. Connect it to Cashflowy for automatic transaction sync and clean bookkeeping.

Discover

Link your Discover card or account. Transactions categorize automatically and feed into your monthly bookkeeping.

U.S. Bank

Connect U.S. Bank checking, savings, or business accounts. Automatic sync keeps your books current without manual imports.

Found

Found is built for self-employed business owners. Connect it to Cashflowy for a complete, real-time view of your business finances.

Frost Bank

Connect your Frost Bank account. Transactions sync via Plaid and flow into your Cashflowy bookkeeping automatically.

Live Oak Bank

Live Oak is a top choice for small business owners. Connect your account and transactions sync directly to your Cashflowy dashboard.

Navy Federal Credit Union

Connect your Navy Federal accounts. Transactions sync automatically, no CSV downloads needed.

Novo

Novo is popular with freelancers and consultants. Connect with Cashflowy to sync your transactions automatically to your bookkeeping.

SoFi

Connect your SoFi checking or savings account. Every transaction syncs to Cashflowy and categorizes automatically.

Truist

Link your Truist business or personal accounts. Transactions pull in via Plaid and flow into your bookkeeping without manual entry.

Alliant Credit Union

Connect your Alliant account. Transactions sync automatically so your books stay current.

American Eagle Financial Credit Union

Link your American Eagle FCU accounts. Transactions sync via Plaid into your Cashflowy bookkeeping.

Ameris Bank (Business Online Banking)

Connect your Ameris Bank business account. Automatic sync keeps your profit-focused allocations accurate every month.

Bank of Texas

Link your Bank of Texas account. Transactions sync automatically and categorize into your bookkeeping without manual work.

Barclays (Cards)

Connect your Barclays credit card. Charges sync to Cashflowy automatically and map to the right expense categories.

First Horizon Bank (Business)

First Horizon account transactions sync via Plaid into Cashflowy automatically, keeping your allocations current with no manual imports.

Don't See Your Bank?

We add new connections every month. If your bank is not listed, let us know and we'll flag it for the next integration sprint.

Request an Integration

Your bank is connected. Now see exactly what you can pay yourself.

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