One dashboard for every bank account your business operates.
Stop logging into separate bank portals. See consolidated balances, live transaction feeds, and auto-reconciled statements across HDFC, ICICI, SBI, Axis, and more -- all from one screen, with zero credential storage.
Everything Your Finance Team Needs From Banking
Three features that replace five bank portals and a spreadsheet
Multi-Bank Dashboard
See every bank account your business operates in a single consolidated view. Current accounts, savings accounts, FDs, and credit lines -- all with real-time balances and recent activity.
- Consolidated balance view across all banks and account types
- Low balance alerts with configurable thresholds per account
- Transaction search across all accounts with advanced filters
- Account-level and entity-level cash position summaries
Real-Time Transaction Sync
Transactions flow in as they happen. No more waiting for end-of-day statements. Know immediately when a vendor payment is debited or a customer payment lands.
- Live transaction feeds with instant push notifications
- Automatic categorization of debits and credits
- Statement download in PDF, CSV, or Excel for any date range
- Transaction annotations and tagging for month-end close
Automatic Reconciliation
Bank transactions are matched against your invoices, payments, and journal entries using intelligent rules. Exceptions surface automatically so your team handles only what needs attention.
- Rule-based matching on UTR, amount, date, and vendor
- Exception handling with guided resolution workflows
- Reconciliation status reports for auditors
- Month-end BRS (Bank Reconciliation Statement) generation
Your Banking Data is Safeguarded
We take bank connectivity security seriously -- here is how we protect your data
API-Only Access
We connect through official bank APIs with read-only permissions. No screen scraping, no workarounds.
No Credential Storage
Your bank login credentials are never stored on our servers. Authentication happens directly with your bank.
Bank-Approved Integrations
Our connections are established through official bank partnerships and approved API channels.
End-to-End Encryption
All data in transit uses TLS 1.3 encryption. Data at rest is protected with 256-bit AES encryption.
SOC 2 & ISO 27001
Independently audited and certified. Your banking data meets the highest security and compliance standards.
India Data Residency
All banking data stored exclusively on AWS Mumbai servers within India. Full compliance with RBI data localization norms.
Connect Your Banks
Integration support for all major Indian banks -- with more being added every month
All Major Indian Banks Supported
Connect HDFC, ICICI, SBI, Axis, Kotak, Yes Bank, IndusInd, and more. Each integration is API-based with read-only access -- no credentials stored.
- Official API integrations, no screen scraping
- New banks added every month
- Multi-branch and multi-entity support
Connect Your First Bank in 2 Minutes
One dashboard, all your banks. Real-time balances, auto-reconciliation, and complete transaction visibility -- without storing a single credential.