Bank connections are defined for your organization during setup; the credentials your bank requires and static egress IP authorization, where needed, are completed together with the setup team.
Follow one financial signal from the bank to the books.
The product is not a collection of disconnected dashboards. The same scoped data travels through visibility, investigation, reconciliation and accounting without losing its source or refresh context.
1
Balances
Every figure shows its source and time.
Group accounts by company or bank and read each currency separately. Refresh states and timestamps make it clear whether a number is current, waiting or unavailable.
Multi-company and multi-currency totals
Refresh state and timestamp per account
List or card view, whichever you read faster
Multi-company and multi-currency totals
TRY70
USD40
EUR20
Transactions
Reconciliation3/5
2
Reconciliation
Investigate and reconcile in the same context.
Filter the transaction set, mark matched items, leave team notes and see if a previously marked bank transaction changes.
Filter, search and export what you see
Mark, annotate and watch progress
A warning when a marked transaction changes
3
Accounting connections
Post to Odoo. Compare with QuickBooks.
Map accounts once. Send approved transactions to Odoo, or read QuickBooks balances and General Ledger data for a side-by-side comparison. The AI connector respects the same user and account scope.
Send approved transactions to Odoo
Read-only balance and ledger comparison with QuickBooks
Bank credentials are encrypted and access is limited by capability, company and account scope. The audit infrastructure records important actions; two-step verification is mandatory for privileged roles, and fixed egress is supported for bank IP authorization.
Capabilities narrow further by company and account scope.
Important access and data actions feed the audit infrastructure.
Fixed egress supports bank-specific IP authorization.
Security and governance
Encrypted credentials and scoped permissionsAudit infrastructure for important actionsMandatory 2FA for privileged roles and fixed-egress support
+0.7%
−1.4%
+2.1%
Visible freshness
iPhone companion
Your balances in your pocket
The iOS app carries the balance, transaction and filter views you use at your desk, ready for quick checks away from it.