Bank
A bank account linked through Plaid, feeding your transactions.
Link a business account once; the bank feed does the rest.
What it connects to
Your bank and card accounts, through Plaid
What comes in
Each account's transactions as they post, for you to match to an expense, an invoice payment or income.
What goes out
Nothing. SMG Tools reads what Plaid passes on and never moves money.
Which plan
Included in Professional and Crew. Compare plans.
Works with
- Bank Feed, which needs it
Trades
Every trade.