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Accounting Software + Tax & Compliance

Bank Syncing

Seamlessly link your financial accounts using trusted providers like Plaid, Yodlee, or Salt Edge. Gain real-time access to balances, transaction histories, and cash flow across all your personal or business accounts. Unlock a complete view of your finances. Leverage secure connections via Plaid, Yodlee, or Salt Edge to instantly pull in data from all your accounts. Get up-to-the-minute insights into your balances, detailed transaction histories, and overall cash flow for both personal and business needs.

Key Benefits

Securely integrate your accounts through trusted providers like Plaid, Yodlee, and Salt Edge. This gives you immediate, real-time visibility into your balances, transaction data, and cash flow across all your personal and business holdings.

  • Automatic transaction import – No manual entry, ever.
  • Real-time balance tracking – Always know where you stand.
  • Smart categorization – Instantly sort spending by type.
  • Multi-bank view – See all your accounts in one dashboard.

Payment Platforms Integration

Easily connect platforms like Stripe, PayPal, Square, and more to track payments, income, fees, and refunds with precision. Leverage secure connections via Plaid, Yodlee, or Salt Edge to instantly pull in data from all your accounts. Get up-to-the-minute insights into your balances, detailed transaction histories, and overall cash flow for both personal and business needs.

Secure & Compliant

We use industry-standard encryption and read-only access protocols. Your data is protected — always. We partner with industry leaders like Plaid, Yodlee, and Salt Edge to give you instant, real-time access. See all your balances, track transactions, and understand your cash flow across every personal and business account, all in one place. Securely integrate your accounts through trusted providers like Plaid, Yodlee, and Salt Edge. This gives you immediate, real-time visibility into your balances, transaction data, and cash flow across all your personal and business holdings.

Payment Platforms

Securely integrate your accounts through trusted providers like Plaid, Yodlee, and Salt Edge. This gives you immediate, real-time visibility into your balances, transaction data, and cash flow across all your personal and business holdings. Seamlessly link your financial accounts using trusted providers like Plaid, Yodlee, or Salt Edge. Gain real-time access to balances, transaction histories, and cash flow across all your personal or business accounts.

Integrations

More Integrations

Integration Card IconBank Syncing

Connect your bank accounts securely and get real-time transaction updates.

Integration Card IconPayment Platforms

Track business income, customer payments, and expenses without manual entry.

Integration Card IconTax & Compliance

Export tax-ready reports and integrate with your preferred tax filing software.

Start Protecting Your Money Today

With collateral-based protection powered by Inquest, you gain peace of mind knowing your assets are secure, while reducing losses and saving money with every deal.

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