Feature Ideas

It is very unsatisfying to signup and pay for the service and then have to wait until the end of the month for statement downloads to start. People like immediate gratification. It is a bit of a letdown after signing up, enabling connections, etc, to have no statements downloaded and need to wait more than a week...

https://squareup.com/us/en

Q3 2024

https://www.att.com/

The possibility of having a full white label when sending an email to the clients to create a connection. This idea would create more trust and also allow for more expansion

We have many clients based in Canada that use Mercury to do business in the USA. This would be a great add and is already available on Plaid. https://mercury.com/

https://www.guideline.com/

You have Fidelity but no Vanguard integration; a bit surprised its not core already.

My client has a small local bank (www.smallbusinessbank.com) and would like to be able to fetch statements from it.