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      How can I import Expenses from my bank account?

      Automatic expense importing is made possible through our third party connectors - Plaid, Salt Edge and Yodlee, which support most major bank and credit card accounts worldwide.

      Ensure your Company Profile is set to the appropriate Country, and use the below chart to determine which Bank Connection partner supports your country. Then click on their link(s) to get started with bank import.

      Plaid Salt Edge Yodlee

      Supports: 

      • Canada
      • France
      • Ireland
      • Netherlands
      • Spain
      • United Kingdom

      Supports:

      • Austria
      • Belgium
      • Bulgaria
      • Croatia
      • Cyprus
      • Czech Republic
      • Denmark
      • Estonia
      • Finland
      • Germany
      • Greece
      • Hungary
      • Iceland
      • Italy
      • Latvia
      • Liechtenstein
      • Luxembourg
      • Malta
      • Norway
      • Poland
      • Portugal
      • Romania
      • Slovak
      • Republic
      • Slovenia
      • Sweden

      Supports:

      • Everywhere else depending on Yodlee's coverage (not already covered by Plaid or Salt Edge)
      Bank Connections will display a Connect My Bank button with Bank connections are powered by Plaid underneath: 

      Bank Connection screen showing information on how to connect to Plaid with a connect my bank button.

      Connecting to a Bank will look like this:

      Preview of bank connection via Plaid.
      Bank Connections will display a Connect My Bank button with Bank connections are powered by SaltEdge underneath: 

      Bank Connection screen showing information on how to connect to SaltEdge with a connect my bank button.

      Connecting to a Bank will look like this:

      Preview of bank connection via Salt Edge.
      Bank Connections will display the top 12 banks in your Country with a Find your bank link:

      Bank Connection screen showing top 12 banks and find my bank link.

      Connecting to a Bank will look like this:

      Preview of bank connection via Yodlee.

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