24/7 Bank Sync with Plaid
Securely connect your clients' banks and import transactions in real time, completely automated.
Bank-Grade Security
Connection is handled through Plaid, the global gold standard for financial data sharing. Your banking credentials are never seen or stored on our servers.
Automatic Daily Imports
Forget about requesting PDF or CSV bank statements. ContaBaseOne downloads and imports new transactions every night automatically.
Multi-Institution Support
Compatible with thousands of banks and credit unions (Chase, Bank of America, Wells Fargo, etc.), letting you unify multiple accounts in one place.