SECURE WORKSPACE
Create your account
Just an email and password to start. We ask you to turn on two-step login before you connect a bank or pick a paid plan.
Not ready? Try the demo workspaceLost access to your authenticator?- Create your account with an email and password.
- Set up an authenticator app. This is a free phone app that shows a 6-digit code, and it is required before any financial data can be opened.
- Connect a bank or import a statement, whichever suits you.
Plaid-hosted bank connection · two-step login before bank access · traceable bookkeeping changes · portable accountant exports