Bank data infrastructure for the whole firm.
Unlimited bank and brokerage connections, SSO/SAML, custom roles, audit logs, a custom DPA, and NDA/MNDA on vendor-standard terms. Your banking data is never stored and never sold. Pricing is quoted to your firm.
1-business-day response. Run a free trial while procurement reviews the paperwork.
Every entity and bank, one governed connected position.
The promise procurement is looking for
The hardest question in a vendor review, answered three ways.
Never stored
We don’t store your transactions, balances, or account details. Data flows directly from your bank to your tools, and we retain only the operational metadata needed to run and audit your syncs.
Never sold
We charge a subscription for the service, not for your data. We don’t sell, analyze, or monetize your financial information in any way. You are our customer, not our product.
Encrypted end-to-end
Data is encrypted in transit with TLS and at rest with AES-256, the same standards used by major financial institutions. Revoke any connection from your bank at any time.
Built for the whole firm, everything, unlimited
The controls, contracts, and capacity that multi-entity firms and procurement teams need.
Unlimited everything
Unlimited bank and brokerage connections, feeds, documents, destinations, and team members, built for firms running dozens of accounts across multiple entities.
SSO / SAML
Single sign-on via SAML so access follows your identity provider, with provisioning and deprovisioning that match the rest of your stack.
Custom roles & access
Beyond owner, admin, editor, and viewer, define custom roles so analysts, controllers, and partners each see exactly what they should.
Audit logs
A traceable record of who connected what and when, ready to show a board, an auditor, or a security review.
Custom DPA & NDA/MNDA
A custom Data Processing Agreement plus NDAs and mutual NDAs on vendor-standard terms, so procurement can put paper in place before you connect anything.
Dedicated success team
A dedicated customer-success manager, priority support with a 1 to 2 hour response target, and help wiring feeds into the models and tools you already use.
Custom API & MCP limits
Custom API and MCP rate limits for high-volume pipelines and AI-agent workloads, tuned to your throughput instead of a fixed tier.
Custom volume pricing
Pricing quoted to your account count and team rather than a per-seat list price, with a single plan covering the whole firm.
Who runs on Enterprise
Firms that need many accounts, real controls, and a clean answer about where their data goes.
Venture capital & private equity
Consolidate fund and management-company accounts into the treasury model you already build.
Learn more →Treasury & finance teams
One live cash position across every bank and brokerage, feeding your forecast and runway models.
Learn more →Accountants & advisory firms
Many clients, each in their own isolated workspace, on one plan with the whole team.
Learn more →Enterprise FAQs
Is our banking data stored or sold?
What’s included in Enterprise that other plans don’t have?
Will you sign an NDA or MNDA and a custom DPA?
How is Enterprise priced?
How do we get started?
Which banks and regions are covered?
Let’s scope your Enterprise plan
Tell us your account count, the entities involved, and your security requirements, and we’ll come back with a proposal. NDA/MNDA and a custom DPA on vendor-standard terms.