Bank Connections

Connect a bank or card for the selected company. Daily sync runs at 6am MT — transactions land in that company’s Books review queue with the AI bookkeeper preparing reviewable drafts. Suppress accounts that do not belong to the selected company; suppressed accounts never sync transactions to the database.

Connected institutions

Accounts map each to a Chart of Accounts row so transactions can post correctly

Fidelity (manual import) Plaid doesn't reliably support Fidelity — drop a periodic CSV/statement here (or on the Books drop zone — it's auto-detected there too) and we dedup + auto-draft margin interest charges

Or paste CSV / statement text