Connect your bank
Your bank, in your books
Connect your bank and credit cards and new transactions arrive by themselves. Prefer not to connect? Upload a statement from any bank instead.
$9.99/mo · 60-day free trial · No credit card to start
Banking · For reviewBusiness Checking
- Home Depot−$214.60Sorting… Supplies
- Client payment · Johnson+$1,240.00Sorting… Sales
- Shell−$62.10Sorting… Fuel
Secure and read-only
You sign in through Plaid. TallyPip never sees your bank password.
Works with any bank
Upload a CSV statement. Anything already in TallyPip is skipped.
Reconcile in minutes
Tick off your statement and know your books match the bank.
How it works
Simple from start to finish
- 1
Add your bank and card accounts.
- 2
Connect your bank, or upload a statement.
- 3
Review what came in: each transaction already has a suggested category.
- 4
Post them to your books, one at a time or many at once.
Questions
Is it safe?
Yes. Bank connections go through Plaid, your bank password never reaches TallyPip, and TallyPip only reads your accounts and transactions.
What if my bank isn't listed?
Download a statement from your bank's website and upload it. It works with any bank.
Is bank sync included in the price?
Yes. Bank and card connections are part of the plan.
More of what TallyPip does
- Send invoicesLook professional. Get paid faster.Learn more
- Get paid onlineA Pay now link on every invoice.Learn more
- Sorted by AIEvery transaction in the right place.Learn more
- Bills and expensesKnow what you owe and when.Learn more
- ReportsKnow where you stand.Learn more
- For Etsy sellersEvery Etsy fee and payout, sorted.Learn more
One plan, $9.99/mo
Invoicing, banking, reports and your whole team. No tiers to decode. 60 days free, no credit card to start.