Is it safe?
Yep. UK banks and building societies have been making their customer data accessible to regulated and licensed third parties (like us) since 2018.
You can see all our supported accounts here.
When you connect your account, you'll securely sync:
- Transaction details (usually for the last 12 months, depending on your bank)
- Account balance
- Direct debits and standing orders
- Basic account information (like overdraft limits, interest rates, monthly account fees)
- Saved payees imported by connected bank accounts