Documents from your sources.

Start with uploads and bank CSV files. Other connections show their actual availability.

File uploads

PDF, JPG, and PNG documents

Available

Bank CSV

Import and review your transactions

Available

Gmail / IMAP

Private Gmail or encrypted IMAP connection

Configuration required

Google Drive

Exports to your folder; optional document imports

Configuration required

WhatsApp Web

Unofficial WhatsApp Web; selected conversations only

Beta

Open Banking

Planned

Planned