Bank Import for SaaS using FinTrack
FinTrack connects to over 10,000 banks via Plaid — so every transaction is automatically imported, categorised, and analysed without any manual entry. Specifically designed for SaaS teams.
Manual CSV Exports
Manual CSV Exports
Uploading monthly bank exports is the most common reason people abandon budgeting apps.
Incomplete Picture
Manually entered data is always partial. Real behaviour only shows up when all accounts are connected.
Bank Import for SaaS
FinTrack uses Plaid to connect to all major banks and credit cards. Transactions sync automatically, categories are applied instantly, and every account is visible in a single dashboard. We build this specifically for SaaS teams.
Connect
OAuth-based Plaid connection for any of 10,000+ supported institutions.
Sync
Transactions imported automatically — daily refresh keeps data current.
Categorise
AI categorisation applied on import with user correction capability.
Unify
All accounts visible in a single net-worth and cash-flow view.
What you get
Why SaaS teams use FinTrack
Built for SaaS workflows
SaaS teams have unique requirements around compliance, data sensitivity, and growth patterns. FinTrack is configured to handle them.
Bank Import done right
Connect real bank accounts via Plaid for automatic, secure transaction import. Tailored to the context of SaaS operations.
Shipped in 3 days
Greta builds fast. FinTrack went from idea to live in 3 days. We can do the same for your SaaS product.
Build this for your SaaS product.
We build fast, production-ready SaaS products. Scope to launch in days, not months.