Your entire cash position.
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Unified banking, card activity and financial controls—built for clarity, accountability and speed.

READ-ONLY BANKING · AUDITED ACTIONS · SECURE BY DESIGN

IN INVESTO FINANCE

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IN INVESTO

WORKSPACEInvesto GroupOrganization

MANAGEMENT

NS

NoamSuper Admin

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NEW DATA SOURCE

All banks and credit cards connect exclusively through Plaid. Bank credentials are entered only in Plaid Link—never in Investo Finance.

Bank or card via PlaidBank of America, Amex, Covercy and moreQuickBooksNon-banking accounting dataCSV importManual read-only source

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ACCESS CONTROL

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RoleTemporary passwordAt least 12 characters; share out of band.

Overview Accounts Transactions Alerts Reports Settings Audit log

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