Your entire cash position.
One decisive view.

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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Protected by encrypted sessions and rate-limited access.

IN INVESTO

WORKSPACEInvesto GroupOrganization

MANAGEMENT

NS

NoamSuper Admin

All entitiesData awaiting connection

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

Source label (optional)Legal entity (optional)

ACCESS CONTROL

Full nameEmail

RoleTemporary passwordAt least 12 characters; share out of band.

Overview Accounts Transactions Alerts Reports Settings Audit log

Connect Plaid sources Classify transactions Manage alerts Export reports Manage users

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DASHBOARD TILE

Tile typeAccount or card