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Plaid bank sync · auto-categorising · multi-entity
Connect your accounts through Plaid and transactions arrive already sorted — categorised by rules you control, and kept apart as business or personal so nothing lands on your profit and loss statement that shouldn't.
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If you own two companies and a personal account, one bank feed serves all three. Coffee goes on the business card. A contractor gets paid from the wrong entity. By March you are reconstructing the year from memory.
acctly starts from that reality. Every transaction carries an entity and a business-or-personal flag, so the books stay separable no matter which card you reached for.
How it works
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Features
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Multiple businesses
Multi-entity is built in from the first day, not sold as an upgrade. Each business keeps its own accounts, categories, rules and statements. Switch between them from the sidebar; nothing bleeds across.
Chart of accounts
Twenty-four parent categories with subcategories, mapped to Schedule C and 1120 lines — including the distinctions most apps skip: capital expenditures held on the balance sheet, owner draws kept out of the P&L, and transfers that aren't income at all. Add your own anywhere.
Pricing
Every screen works free with a full set of sample books. Pay when you want your own bank feed in there.
The whole application, with sample books for demo purposes.
Connect your accounts and let the rules do the sorting.
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Get ProThree bank logins per workspace, because Plaid bills per connection. Billing runs through Stripe — cancel or change plan from the portal any time.
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FAQ
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Sign up free and work through a full set of sample books. Connect your own banks when you're ready.