improved

Business Owners

Accounting Firms

All Users

Clearer Connections Navigation + Faster Bank Search

What’s New:
We updated the Connections experience to make it easier to find what you need. The left sidebar now groups connections into Banks & Cards, Payroll, Bills & Expenses, and Revenue. Within Banks & Cards, you’ll also see a list of commonly used institutions (powered by Plaid) so you can connect faster.
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Why It Matters:
Less hunting, fewer clicks. You can jump straight to the type of connection you’re setting up—and quickly spot popular banks and card providers without needing to search from scratch.