INTEGRATION

Smart Financial
Integrations Suite

A comprehensive platform that seamlessly connects your financial system so you manage money efficiently and effectively

Novi Bank

Connect your accounts and keep balances and transactions in sync.

Bring your everyday banking activity into one clear financial view.

Track balances, spending, and account activity without switching apps.

Keep cards, transactions, and spending activity connected in Finos.

Monitor card spending and stay on top of your monthly activity.

Track payments and transactions alongside your everyday finances.

Connect your investments and keep your financial picture up to date.

Keep everyday payments and transfers visible in one place.

Bring investment accounts together with your broader financial plan.

GET STARTED

NOW

Get your money under control.

One place
Budgets and goals together

wallet balance

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STARTING FROM

$16.00

One connected workspace for accounts, cards, budgets and goals without stitching together separate tools.

Everything included from day one

No setup fee. Cancel anytime.

Clear controls for shared access