Get your free quote.
Securely connect your bank below and we'll build a customized quote from your real transaction activity — right here, no redirects.
Read-only. Yours.
Read-only. Always.
Nothing can move your money.
Your login stays yours.
Credentials go to Plaid — never to us.
Disconnects itself.
The moment your quote is ready, the connection is removed automatically.
Connect and get a quote
Your exact price comes from your real activity — see it in minutes.
≈ 1 minute · Read-only · Disconnects itself
Prefer not to connect your bank? Reach out and we'll prepare your estimate the traditional way — no bank connection needed.
- 01
Fill in your details and securely connect your bank via Plaid.
- 02
We process your last 12 months of transaction activity automatically.
- 03
Your customized quote is generated — no guesswork, no obligation.
Bank-grade security via Plaid — the same secure connection used by Venmo and American Express.
Is the quote really free?+
Yes. There is no charge and no obligation — you see your customized pricing, and what you do next is entirely up to you.
What exactly do you see when I connect?+
Transaction history and balances — the activity we need to size the bookkeeping work. We never see your bank username or password; those are entered directly with Plaid.
Can you charge or move money in my account?+
No. The connection is read-only by design. It has no ability to initiate payments, transfers, or changes of any kind.
How long does it take?+
Connecting takes about a minute. Your quote is built from your real activity right after — no back-and-forth emails, no guesswork.
What if I'd rather not connect my bank?+
That's completely fine — reach out through our contact page and we'll walk through your needs together and prepare an estimate the traditional way.