ProductNovember 1, 2026

Connect your bank

Connect your bank and SumSwift brings in your transactions by itself, read-only, through Plaid.

No more downloading statements

Connect once and your transactions come in on their own, with up to two years of history, sorted and matched against your balances.

Read-only, and your password stays with your bank

You sign in on Plaid's secure page, never ours, so SumSwift never sees your bank password. The connection can only read transactions and balances; it can't move money.

A second step first

Before a bank can be connected, SumSwift asks for a code from your phone, so a stolen password alone can't link anyone's accounts.

See Finance