Secure financial connection framework

Bank, Brokerage & Net Worth Center

A professional account aggregation layer for business and personal visibility: balances, cash flow, transactions, holdings, spending categories, tax prep, and investment context.

Plaid/MX/Teller-readySnapTrade/brokerage-readyNever store bank passwords

Live connection path

  1. Choose provider: Plaid, MX, Teller, SnapTrade, or brokerage API.
  2. Add provider keys to Netlify as secrets.
  3. Use consent/link flow only.
  4. Store encrypted tokens server-side.
  5. Map balances/transactions/holdings to Supabase.
  6. Add revoke/export/delete controls.

Manual mode now

Until provider credentials are active, use manual account mapping and scan-import routing.

Useful tax links

Transactions can feed tax categories, business expenses, receipt matching, investment tax notes, and cash-flow analysis once connected.

Open Tax Center