Keep coaching founders' cash visibility current from linked accounts

Coaching founders lose linked-account transactions in notification streams, creating reconciliation gaps and unclear cash visibility. So finance records stay current for reconciliation.

Overview

Founders running coaching practices face reconciliation gaps and unclear cash when linked-account transactions don't reach the books. This flow fetches and forwards those transactions into your finance tools so founders gain current cash visibility and fewer reconciliation surprises.

Notable Features

Fetch new linked-account transactions
Forward transactions to accounting tools
Format descriptions for reconciliation