Bank Sync.
Connect your business bank and credit-card accounts via Plaid and Earnest pulls in transactions automatically. Match incoming deposits to outstanding invoices, categorize expenses against projects, and reconcile your books without leaving the app. Available as a low-cost add-on on paid plans.
What you get
Connect bank + credit-card accounts via Plaid — transactions pull in automatically
Match deposits to outstanding invoices for one-click payment reconciliation
Categorize expenses against projects and clients for accurate profitability
Low-cost monthly add-on — pay only for the accounts you connect

Try this live
Drops you straight into the relevant screen with sample data.
Try Bank Sync
Included in every Earnest plan. No feature gates.
Start free trial