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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
Bank Sync inside Earnest
Live view from the public demo — no signup needed.
bank syncplaidbank integrationtransaction syncexpense trackingreconciliationbookkeeping

Try this live

Drops you straight into the relevant screen with sample data.

Open the demo

Try Bank Sync

Included in every Earnest plan. No feature gates.

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