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Cashflowy + Chase

Chase is one of the largest banks in the United States.

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How it works

Chase works with Cashflowy

Connect your Chase checking, savings, and credit-card accounts through Plaid, and transactions pull into Cashflowy automatically and categorize cleanly.

  • Connect through Plaid

    Securely link your Chase account in a couple of clicks — no spreadsheets.

  • Transactions sync automatically

    New activity flows into Cashflowy on its own, so your books stay current.

  • Categorized cleanly

    Each transaction maps to the right account and category, ready for your reports.

Read-only access through Plaid. Cashflowy never stores your Chase login credentials.

Setup

Connect Chase in three steps

No CSV imports, no manual reconciliation — most people are done in a few minutes.

  1. 1Choose your institution
    ChaseConnect
  2. 2Log in securely
    Read-only via Plaid

    Cashflowy never sees or stores your login.

  3. 3You’re synced
    • Client payment+$4,500
    • Software subscription−$59

Your bank is connected. Now see exactly what you can pay yourself.

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