Bank account balances

View real-time bank account balances and details for companies that have connected their banking data.

Navigate to a company → Click "Banking" in the sidebar. The “Banking” page shows bank account balances from accounts the company has connected through their banking data source (via Plaid). This provides transparency into the company's cash position and financial health.

What Information is displayed

For each connected bank account, you'll see:

Account Details:

Bank name (e.g., Chase, Wells Fargo)

Account type (Checking, Savings, Credit Card, CD)

Last 4 digits of account number (e.g., ****1234)

Balance Information:

Available Balance - Funds available to withdraw or spend right now (net of pending transactions)

Current Balance - Total balance of cleared transactions (Not including pending transactions)

Currency - The default currency of the bank account and its balance(s)

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Last updated on November 3, 2025