Pro

Reconcile payments with Plaid bank sync

Connect your bank across 12,000+ institutions in the US, UK, and Canada. Invotify imports transactions automatically and matches them to your invoices — with a review queue for the ones that need a human eye.

Bank reconciliation, mostly on autopilot

12,000+ institutions

Securely link your bank through Plaid across 12,000+ institutions in the US, UK, and Canada.

Transactions matched to invoices

Imported transactions are automatically matched to the invoices they settle, so your books stay in sync with what actually hit your account.

Suggested-match review queue

Sub-threshold candidates land in a "Needs Attention" review queue where you confirm the right match in one click — no silent mismatches.

Daily automatic sync

Invotify syncs your linked bank daily, so new transactions and matches appear without you lifting a finger.

Plaid bank sync questions

Q01

Which banks can I connect?

Any of the 12,000+ institutions Plaid supports across the US, UK, and Canada.

Q02

How are transactions matched to invoices?

Imported transactions are matched to invoices automatically. When a match is below the confidence threshold, it's placed in a "Needs Attention" review queue so you can confirm it with one click.

Q03

How often does the bank data update?

Invotify runs an automatic sync every day, pulling in new transactions and updating matches.

Q04

Is Plaid bank sync a Pro feature?

Yes — bank sync via Plaid is on the Pro plan (€49/mo, or Lifetime €499).

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