Blue Onion

Handling Missing Bank Dates

If a connection via Plaid or Teller's API is unavailable with your bank, we have the ability to manually upload a file for banking activity.

Manual Bank Upload

Admins are able to add, remove and update team members in their settings menu

Adding, Removing and Updating Team Members

To sync Amazon orders beyond 90 days, unarchive reports in Amazon Seller: Reports > Payments > All Statements > Request Report.

How to Unarchive Amazon Settlements Data for Historical Data Pulls

This guide outlines the process for integrating your JPMorgan bank accounts with our platform.

JPMorgan (JPM) Integration Setup Guide

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