Flatbooks
Workspace / Setup / Connect bank accounts
Skip to consolidated view →
Sign inSign up →

Connect bank accounts.

This is the seeded demo for the bank-import flow. Cards marked DEMO are pre-populated; CSV upload works end-to-end on any LLC, while live Plaid integration ships in v0.1.

5 of 14 LLCs imported
~30s avg
⚡
Connect a bank you use across multiple LLCs. Add the credential once — we'll batch every LLC sharing it. Ships v0.1
01
Acme Properties LLC
Texas · 4 properties · EIN ••3210
Imported · 247 txns
demoChase · 2 accounts · 4m ago
Review
02
Baker Street LLC
Texas · 2 properties · EIN ••8841
Not started
No source yet
03
Cedar Rentals LLC
Oklahoma · 3 properties · EIN ••1294
Imported · 182 txns
demoCSV upload · march-2026.csv · auto-mapped
Review
04
Delta Holdings LLC
Texas · 2 properties · EIN ••5523
Imported · 138 txns
demoWells Fargo · 1 account · 12m ago
Review
05
Echo Multifamily LLC
Tennessee · 3 properties · EIN ••0917
Imported · 309 txns
demoChase · 1 account · 8m ago
Review
06
Fox Run Properties LLC
Arkansas · 2 properties · EIN ••2204
Failed × 2 · try CSV
No source yet
Some banks don't support automated connection — credit unions and smaller regionals often need a CSV upload. Drop the file here, takes about two minutes.
07
Granite Investments LLC
Texas · 1 property · EIN ••6628
Imported · 94 txns
demoCSV upload · feb-2026-stmt.csv · manual
Review
08
Hilltop Rentals LLC
Texas · 4 properties · EIN ••4471
Not started
No source yet
09
Ivy Apartments LLC
Tennessee · 1 property · EIN ••8893
Not started
No source yet
10
Juniper Holdings LLC
Texas · 2 properties · EIN ••1106
Not started
No source yet
11
Knox Rentals LLC
Tennessee · 2 properties · EIN ••7720
Not started
No source yet
12
Lakeside Properties LLC
Arkansas · 1 property · EIN ••0042
Not started
No source yet
13
Magnolia Rentals LLC
Mississippi · 1 property · EIN ••3360
Not started
No source yet
14
North Star LLC
Texas · 1 property · EIN ••5519
Not started
No source yet
Import panel

Click Upload CSV on any LLC to start — every bank exports CSV from online banking, takes about two minutes per LLC.

Plaid (one-click bank connection) ships in v0.1 — post-Gate-1. Until then, CSV upload is the supported path and works across every bank.

Demo cards above are pre-seeded for preview.