Apex CFO

Connect your bank — once.

This links your account so your books build themselves every month. You'll never hand over a statement again.

It takes about two minutes. You log in to your bank inside your bank's own secure window — Apex never sees your username or password.

Bank connections are handled by Plaid, the same service used by Venmo, SoFi, and thousands of banks. Apex receives a read-only feed of your transactions to build your reports — we can never move money.

Which account is this?

A label so your reports group the right money together. You'll connect one bank at a time.

Connect your bank — once.

Connected accounts