Read-only access
AeroInvoice can see transactions. It can never move money.
Features / Bank reconciliation Coming soon
Match every charge to the job it belongs to.
We are building read-only bank and card feeds through Plaid, so charges line up next to the right job and receipt. This is not in the app yet. Below is how it will work.
Not in the app yet. No plan charges for it.
How it will work.
01
Connect securely
You will log in to your bank inside Plaid. We will never see your bank password.
02
Charges import
Business charges will arrive read-only.
03
Match to jobs
Each charge is matched to a receipt and a job.
04
Reconcile
Confirm matches and export to CSV for your bookkeeper.
What we are building.
Disconnect any time
Remove a bank in one tap, which revokes access.
Needs review list
Charges with no receipt are flagged for you.
CSV export
Hand clean data to your bookkeeper.
Multiple accounts
Cards and checking in one ledger.
Statement check
Starting balance, inflows and outflows add up to the statement.
Good to know.
Is it available now?
Not yet. It is coming soon, and no plan charges for it until it ships. Today you can log expenses and scan receipts against each job.
Your clients can pay your next invoice tonight.
Free to start. No card needed. Set up in about ten minutes.