Bring accounts together
Connect eligible US and Canadian bank accounts through Plaid or Finicity and review them alongside your other Savi accounts.
A clearer view of your business finances
Bring account activity, cash-flow plans, and collaborators into one place so you and your accountant can review the same financial picture.
Keep business money easier to follow
Spend less time assembling spreadsheets and more time reviewing the records behind your decisions.
Disconnected workflow
- Pulling statements from several accounts
- Sorting transactions in separate spreadsheets
- Rebuilding cash-flow estimates by hand
- Sending updated files back and forth with an accountant
A shared Savi workspace
- Review connected accounts and transactions together
- Group records with categories and tags
- Plan income and expenses with projections
- Invite collaborators with chosen access roles
What you can do
Organize records, plan ahead, and share context
Start with account activity, then use the Savi tools that fit how your business tracks cash flow and works with an accountant.
Review business spending
Search transactions, organize entries with categories and tags, and inspect purchases that may qualify as business expenses.
Plan future cash flow
Create income and expense projections, then adjust amounts and timing as your business plans change.
Share with your accountant
Invite collaborators to shared financial records and choose roles that control who can view or edit information.
Understand spending patterns
Use category and transaction analytics to see where money is going and which records deserve another look.
Ask questions with AI
Connect an AI client through Savi MCP to explore financial context; choose read-only or write access during authorization.
A practical starting point
Get a shared view of the numbers
- Connect eligible bank accounts through Plaid or Finicity.
- Review transactions, categories, and projections in Savi.
- Invite your accountant or another collaborator with an appropriate access role.
Savi can surface transactions that may be business expenses. Confirm tax treatment with your accountant or tax professional.
Business plan pricing
Choose monthly or annual billing. Annual Business billing saves at least 16% across the available regions.
Compare plans and ratesBusiness finance questions
Which business accounts can I connect?
Real-time bank connections are available through Plaid and Finicity in the United States and Canada. Availability depends on the financial institution.
Can my accountant see my financial records?
You can invite a collaborator to shared financial information and set a role that controls what they can view or edit.
Does Savi decide which expenses are tax deductible?
Savi can surface transactions that may qualify as business expenses. Review tax treatment with your accountant or tax professional.