Sync your transactions, and message families from payments

Share transactions with your bookkeeper, and follow up on payments from the payments tables.

Transactions in Data Streams

Sync your transactions to Google Sheets, Excel, Airtable, or Notion, updated every hour. Start from a saved view to share exactly what your bookkeeper needs.

Message families from the payments tables

Select payments in Upcoming or Past payments to email or text those families, like a failed card or a check that hasn’t arrived. Merge tags fill in the amount, date, and method, and each family hears from you once.