Connect Once. Your Transactions Import Themselves.
Link your bank, credit card, or loan accounts through Plaid — or upload a statement if your bank isn't on the list. ReInvestWealth keeps your transaction history organized either way.
We work with the best in the business
Your transactions shouldn't need manual entry
Manually exporting and importing bank transactions every month feels manageable — until it isn't. One missed month becomes three. A bank disconnect means your records go dark. ReInvestWealth connects to over 10,000 financial institutions through Plaid, and accepts bank statement uploads as a reliable backup whenever a live feed isn't available.
- •Type every transaction into your books by hand
- •Juggle CSV exports from each bank and card portal
- •Miss transactions and scramble to find them later
- •Work from stale balances that never quite match
- ✓Secure open-banking sync brings transactions in for you
- ✓Upload statements for anything that isn't connectable
- ✓Every transaction categorized automatically as it lands
- ✓Balances always current, across every account
From your accounts to your books, in three steps
Search for your bank
Type your bank name — TD, RBC, BMO, Scotiabank, CIBC, credit unions, and 10,000+ others are supported. Connect securely through Plaid using your online banking credentials.
Transactions import automatically
ReInvestWealth pulls in recent transactions — typically the last 45 to 90 days — and they appear in your Transactions dashboard, ready for categorization by AI Bookkeeper or Automation Formulas.
Upload a statement to backfill older history
For transactions older than what Plaid imports, upload a PDF bank statement. ReInvestWealth extracts and imports the transaction history to fill in the gaps — no manual entry.
Every account in your books, without the busywork
10,000+ supported institutions
10,000+ supported financial institutions — major banks, credit unions, and more.
Automatic transaction import
Automatic transaction import — no manual CSV exports or copy-pasting.
Statement upload backup
Bank statement upload as a reliable backup when Plaid isn't available.
Every account type
Supports chequing, savings, credit cards, loans, and lines of credit.
Manual account creation
Manual account creation for institutions not yet supported through Plaid.
Works with AI Bookkeeper
Works alongside AI Bookkeeper to categorize transactions as they arrive.
Less data entry. More current books.
10,000+ bank accounts connected through ReInvestWealth.
Start your free 30-day trial →Switch to ReInvestWealth in minutes, not weeks
Already tracking your accounts somewhere else? We do the heavy lifting. Most migrations take about 10 minutes of your time and are done within a day, with your historical data fully intact.
- Free migration with an annual plan
- We handle the switch from your current software
- About 10 minutes of work on your end
- Most migrations completed in under a day
- Historical data stays intact
Loved by founders, backed by CPAs
Amazing Software Backed by an Incredible Team
It's clear that the software was created by a team passionate about helping businesses succeed. They go above and beyond to provide support, which adds tremendous value to an already excellent product.
Made my life so much easier so I absolutely recommend
Best Smart Accounting app for Canadian Entrepreneurs
Just awesome. With limited smart bookkeeping options available in Canada, it helps reduce the time and cost of handling repetitive tasks.
Effortless tax filings
My experience with them has been great. They're very responsive and helpful. The platform is continuously evolving and improving.
ReInvestWealth expedites the process
Highly recommend, it's helping my business
ReInvestWealth is a game changer
It's been really good.
It's been really good. It works a lot like QuickBooks but at a fraction of the price. Definitely give this system a go.
Really easy to use and save SOOOO much time!
Easy to use and AI features save a lot of time. Love the easy integration! The team are super responsive as well.
One Price. One Plan.
Simple pricing for everything ReInvestWealth does
- AI bookkeeping
- Unlimited bank connections
- Receipts & invoicing
- GST/HST e-filing
Questions, answered
How far back does my bank history go when I first connect?
Plaid typically imports 45–90 days of transaction history when you first connect. For older transactions, upload a PDF bank statement — ReInvestWealth extracts the data and imports it into your account automatically.
What if my bank requires two-factor authentication (2FA)?
Some banks with mandatory 2FA — such as RBC — require you to temporarily disable 2FA before connecting through Plaid. Once connected, you can re-enable 2FA. If you run into issues, contact support — we have bank-specific guides for the most common cases.
My bank disconnected. What do I do?
Bank connections sometimes expire or disconnect — this is a Plaid limitation that affects all accounting software using Plaid. Go to Bank Accounts, find the disconnected account, and reconnect it. Any transactions missed while the account was disconnected can be backfilled with a statement upload.
Keep reading
Get every account into your books.
Start free, connect your banks and credit cards securely, and upload statements for anything else. Your transactions import and categorize on their own.