$18 USD/mo
One plan. One tier.
- Unlimited Bank Connections
- Multi-Currency Support
- Unlimited Receipt Uploads
- AI Bookkeeper (Trained by CPAs)
- Unlimited Invoicing (Stripe)
- Real-Time Financial Reports
- and much more
4.8 on Capterra
Connect Once. Your Transactions Import Themselves.
Link your bank, credit card, or loan accounts through Plaid, or upload a statement. Your books stay organized.
Trusted by 3,000+ entrepreneurs
Cancel anytime · Built by CPAs
Connected accounts
SyncedUpdated a few minutes ago
Chase · Checking$42,180.55
Capital One · Credit card−$3,914.20
PDFBank of America · SavingsStatement
Transactions synced1,284
Connect an account →Secure connection
Read-only open banking
Statement uploads too
We work with the best in the business
The data-entry tax
Your transactions shouldn't need manual entry
Doing it by hand
Every statement you retype is time lost and transactions missed.
- Type transactions by hand.
- Juggle CSV exports.
- Chase down missing transactions.
- Work from stale balances.
With ReInvestWealth
Transactions flow in on their own through secure open banking.
- Transactions sync automatically.
- Statement uploads as backup.
- Auto-categorized as they land.
- Balances always current.
How it works
From your accounts to your books, in three steps
Search your bank…
Chase
Bank of America
Secured by Plaid · 10,000+ institutions
Search for your bank
Connect securely through Plaid with your online banking credentials. Chase, Bank of America, Wells Fargo, Capital One, and 10,000+ others are supported.
Business account ··4821
Importing automatically
Client payment
Mar 12
Office rent
Mar 10
Transactions import automatically
Recent transactions (typically the last 45 to 90 days) land in your dashboard, ready for AI categorization.
statement-january.pdf
Bank statement upload
128 transactions imported
History backfilled · no manual entry
Upload a statement to backfill older history
For anything older, upload a PDF bank statement and the history imports automatically. No manual entry.
Easy migrationStart Accounting For Free →
Switch to ReInvestWealth in minutes, not weeks
Already tracking your accounts somewhere else? We handle the switch from your current software.
10 minof your time required
1 dayfor most migrations
100%of your data carried over
Free migration with an annual plan
Pricing
One Price. One Plan.
Get Started For Free
30 days free · Cancel anytime
Trusted by growing businesses
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
Easy, Fast
No learning curve, the built-in AI assistant answers all questions clearly. Easy to upload receipts, reports are clear and easy to read.
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.
FAQ
Questions, answered
What types of accounts can I connect?
Checking, savings, credit cards, loans, and lines of credit. Each connected account shows its institution, account type, and current balance in one dashboard, and every account feeds transactions into your books.
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 require you to disable it for the Plaid connection to work, and re-enabling it later will disconnect the account again. If you'd rather keep 2FA on, upload a monthly bank statement instead and your books stay just as current. Contact support if you run into issues. We have guides for common US bank configurations.
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.
Is it safe to connect my bank through Plaid?
Yes. The Plaid connection is made with your bank itself, and your credentials and data are encrypted. Your financial data is stored encrypted in secure Google Cloud data centers, and you can remove a connected account whenever you want.
Can ReInvestWealth move money in my bank account?
No. The connection is read-only. It imports transactions and balances so your books stay current, and that's all it can do. Sending or moving money isn't possible through the connection.
What if my bank isn't supported by Plaid?
You can still bring it in. Create the account by uploading a PDF bank statement, then upload a statement each month to keep it current. Where Plaid is available we recommend it, since transactions then import automatically every day.
Will uploading bank statements create duplicate transactions?
No. Statement uploads reconcile against your existing transactions to avoid posting duplicates, fill in anything missing, and can backfill history on both connected and statement-created accounts.
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.