You can use Pry by connecting directly to your banking data. Pry connects to your banking data through Plaid. We never store any of your credentials and have read-only access. More than 9,000 banks & credit cards are supported including: Brex, Mercury, SVB, Chase, Wells Fargo, First Republic, American Express, etc.
Pry integrates with Plaid to sync over your bank and credit card transactions to Pry once the transactions are posted. It's a one-way sync from banks/credit cards to Pry.
To connect your bank/credit card account(s) to Pry, follow these steps:
- Go to the Get Started page.
- Update your project name. Save and continue.
- Click Sync with Bank Account and search for your bank.
- Log in to your bank.
- To add additional bank/credit card accounts, go to the Accounts page.
- Click Add Account and repeat the process.