What is it?

ConnectSync + AutoFlow is our flagship integration demo tool that showcases how effortlessly you can connect external financial tools and automate the flow of data across your entire finance stack — in one unified experience. Bring your financial tools together with ConnectSync, and streamline every update with AutoFlow. Watch how transactions, account balances, and data move across platforms — effortlessly, securely, and in real time.

Feature Highlights

Demo how imported data is automatically matched to the correct categories, tags, and budget lines — reducing human error and saving hours. As new data flows in, see how dashboards, spending insights, and cash flow reports are refreshed in real-time — no waiting, no exporting. Make edits in your finance app, and watch them reflect across connected tools like invoicing systems, budget planners, or spreadsheets — live.

• Design intuitive user experiences across web and mobile platforms that simplify personal finance for users
• Collaborate closely with product managers, engineers, and other designers to turn user problems into clear, elegant solutions
• Create wireframes, prototypes, and high-fidelity designs that are user-centered and aligned with business goals

Real-Time Bank Connection

Securely link your bank accounts, credit cards, and digital wallets using enterprise-grade encryption — see transactions flow into your dashboard instantly. Once connected, AutoFlow takes over: automating transaction categorization, syncing balances, and updating budgets without manual effort. Make edits in your finance app, and watch them reflect across connected tools like invoicing systems, budget planners, or spreadsheets — live.

Use It To Demo

Bank and third-party integrations use read-only connections to ensure your money stays untouched. Our systems are monitored 24/7 for suspicious activity, with automatic threat detection and response mechanisms. Collaborate with product managers, developers, and stakeholders to align design with product goals. Create wireframes, interactive prototypes, and polished UI designs that reflect a deep understanding of user needs

Security & Compliance

We take your security seriously. ConnectSync + AutoFlow is built with enterprise-grade protection, ensuring that every connection, transaction, and data transfer is secured from end to end. We respect your privacy. Your data is handled transparently and is never sold or shared without consent. Our systems are monitored 24/7 for suspicious activity, with automatic threat detection and response mechanisms.

Continuous Monitoring

Our systems are monitored 24/7 for suspicious activity, with automatic threat detection and response mechanisms. We respect your privacy. Your data is handled transparently and is never sold or shared without consent. Our platform adheres to the latest standards for processing and handling sensitive financial information.