Connect your bank or credit card.

You can connect over 12,000 US banks and credit unions, covering checking accounts, savings accounts, and credit cards such as American Express and Chase. Canadian banks have reliability issues with Plaid, so for those you would use OFX file imports instead.

Transactions sync automatically on a schedule, and you can also trigger a sync yourself when you want the latest activity sooner. Only posted transactions import; pending ones are excluded so your reconciliation stays accurate.

Each transaction reconciles against your general ledger for a streamlined period-end close, using the GL account you map to each bank or credit card. You set a statement cutoff date per account so only transactions after that date are imported.

No. You set up bank rules that match recurring transactions and post the journal entries for you, so activity like subscriptions, fees, and transfers between accounts does not need manual coding line by line. A rule can direct the full amount to a chosen GL account or split it across several. For transactions the rules don't catch, you can hand an account to Fulfil's AI Bank Coding Agent, which reads each transaction and codes it to the right GL account, contact, and class, posting automatically under a per-account dollar ceiling you set or suggesting a coding for you to review.

No. This is a read-only integration for importing transactions. To move money or schedule payments, use your bank's online banking portal directly.

Yes. Fulfil is an agentic ERP, so you can vibe-code a custom cash dashboard over your Plaid bank feeds as a Micro App, or ask the AI Copilot to write the SQL against your live books.