Docs
Connections & data
Connecting a bank through Plaid, how imports work, and your data.
Connecting a bank through PlaidConnect a bank and its checking, savings and credit card accounts arrive in Countorra with their transactions.How bank imports workImported transactions are matched against yours, and nothing is overwritten without you.Disconnecting a bankStop importing from a bank at any time; the transactions already in your books stay.Your dataWhat stays in your workspace, what is recorded, and how to remove it.Use Countorra in Claude, ChatGPT and moreConnect an AI app such as Claude, ChatGPT or Cursor to Countorra, so it can answer questions from your own records.Countorra APIRead your accounts, transactions, budgets and reports from your own scripts with a personal API key, and have Countorra tell your server when things happen.