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Connect the information. Keep the boundaries.

Understand what each supported connection provides before authorizing access.

Financial sources · supported data flowSample company

Authorized source

  • Eligible bank balances and transactions
  • Supported Stripe revenue context
  • Limited QuickBooks account balances

OwnCents records

Common financial context, with the source retained.

Workspace-scoped

What each connection actually covers

Bank connections use Plaid; these are two explanations of the same bank-connectivity path, not two independent account sources. Provider support, configured authorization and institution availability can vary.

ConnectionSupported informationImportant boundary
Bank connectionsConnect eligible institutions through Plaid to bring supported account, balance, and transaction data into OwnCents.Initiate or schedule bank payments
StripeNormalize supported Stripe charges, refunds, customers, subscriptions, and invoices for revenue and collection context.Process customer payments
QuickBooksBring supported QuickBooks bank and credit-card account balances into OwnCents financial context with explicit connector limits.Provide a full QuickBooks sync
PlaidUse Plaid Link to connect eligible institutions and normalize supported account, balance, transaction, and recurring data.Receive online banking passwords

Authorization is only the first step.

After connection, supported provider records are normalized into the common OwnCents models. A live view depends on actual synchronized data, not just a connected badge.

Connection does not authorize a payment, post accounting or guarantee a full migration from another ledger. Unlisted providers and operations are not represented as available by this directory.

Explore reviewed file imports

See the work in context.

Explore a read-only sample company, or start with your own supported data.