Kinda hard to trust company accounts with an external service like this. Is there a way to just give you a downloaded CSV or something for this?
If not – how are you managing security?
If not – how are you managing security?
Interesting point about the CSV (giving us information without bank access); a problem with that though is it defeats the 'push' based idea of giving people information without them having to do any work. Atleast on the consumer side we've found that many people don't keep track of their money because it's too much effort to log in and manually get that information.
Thanks for the feedback!