Sync with bank transactions for real-time budgeting
not on the roadmap
R
Rahim
Clickup does replace a lot of apps for us, however, this one feature has us jump between GSheets for budgeting and Clickup for planning. It would be nice to see automated bank transaction sync for budgeting, reporting and forecasting
Log In
Autopilot
Merged in a post:
Plaid Integration for Bank Transactions Sync
Peter Roquemore
ClickUp is Amazing for Data visualization and connecting all sorts of databases involving money! It would be AMAZING if we could partner up with Plaid's API's to be able to connect to banks to "sync" actual transaction data into Clickup.
Most of the major accounting software out there (Xero, Quickbooks etc) does a terrible job of letting the user organize their money data in a way that's actually helpful for small businesses, especially in the visualization department.
Joey
marked this post as
not on the roadmap
Hey there! Thanks for sharing your feature request with us. We truly appreciate your input!
As part of our efforts to improve our feedback boards, we're closing this older feature request.
Removing old and inactive posts will increase the communication between the ClickUp team and our users, allowing us to hear more of your great ideas!
If you feel this request is worth revisiting, feel free to create a new post!
Thanks for being a part of our community!
Mahsun avci
Hi there. I have the same problem. I want to be able to track company revenue...