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How to Start

What is Banktrack?

Banktrack is an online tool to take control of your finances.

Banktrack is an online tool to take control of your finances.

You can use it to:

  • Connect all your banks and get a global view of your finances.
  • Share financial information with whomever you want without needing to share your banking credentials, and send it through the channels you prefer (WhatsApp, email, Telegram, SMS).
  • Create periodic reports of your finances with all the information you need: transactions, balances, trend graphs, tables, etc.
  • Set up custom alerts to instantly know what's happening with your banks.
  • Create automatic rules that allow you to organize your banking transactions easily and without manual work (categorize, label, modify transaction descriptions, etc.).
  • Visualize your finances on personalized dashboards that automatically update with your bank information.
  • Search transactions across all your accounts in one click, just like you would on Google.
  • Automatically reconcile invoices with transactions.
  • Create forecasts of what will happen in your accounts in the coming months.

Who is Banktrack for?

  • Freelancers: Save time managing your finances and communicating with your accountant. Automate your finances and dedicate your time to what really adds value.
  • SMEs: Keep track of your company's finances easily and without wasting time on complex tools or spreadsheets.
  • Startups: Control your business cash flow and share information with your partners to make strategic decisions with real data.
  • Enterprise: We offer solutions that adapt to your needs in a personalized way. Book a call with us and we'll tell you how Banktrack can help you.

If you still have any doubts about whether Banktrack is useful for you, create your account now and try it for free (no credit card required).

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Last updated 2 weeks ago