Get started

Three steps, one email.

$49 a month plus tax, for up to 3 bank and credit card accounts. Sign-up is by email so the setup matches your accounts.

  1. 01Email us your legal business name, the bank and card accounts to include, your fiscal year end, and where reports should go.
  2. 02Get your GridBK ID and your upload link by reply.
  3. 03Upload each month. A reminder arrives on the 1st. Reports come back by email once every transaction is identified; anything we can't identify comes to you as a short list to answer first.
Email [email protected]

Already set up? Upload your files here.