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What Aggregate connects

Aggregate brings your money into one ledger: banks and cards, payment apps, accounting, payroll and investments, for several companies side by side plus a private Personal space. Your AI then reads it through one link. Aggregate only ever reads from your providers and has no way to move money.

Live means you can connect it on app.aggregate.finance today. Beta means it's offered on the hosted app and built to the provider's documentation, but still being checked with real accounts. Self-host means it works when you run Aggregate yourself (source on GitHub) and isn't offered on the hosted app yet.

Banks and cards

Plaid9,600+ US banks, credit unions, brokerages and card issuers: accounts, balances, transactions, investment holdings, and loans and cards (mortgages, student, auto and personal loans, card APRs and due dates)Live
SimpleFIN BridgeBank accounts and transactions through your own SimpleFIN Bridge tokenLive
MercuryAccounts, balances and transactionsBeta
BrexCards, accounts and spendingBeta
RampCards and spendingBeta
WiseBalances in every currency and transactionsBeta

Payments and sales

StripePayments, payouts, fees and subscriptions (MRR), across several Stripe accountsLiveSquareSales, payouts and feesLiveShopifyOrders, payouts and feesLive
PaddleSales and subscriptionsBeta
PolarSales and subscriptionsBeta
GumroadSalesBeta
App StoreApp sales and subscriptionsBeta
Google PlayApp sales and subscriptionsBeta

Accounting and bills

Payroll

Investments

WefunderThe companies you've invested in through WefunderLive

Find your institution

Banks, credit unions, brokerages, lenders and more: search over 9,600 US institutions supported by Plaid.

    From Plaid’s public coverage file, updated October 16, 2026. Listed means supported by Plaid, not that a given account will connect, and availability can change. Being listed doesn’t mean an institution endorses Aggregate.

    Everything else

    ConnectionWhat it brings inHosted
    StatementsCSV, OFX, QFX and QBO files from any bankLive
    Receipts and billsPDFs and photos you uploadLive
    Receipts by emailBills and receipts forwarded to your own inbox addressSelf-host
    Your AICash you received or spent, an invoice from a photo: anything a connection can't see, labeled and undoable for 30 daysLive

    Missing something you use? Tell us at support@aggregate.finance.

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    Running your own server? Self-hosting adds PayPal, Lemon Squeezy, Expensify and more.

    Logos belong to their owners and are shown only to identify services you can connect. No endorsement implied. Brands whose terms need written permission show a letter instead.

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