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
Payments and sales
Accounting and bills
Payroll
Investments
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
| Connection | What it brings in | Hosted |
|---|---|---|
| Statements | CSV, OFX, QFX and QBO files from any bank | Live |
| Receipts and bills | PDFs and photos you upload | Live |
| Receipts by email | Bills and receipts forwarded to your own inbox address | Self-host |
| Your AI | Cash you received or spent, an invoice from a photo: anything a connection can't see, labeled and undoable for 30 days | Live |
Missing something you use? Tell us at support@aggregate.finance.
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