REI Hub

Adding your Bank & Credit Card Accounts to the REI Hub system helps you see where your funds are and track their flow through your business.

Bank and Credit Card Account Overview

Link your bank account to REI Hub for a convenient, read-only transaction feed. We integrate with Plaid and Yodlee for secure connections.

If you'd prefer to not link your bank account, a manual account is the move for you! Read on for best practices for manual accounts.

Bank reconciliation is an optional process to ensure your real world bank balances match the ones shown in REI Hub.

Edit account details, perform reconciliations, view recent transactions, and check running balances from the Account Register page!

REI Hub can securely connect to banks via one of our data providers, ensuring no missed transactions when booking expenses and revenues.

If you have a connected bank account but would like to stop importing information, read more on how to unlink bank accounts.

REI Hub offers the ability to download bank exports and upload them directly to the import feed of your bank account.

Commonly asked questions related to banking items

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