Paybook

Paybook is a financial automation tool that helps connect you to your financial world. Automatically track and organize all your personal, social, and business transactions in one place.

ALL YOUR ACCOUNTS UNDER ONE ROOF
Link your financial accounts to pull in data automatically. Paybook gives you a snapshot of your account balances and net worth so you always know where you stand.

LEAVE NO TRANSACTION BEHIND
View transaction history from all your accounts in one spot. Drill into the details and add receipts to improve your financial visibility.

YOUR MONEY, YOUR RULES
Use default categories, or go further with PayBooks (custom transaction groups) to track income and expenses how you want.

NO MORE MISUNDERSTANDINGS
Get people involved when you need to with read-only or collaboration access to specific transaction groups or full profiles.

SECURITY AND PROTECTION
Paybook was built with blockchain security in mind, so rest assured that the safety and integrity of your data is our top priority.

FEATURES
- Automated connection with most major banks – no need for manual input of expenses
- Automated classification of income and expenses – discover where you’re really spending your money
- Expense, and income tracking over time – map-out how your financial health is improving
- Personalized categories – create PayBooks to track specific projects or spend categories
- Multi-level sharing – share Paybooks and get the right people involved
- Simplify financial clarity with all your accounts in one place
- Understand the financial situation of your business at a glance with easy to follow graphs
- Involve all critical stakeholders, when you chose, to with shareable data
- Connect to SAT, the Mexican revenue agency and download invoices easily

Connect to your financial world. Sign up for your Paybook account today.

*Glass currently only syncs with US & Mexican banks and the Mexican tax authority.

Check our Terms & Conditions:
https://help.paybook.com/en/article/terms-of-use-183zl4u/

Privacy:
https://help.paybook.com/en/article/privacy-and-security-policy-k33bgf/