Pro tip: Use ⌘K to quickly search anything in Kazi
Pro tip: Use ⌘K to quickly search anything in Kazi
Pro tip: Use ⌘K to quickly search anything in Kazi
Pro tip: Use ⌘K to quickly search anything in Kazi
Manual data entry is where bookkeeping goes to die. KAZI connects your bank through Plaid and Stitch, imports every transaction automatically, categorizes it with rules + AI, matches inflows to your open invoices, and turns outflows into expenses in one click, all read-only, encrypted, and always current.
Import, categorize, reconcile, expense: the whole pipeline, without the copy-paste.
Connect checking, savings and credit accounts through Plaid (US, Canada, UK, Europe) or Stitch (South Africa), including OAuth banks, with read-only access. Your credentials never touch KAZI servers.
Transactions flow in on their own via Plaid webhooks, plus manual Sync Now per connection or across every bank at once.
Build match rules on merchant, description or amount (contains, equals, regex, thresholds) and every new transaction is filed the moment it syncs.
Uncategorized transactions get classified by AI using your own category history as context, and it learns from your corrections.
Inflows are scored against your open invoices by amount, client name, invoice number and date proximity. Confirm a match and the invoice is marked paid.
Turn any outflow into a real expense record, with merchant, amount, date, currency and category carried over and linked back to the bank feed row.
Real balances, honest currency math, and security that never asks for write access.
Plaid access is read-only: KAZI can never move money. Row-level security keeps every transaction visible to you alone.
Accounts in different currencies are never summed as raw numbers. Balances are grouped per currency and FX-converted into your display currency at live rates.
Balances, transactions and stats come straight from your synced feed. No sample data, just an honest empty state until your first bank is connected.
Correct a category once and KAZI creates a merchant rule automatically, so the same transaction never needs fixing twice.
Reconciled inflows mark invoices paid; outflows become expenses; both flow into the Financial Hub, reports and forecasting.
Plaid pushes updates the moment your bank posts them, so balances and transactions stay current without you opening the page.
How your bank data is handled. KAZI connects to your bank through regulated aggregators: Plaid for banks in the US, Canada, the UK and Europe, and Stitch for banks in South Africa. Access is strictly read-only, KAZI never moves money, and your banking credentials are entered with your bank via the aggregator, never with KAZI.
Plaid processes your data under the Plaid End User Privacy Policy and Stitch under the Stitch Privacy Policy. See how KAZI uses this data in our Privacy Policy.
How KAZI bank feeds stack up against QuickBooks, Xero, Wave and spreadsheets.
| Feature | KAZI | QuickBooks | Xero | Wave | Spreadsheets |
|---|---|---|---|---|---|
| Automatic bank feeds (Plaid) | |||||
| Rule-based auto-categorization | |||||
| AI categorization that learns from corrections | |||||
| Match inflows to open invoices automatically | |||||
| One-click outflow → expense with provenance | |||||
| Multi-currency totals FX-converted honestly | |||||
| Included with invoicing + CRM + projects | |||||
| Ask AI about balances & unreconciled items |
With KAZI, your bank feed lives right next to the invoices, expenses and projects it reconciles against, all in one connected ecosystem.
Everything you need to know about KAZI Bank Connections.
The bank feed powers your invoices, expenses and forecast.
Connect a bank in under two minutes and watch your transactions import, categorize and reconcile themselves. 14-day free trial · Cancel anytime.