Connect once. See everything.
Profit Pipeline links to your business card accounts through Plaid and turns the activity into one view of the whole fleet.
Four steps, then it runs.
Link an account through Plaid
Sign in to your card issuer inside Plaid Link. Your issuer username and password go to Plaid, not to Profit Pipeline.
- Access is read-only. Profit Pipeline can see activity; it cannot move money.
- Profit Pipeline has no field for full card numbers, security codes, or expiration dates.
- You can disconnect a linked account from inside Profit Pipeline whenever you like.
Choose the cards to track
Pick which cards on that account belong in the fleet. The free plan covers two cards on one linked account. The paid plan includes four per linked account, with more at $20 each per month.
Activity flows in
Transactions arrive sorted by card, merchant, and category, with pending and posted states visible. Vendors roll up across every card so you can see who gets paid and through which channel.
Run the fleet from one view
Statement balances, due dates, spend targets, available credits, and points sit side by side for every card you track. Credits show their deadlines so available value stays in view.
Four views, one fleet.
Transactions
Every dollar, accounted for. Purchases across every card, already sorted by merchant, category, and channel.
Vendors
Know who gets paid. Every vendor, every channel, and total spend, rolled up across the fleet.
Fleet
The whole fleet, at a glance. Accounts, statements, due dates, spend targets, credits, and points in one table.
Credits
Use every advantage. Available credits and their deadlines, per card, so value does not slip by unused.