Basic
Available bank activity
Basic is a bank-activity visibility layer. It shows available connected activity according to community permissions. It does not promise connected invoices, agreements, approvals, votes, budgets, or governing documents.
Basic + Pro
Financial transparency
See the available bank activity behind community money, then add a supported spending trail where that record exists.
What the record can show
Start with the activity people need to understand.
- Available connected bank activity
- Transaction dates, amounts, and descriptions provided by the connection
- Supported request and decision context in Pro, when that record is connected
- Later reconciliation context in supported workflows
Product scope
Visibility first. A supported decision trail when available.
Pro
Supported spending context
Pro can record a supported financial request, configured checks, a spending decision, instruction status, and reconciliation context where the community has connected those records.
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