Basic
Available activity access
Basic provides permitted access to available connected bank activity. It does not promise budgets, invoices, vendor records, documents, votes, or approvals.
Basic + Pro
Resident access and questions
Give residents a clearer path to the available financial records their community makes available.
What can be shared
Start with the community’s access rules.
- Available connected bank activity under community permissions
- Transaction context supplied through the connected activity
- Supported Pro spending context when the community makes it available
- Links to a community’s own answer or review path
Product scope
Permitted activity in Basic. Supported decision context in Pro.
Pro
Supported spending context
Pro can add request and decision context for supported spending workflows where that information is made available to the resident.
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