Private betaAccess is currently by invitation.By invitation.
Preso
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Secure account linking

Every account in one place — linked safely, read-only

Preso connects to your banks through Plaid, the same service trusted by Venmo and American Express. Your credentials never touch our servers.

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Private beta · Access by invitation · Bank connections are read-only

Read-only by design

You sign in on your bank’s own page. Preso receives transaction data only — no credentials, no ability to move money, ever.

The full picture

Checking, savings, credit cards, and loans across institutions, together in one dashboard — balances, transactions, and trends.

Always current

Balances and transactions update automatically. Link once; Preso keeps everything fresh in the background.

How it works

  1. 1

    Click Add accounts and choose your bank from 12,000+ supported institutions.

  2. 2

    Sign in on your bank’s own secure page — Preso never sees your password.

  3. 3

    Your accounts and up to 24 months of history appear in your dashboard.

Frequently asked questions

Is it safe to link my bank account to Preso?

Yes. Linking happens through Plaid, which connects thousands of apps to banks. You authenticate directly with your bank, Preso receives read-only transaction data, and your credentials are never seen or stored by us.

Can Preso move money or make changes to my accounts?

No. The connection is read-only — Preso can see balances and transactions but cannot initiate transfers, payments, or any change to your accounts.

How do I disconnect a bank?

In Settings, remove any institution with one click. Removal permanently deletes that bank’s data from Preso.

Which banks does Preso support?

Preso supports the 12,000+ US institutions available through Plaid — major banks, credit unions, and card issuers included.

Explore more of Preso

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See your money clearly in about two minutes

Link your accounts once — Preso does the rest, automatically.

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