Get a real-time view of every dollar across SerraFi and your linked accounts, complete with "money in"/"money out" breakdowns and a 30-day trend chart that highlights spikes and dips.
Search, filter, and export your full transaction history in seconds. Whether you need to pull a CSV for accounting or zero in on a single entry, SerraFi makes reconciliation effortless.
SerraFi protects your deposits with $250,000 in FDIC coverage. We're bringing automatic sweeps across our partner banks soon, unlocking up to $1 million in enhanced coverage—no extra accounts or paperwork required.