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 automatically sweeps your balances across our partner banks, so you get up to $5 million in FDIC coverage instead of the usual $250,000—no extra accounts or paperwork required.