Bank connections

Optional bank connections for small business bookkeeping

Connect a bank when it helps. Start without one when that is better.

LedgerLumen bank connection is optional. If an owner connects an account, Stripe Financial Connections handles bank sign-in and LedgerLumen does not store bank passwords.

Create workspace

LedgerLumen banking screen showing optional connected accounts, sync controls, and CSV import fallback

At a glance

Bank sync should reduce bookkeeping work, not become the only way to use the product. LedgerLumen keeps bank, CSV, and manual paths open.

Stripe handles sign-in

Stripe Financial Connections presents the bank sign-in flow when an account is connected.

Manual paths stay open

Owners can still use CSV imports, receipts, invoices, projects, and manual records without bank sync.

Records remain reviewable

Bank activity still needs category review, receipt proof, and tax-prep context before it is useful.

Trust and fit

Built for the owner who still has to answer the money questions.

LedgerLumen does not store bank passwords
Unlinking a bank should preserve imported transactions by default
Bank connection is a workflow option, not a requirement