Plino's changelog

Here are the upcoming features!

• Bank transaction analysis in chat → users can use the chat to ask questions about their bank account data, getting answers in seconds;

• Conditional categorization → users can set conditional categories for company data, making analysis simpler and more effective;

• Invoice-transaction reconciliation → Plino automatically reconciles invoice and transaction data.

With multi-company support, entrepreneurs managing multiple businesses and accounting firms can centralize the management of all client companies in a single account on Plino! Switching from one company to another is easy, allowing you to monitor accounting and financial data of multiple companies in an agile and intuitive way.

Plino simplifies managing banking transactions for one or more accounts with the ability to download them in a CSV file! Users can filter the data by time range and by bank, card, or account, and within seconds, they get a complete file without having to check multiple sources.

Plino's new dashboard revolutionises the way users view their bank accounts, offering a simple and intuitive experience. Thanks to clear and detailed graphs, users can monitor the most important data at a glance: from cash flow to income and expenses, from transactions with customers and suppliers to the balance trend. This new feature allows users to have a complete and immediate view of financial data, both in detail and overall, facilitating decision-making and the management of the company's cash.

Plino further expands its analysis capabilities by integrating over 5000 banks across Europe.
Users can now connect one or more bank accounts to access a complete view of their finances. Analyzing transactions, cash trends, income and expenditure flows, as well as payment details, becomes simple and intuitive. This new integration, combined with invoice integration, provides an even more comprehensive and detailed overview of business finances, enabling users to make informed and strategic decisions.