Bank match · via Plaid
Match every receipt to the right transaction.
Mylo connects to your bank and card accounts through Plaid and links each receipt to the exact transaction that paid for it, across more than 12,000 institutions. So "paid" is never a guess and nothing slips through.
30-day free trial. No card required, cancel anytime.
How it works
Receipts and transactions, finally together.
Mylo does the reconciling for you, in the background, the moment a receipt or a charge appears.
- 1
Connect securely
Link your checking, savings and credit cards through Plaid with bank-grade encryption. Mylo never sees or stores your banking credentials.
- 2
Auto-match
As receipts arrive from your inboxes, stores and camera, Mylo lines each one up with the transaction that settled it by merchant, amount and date.
- 3
Reconcile at a glance
Every charge shows its matching receipt, and any transaction still missing one is flagged so you can clear it in seconds.
Why it matters
No more guessing what got paid.
"Paid" is certain
Each expense is backed by both a receipt and the transaction that settled it, so your records hold up to any review.
Catch missing receipts
Mylo flags charges that do not have a receipt yet, so gaps are obvious instead of hidden until month-end.
Keep your existing cards
Bank matching works on the Visa, Mastercard and Amex you already use. There is no new card to apply for.
Audit-ready by default
Because every expense is reconciled as it happens, your books are always export-ready and clean.
Works with what you use
Connected to your accounts.
Banks & cards
12,000+ via Plaid
Card networks
Visa, Mastercard, Amex
Security
Bank-grade encryption
FAQ
Questions, answered.
How does Mylo connect to my bank?
Mylo connects through Plaid, the same secure service used by many major finance apps. The connection is read-only and uses bank-grade encryption, and Mylo never sees or stores your banking credentials.
Which banks and cards are supported?
Mylo connects to more than 12,000 banks and card issuers through Plaid, covering most US checking, savings and credit card accounts, including Visa, Mastercard and Amex.
Do I need a new Mylo card?
No. Bank matching works on top of the cards you already use. There is nothing to apply for and nothing to switch.
What happens if a charge has no receipt?
Mylo flags the transaction as missing a receipt. You can snap one with the camera, text it in, or let Mylo find it from your inbox or camera roll, and it will be matched automatically.
Is my financial data secure?
Yes. Bank connections run through Plaid with bank-grade encryption, the access is read-only, and you decide exactly which expenses are ever shared or exported.
Keep exploring
Reconcile without lifting a finger.
Set up in a few minutes, on the cards you already carry.
30-day free trial. No card required, cancel anytime.