See what changed across your money.
Northline is a read-only financial command center that helps you connect accounts, monitor imported transactions, understand cash flow, and review informational AI insights in one secure workspace.
Core v1 scope
Account aggregation + transaction intelligence
Data posture
Permissioned bank connections
Product stance
Read-only financial overview
Read-only workspace
Cash flow, clearly organized
Connect accounts, import supported transaction history, and review what changed across your financial activity.
Institutions
Linked
Transactions
Categorized
AI
Source-limited
Transaction intelligence
Review categories, recurring vendors, larger expenses, and recent income activity from imported rows.
V1 guardrails
Northline does not hold funds, initiate bank actions, or provide tax, legal, investment, credit, or lending advice.
Financial visibility gets messy when accounts live across multiple institutions.
Consumers and small business owners often check several bank portals just to understand balances, transaction activity, reserves, and recent cash-flow changes. Northline brings the visibility layer into one calmer workspace.
Small business owners
Monitor operating, payroll, reserve, and tax-related accounts without juggling separate portals.
Everyday consumers
Review checking, savings, and spending activity across supported institutions in one place.
Cost-sensitive users
Start with a lightweight visibility layer, then upgrade for richer summaries and AI-assisted review.
From scattered accounts to one read-only operating view.
V1 stays intentionally focused: permissioned account connections, imported transaction history, cash-flow summaries, and safe informational insights.
01
Connect accounts securely
Use Plaid to link supported institutions without sharing bank passwords directly with Northline.
02
Import transactions
Northline organizes supported transaction rows, account names, categories, dates, and cash-flow direction.
03
Understand cash flow
Review recent inflow, outflow, net cash flow, top categories, recurring activity, and large changes.
04
Ask for read-only insights
Northline AI summarizes imported transaction records only and keeps suggestions informational.
Built for visibility first.
Northline v1 does not execute financial actions. It helps users understand imported data and decide what to verify next in their own bank or accounting systems.
Connected institutions
See which banks are linked, when they last refreshed, and which accounts were imported.
Transaction review
Filter and review imported activity by merchant, category, account, status, and direction.
Cash-flow visibility
Track 30-day inflow, outflow, net position, spending categories, and recurring candidates.
AI transaction insights
Ask questions that are answered from live imported Plaid transaction rows for the signed-in user.
Clear for users, careful for evaluators.
Northline uses permissioned connectivity, separates product capabilities from future roadmap items, and keeps regulated guidance outside the v1 experience.
Built around secure third-party connectivity
Plaid-powered account linking is positioned as the secure bridge for institution connectivity while the product focuses on user experience and orchestration.
Careful compliance positioning
Northline v1 is read-only. It does not hold funds, initiate bank actions, provide tax advice, repair credit, or approve lending.
Transparent product staging
Users can see what is available now, what is in the MVP, and what is planned, which helps investors and testers evaluate the roadmap honestly.
Simple read-only plans.
Start with basic account visibility, then upgrade for deeper cash-flow summaries, AI insights, exports, tax reserve tracking, and recurring expense detection.
Free
$0
Limited connected accounts and a basic transaction view.
Northline Plus
$19/mo
Unlimited connected institutions, cash-flow summaries, and AI insights.
Pro
$39/mo
Advanced insights, exports, tax reserve tracking, and recurring expense detection.
Northline is not a bank and does not execute financial actions.
Northline does not hold funds, initiate bank actions, or provide tax, legal, investment, credit-repair, or lending advice. Insights are informational and should be verified before decisions are made.
Calm enough for daily use, structured enough for operators.
“This feels like the first multi-bank product that respects smaller operators. I can see cash clearly without paying enterprise software prices.”
Maya Chen
Owner, Harbor Lane Studio
“The dashboard makes it obvious where our balances sit and which accounts need attention. It’s polished enough for investor demos and early pilots.”
Andre Lewis
Founder, Northfield Services
“I want one place for my household accounts and future credit tools. The flow is simple and the language doesn’t feel intimidating.”
Leah Patel
Consumer beta waitlist
Short answers to the most common questions.
How does account linking work?
Users launch a secure Plaid-powered connection flow, choose their financial institution, authenticate with that provider, and select which accounts to share with Northline.
Can users move money between banks today?
No. Northline v1 is read-only. It helps users connect accounts, review imported transactions, and understand cash flow.
What is available now versus later?
Account aggregation, balances visibility, transaction review, cash-flow summaries, pricing, and Plaid linking are the v1 focus. Staged products remain hidden until they are ready for review.
Read-only banking workspace
Start with linked accounts and clearer financial visibility.
Connect institutions, review categorized activity, understand cash flow, and ask Northline AI for informational summaries based on imported transaction rows.