Read-only visibility for connected accounts and imported transactions.
Northline v1 focuses on account aggregation, linked-institution management, transaction summaries, cash-flow review, and AI insights based only on imported transaction rows.
Operating model
Connected cash visibility with read-only insights
Institution-ready
Structured surfaces, approval-aware copy, and balance-first hierarchy.
Customer signal
Built to validate account connection, cash review, and transaction intelligence.
Multi-bank account aggregation
Available NowBring checking, savings, and business operating accounts into one view so users stop hopping between bank portals.
Real-time balance visibility
Available NowSurface total cash position, account-level balances, and read-only account context from a single dashboard.
Transaction history and summaries
Available NowCategorize activity, monitor recurring spend, and give owners or households a simpler way to understand flow across institutions.
Cash-flow insights
Available NowSummarize inflow, outflow, net cash flow, category pressure, larger expenses, and recurring transaction candidates.
AI transaction review
Available NowGenerate informational summaries from imported Plaid transaction rows for the signed-in user only.
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.