Is my banking data secure?⚡
Bank connections run through Quiltt; Tessellaze never sees your bank credentials. Your access token stays server-side and data is scoped to your tenant alone.
Which accounts can I connect?⚡
Checking, savings, credit cards, and most major US institutions supported by Quiltt. You can also book accounts to separate entities (personal, LLC, S-corp).
How does categorization work?⚡
Deterministic rules run first, then an AI tier handles the rest. Nothing is auto-booked to an entity without your confirmation — suggestions are surfaced, you accept them.
Can I use it for my business taxes too?⚡
Yes. Create an entity for each business, book accounts and transactions to it, and the tax summary rolls up wages, 1099s, and Schedule C net profit per entity.