Feature

Bank Feeds (and CSV Import)

Prosper supports bank sync via Plaid on paid tiers and manual CSV import on Starter. Choose the workflow that matches your stage and volume.

Try Prosper freeSee pricing

What bank feeds do

Bank feeds bring transactions into Prosper so you can categorize, review exceptions, and reconcile accounts. This keeps the ledger current throughout the month (continuous close) instead of building up a month-end backlog.

If you're not ready for sync, CSV import still works—just make reconciliation a habit. CSV import guide →

How it works

Connect banks (Pro+) or import a CSV (Starter)

Review exceptions and confirm categories

Reconcile accounts to statements

Export reports and supporting detail when needed

Month-end close checklist →

Connected bank limits

PlanBank syncLimit
StarterNoManual CSV import only
ProYesUp to 5 connected banks
AgencyYesUp to 15 connected banks

See full pricing and limits →

Security and trust

Connecting financial accounts is sensitive. Always review vendor terms and your security posture.

Learn more about Prosper's approach on the Trust page, or see the FAQ.

Ready to connect your accounts?

Start free with CSV import, then upgrade to bank sync when it saves you time.

Get started free

Related: AI categorization · Reconciliation · Pricing