Questions and answers

Entifold brings your accounts, transactions, budgets, bills, subscriptions and savings goals into one place, so you always know where your money stands. You can use it on your own, share it with your household or use it for your business.

Yes. Create a workspace for your business, connect its accounts and cards, and invite your team with the role that fits each person. Growth and Portfolio are made for businesses. Entifold isn't accounting, invoicing or payroll software, but you can export transactions for your accountant.

Yes. The Free plan includes one connected financial institution, budgets, bills, subscriptions and savings goals. You don't need a card to sign up, and you can upgrade at any time.

Entifold connects through Plaid, which supports thousands of financial institutions in the United States and Canada, including banks, credit unions, credit card issuers and lenders.

Yes. Invite people to your workspace and give each of them a role: admin, editor or viewer. Everyone sees the same accounts, budgets and bills, and each person signs in with their own account.

Yes. You can belong to several workspaces, such as a personal one and a shared household one, and switch between them. Each workspace has its own accounts, members and plan.

No. You connect your accounts through Plaid, and your sign-in details for your financial institution go to Plaid, never to Entifold.

Every account has a verified email address and phone number. You can sign in with a passkey, and add two-step verification with an authenticator app or a passkey. You can see every device that's signed in and sign any of them out, and we email you about sign-ins from devices we don't recognize.

Yes. You can delete your account from your settings at any time. Disconnecting a financial institution also removes its accounts and history from Entifold.

Plans are per workspace and billed monthly or yearly. Paying yearly gives you two months free. The workspace owner manages the plan and payment details.

Yes. The workspace owner can change or cancel the plan at any time from the workspace's billing settings.

Yes. The Custom plan has limits set to fit you, with dedicated support and flexible billing. Email [email protected] to talk to us.