Three questions keep a login from pretending to be a close.
What should the screen show on a Tuesday? A closed month in one pane, and the lines still in motion somewhere else, so you can tell them apart.
Does the bank feed finish the month? No. It delivers lines. A person still names the odd charge.
Whose name should stay on the books? Yours. The desk is a guest in a file you can still open.
Keeping books on a screen is ordinary work and nobody here holds a CPA license. An audit, a review or a compilation of your statements has to be signed by a firm that holds one, and if a lender has asked for that you'll hear it on the first call rather than after a subscription has started.
A bank feed does not finish a month on its own, whatever the marketing pane implies. Payday runs on a provider that stays in your name. The rest of the limits sit on the disclosures page.
Source. The holding-out and reporting rules at Texas Occupations Code sections 901.451, 901.453 and 901.456, read 29 September 2026 while writing about what a screen can show.
Send the pane that confuses you. A screenshot described in words is enough.
You may also decide the screen is already fine.
What it claims to show.
You will be talking to the Steven Palmieri practice.