Smart Banking
for modern finance teams.

No — our connected banking integration uses strictly read-only access. Credvue can never initiate transfers, sign payments, or make any changes to your bank account. Our platform only views transaction data and balances. For payout features, we use separate payment rails with explicit multi-level approvals before any money moves.

Credvue currently integrates with 250+ banks, NBFCs, credit cards, and digital wallets across India — including ICICI, SBI, HDFC, Axis, Yes Bank, Kotak, RBL, Bandhan, and many more. We add new banks every month based on customer demand. If you don't see your bank, request it from your dashboard and our team will prioritize it.

Our AI engine matches bank transactions to your invoices, bills, and expense entries using multiple signals — amount, date, reference number, counterparty name, and custom rules you define. Customers typically achieve 90%+ auto-reconciliation rates right out of the box, and the engine gets smarter over time as it learns from your patterns. Remaining items are flagged for quick manual review.

Yes — you can connect unlimited accounts from multiple banks, credit cards, and wallets in a single Credvue dashboard. Each connection is fully under your control: you can choose which specific accounts to share, and you can revoke any bank connection with one click at any time from your settings. A full audit trail of all connections and activity is always available.

Our onboarding team provides free white-glove setup for all paid plans — including a dedicated account manager, live walkthrough, custom reconciliation rules configuration, and team training. All users get access to our extensive knowledge base, video tutorials, and 24/7 chat support. Enterprise customers also get priority phone support and a dedicated success manager.