250+ banks · Secure AISP · Real-time sync

All your Banking
unified in one view.

Connect all your bank accounts and cards. Get real-time cash flow visibility, auto-categorized transactions, and smart insights — powered by regulated secure APIs.

Connect your first bank Watch 2-min demo
RK PS VS AP
★★★★★ 4.9/5 · 2,300+ reviews
RBI-regulated · Bank-grade security · 256-bit encrypted

HDFC · CC A/C xx4201

Last sync · 2 min ago

₹ 48,20,420

SBI · Savings xx8812

Last sync · 5 min ago

₹ 12,40,150

Axix Credit · xx2231

Due · 28th this month

₹ 1,48,200

HDFC Transfer+ ₹5.2L
SBI NEFT Out- ₹86k
ICICI IMPS+ ₹1.2L

Consolidated Positions

Total Balance
₹ 1.86 Cr
▲ +4.8% weekly
Inflows
₹ 48.2L
▲ 32 transactions
Outflows
₹ 26.4L
▼ 18 transactions
Net CF
+ ₹21.8L
▲ positive
0 Banks supported
0 Uptime · 12 months
0 Avg sync latency
0 Active connections

Connect 250+ Banks in Seconds

Secure one-click connections with every major bank, NBFC, credit card, and wallet in India.

HDFC Bank
State Bank of India
ICICI Bank
Axis Bank
Kotak Mahindra
Yes Bank
IndusInd Bank
Bank of Baroda
Paytm Wallet
PhonePe Wallet
Amazon Pay
Credit Cards

Read-only access · 256-bit encryption · OAuth & bank-grade tokens · You can disconnect anytime.

Connected Banking Features

Powerful automation built on top of unified banking data.

Real-Time Sync

Transactions appear in your dashboard within seconds of hitting the bank, 24×7.

One-Click Connection

Authorize bank connections directly via internet banking — no CSV uploads required.

Read-Only Access

Credential-free read-only tokens. Credvue can never move your money.

Auto-Categorization

AI categorizes every transaction by vendor, category, and project as they arrive.

Reconciliation Matching

Auto-match bank lines to invoices, bills, and expense reports. 90%+ auto-reconciliation rates.

Anomaly Detection

AI flags unusual transactions, duplicate payments, and suspicious patterns for review.

How It Works

Connect all your accounts in under 3 minutes.

01

Select Your Bank

Choose from 250+ supported banks, credit cards, and wallets — all in a single secure browser flow.

02

Authenticate via Bank

Log in to your bank's internet banking portal once to authorize read-only access via official regulated APIs.

03

Accounts Auto-Appear

Balances, transactions, and statements sync into your Credvue dashboard within seconds.

04

Get Cash Flow Insights

AI categorizes everything automatically. Custom reports, dashboards, and alerts ready to go.

Why Trust Credvue

Enterprise-grade security with the simplicity your teams love.

Bank-Grade Security

256-bit encryption, SOC 2 Type II, ISO 27001, regular independent penetration tests.

Read-Only Access

We never hold passwords. Token-based OAuth-style access means Credvue cannot move money.

You're in Control

Revoke any bank connection at any time. Choose specific accounts to connect. Full audit trail.

Real-Time · Reliable

5-second average sync. 99.9% uptime over 12 months. Automatic retries if a bank is down.

What Our Customers Say

See how connected banking teams feel once they switch to Credvue.

See every rupee, every account.

Set up in 3 minutes · 50,000+ businesses · Free trial. Cancel anytime.

Connect Your Bank Book a Demo

Frequently Asked Questions

Answers to common questions about connected banking.

Credvue uses read-only, token-based access via regulated banking APIs. We never store your bank username/password. 256-bit end-to-end encryption, SOC 2 Type II, and ISO 27001 certified with regular penetration testing and 24/7 monitoring.
No — connected banking uses strictly read-only access. Credvue can never initiate transfers, sign payments, or make any changes to your bank account. Our platform sees transaction data and balances only.
Automatically in real-time. Most transactions appear in seconds. Backed by a continuous pull mechanism with automatic retries so if a bank API has downtime we catch up as soon as it's available.
We add new banks regularly. If yours isn't currently supported, request it from inside your dashboard — our team prioritizes banks by customer demand. We also support manual CSV imports as a workaround in the meantime.