Multi-Account Aggregation

Managing finances across multiple platforms can be overwhelming. With Grimo, you get a real-time, 360-degree view of your money, no matter where it’s held. This centralized access helps you make smarter financial decisions, reduce financial anxiety, and stay on top of every dollar.

Why It Matters?

Managing finances across multiple platforms can be overwhelming. With Grimo, you get a real-time, 360-degree view of your money, no matter where it’s held. This centralized access helps you make smarter financial decisions, reduce financial anxiety, and stay on top of every dollar.

Key Features and Benefits

1. One Dashboard, All Your Accounts:

View your total balance, cash flow, debts, and savings in one place—updated in real-time.

2. Support for Hundreds of Institutions:

Seamlessly connect to major banks, neobanks, credit unions, payment platforms (like PayPal or Wise), and investment services.

3. Read-Only Secure Connections:

Grimo connects to your accounts through bank-level encryption and read-only access, meaning we can view your data—but never touch your money.

4. Automatic Syncing:

No manual entry needed. Your balances and transactions are automatically updated so you're always working with the most current data.

5. Customizable Views:

Group accounts by purpose (e.g., Personal, Business, Savings) or type, and filter by currency or region for added clarity.

6. Multi-Currency Support:

Grimo automatically converts foreign balances into your primary currency using live exchange rates—great for digital nomads and global users.

7. Cross-Platform Access:

Access your complete financial snapshot from desktop or mobile with a seamless experience across devices.

Use Cases

1. Individuals: Track checking, savings, credit cards, and retirement funds in one place.
2. Freelancers: Combine personal and business accounts while keeping them organized.
3. Families & Couples: Monitor shared expenses and joint accounts alongside individual ones.
4. Travelers/Expats: Keep track of foreign accounts and view everything in your home currency.

Grimo’s Multi-Account Aggregation feature brings all your financial accounts—banking, credit cards, wallets, and investments—into one unified dashboard. Track your total balance, cash flow, and spending in real time without switching between apps. Enjoy secure, read-only access with bank-level encryption for complete peace of mind. Automatic syncing ensures your data is always up to date and organized.

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