While I appreciate the Airtable integration of this product and want to like it, it falls short of my expectations for quick information review. Despite not being the developer's fault, the Plaid integrations frequently fail and require constant resetting, making the process cumbersome and time-consuming. Although it's great to have my financial data synced with Airtable, the information is often outdated or incorrect until I manually reset multiple connections. This involves repeated two-factor authentication and password verifications. Given these issues, I'm hesitant to rely on this solution in the future.

I should mention that Quickbooks and lots of accounting software also have these issues but it's frustrating. Overall developer has done a great job but the solution has it's friction points. Points to the developer for the training and templates for Airtable. It all works well.