CWdynamicCWdynamic
CWdynamicPLUS
Feb 10, 2026

Q: Several Questions

1. Bank feeds: Automated via Plaid/Yodlee? Which US banks covered? Refresh frequency/manual?
2. PayPal/Stripe: Direct integrations? Import gross, fees, refunds, disputes, payouts automatically?
3. Mobile: Native iOS/Android? Instant receipt capture, offline support, auto-sync?
4. Personal vs Business: Single login with fully separate books, budgets, reports, permissions?
5. Budgets: Category budgets, rollovers, cash‑flow forecast, alerts?
6. Taxes: Schedule C mapping, 1099s, sales tax, TurboTax/CPA export?
7. Security: Encryption (in transit/at rest), hosting region, SOC 2/ISO 27001, data residency?
8. Portability: Full exports (GL detail, COA, transactions, attachments) to CSV/ZIP self‑serve?
9. Roadmap: Near‑term timelines for any gaps above; public roadmap/release notes?

Share
Helpful?
Log in to join the conversation