Financial Management Built for Monument Businesses
Connect your bank accounts via Plaid, sync transactions automatically, and match them to orders with smart AI-powered suggestions.
See your finances clearly without leaving MonuCore. From bank connections to category tracking to detailed financial reports, everything you need to understand your business's financial health is built right in. No more switching between apps or waiting for your accountant.
Bank-Grade Security You Can Trust
Your financial data is protected with the same security standards used by major financial institutions. Plaid handles the bank connections so your credentials never touch our servers.
- AES-256-GCM encrypted access tokens
- Plaid-certified secure bank connections
- Your bank credentials never stored by MonuCore
- Disconnect accounts anytime with one click
How It Works
- 1
Connect Your Bank
Use Plaid Link to securely connect checking or savings accounts
- 2
Sync Transactions
Transactions pull automatically with cursor-based syncing
- 3
Match to Orders
Smart suggestions help you match transactions to customer orders
- 4
Categorize & Report
Track spending by category and generate financial reports
- 5
Export & Share
CSV exports and dashboards keep everyone informed
Complete Financial Visibility
Everything you need to track, match, and report on your finances
Plaid Bank Connections
Connect checking and savings accounts securely via Plaid Link. AES-256-GCM encrypted access tokens protect your data.
Transaction Syncing
Cursor-based sync pulls new transactions automatically. See account balances, pending items, and transaction history in real-time.
Smart Order Matching
Split-panel matching UI with auto-suggestions scored by amount proximity and date distance. Match transactions to orders in seconds.
Financial Reports
Income vs Expenses charts, Category Breakdown pie charts, and Cash Flow timelines give you a complete financial picture.
Custom Categories
Monument-industry default categories (Granite & Materials, Cemetery Commissions, Subcontractor Labor) with full custom CRUD.
Dashboard & Export
Summary cards showing balances, monthly income/expenses, and unmatched counts. CSV export for your accountant.
Built for Every Role in Your Shop
Whether you're the owner watching cash flow, the bookkeeper reconciling accounts, or the office manager matching deposits, MonuCore fits your workflow.
Business Owner
Track income and expenses, match payments to orders, review cash flow
- Connect bank accounts via Plaid
- Review matched and unmatched transactions
- Monitor cash flow trends
- See income vs expenses at a glance
- Export financial summaries
Bookkeeper
Categorize transactions, export to CSV, reconcile accounts
- Categorize incoming transactions
- Export CSV reports for accounting
- Reconcile bank balances
- Review category breakdowns
- Match deposits to invoices
Office Manager
See outstanding payments, match deposits, generate financial reports
- Match bank deposits to customer orders
- Track outstanding payments
- Generate income reports
- Review unmatched transactions
- Share reports with ownership
Smart Matching That Saves Hours
Our split-panel matching UI shows your unmatched transactions on one side and open orders on the other. AI-powered suggestions score matches by amount proximity and date distance, so the right order is usually right at the top. Match in seconds, not hours.
Suggest
AI scores orders by amount and date proximity
Match
One click links a transaction to an order
Track
Matched payments flow into financial reports
Ready to See Your Finances Clearly?
Connect your bank, match transactions to orders, and finally understand your business's financial health. Start your free trial today.