Huddle Finance
Client setup
Set up your books
Sign in with the e-mail address your invitation came to. You choose your own password, then add a second step: an authenticator app or a passkey.
Your practices
We set these up for you. Check each name and the last four digits of its tax ID.
| Practice | Tax ID |
|---|
Connect your banks and cards
Use your own online-banking sign-in. Huddle Finance can only read transactions; it can never move money.
Put every account in a practice
Pick the practice for each account, or mark it Not in these books: we keep nothing from it.
| Bank | Account | Practice |
|---|
You're set up
From here our team takes over. If a bank asks for its sign-in again, we e-mail you a link to this page.
| Bank | Account | Practice | Last pull |
|---|
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