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The connection plan

From a charge
to the whole purchase.

A bank transaction tells you money moved. Itemized purchase records help explain what it bought. Nellby is being built to bring those pieces together.

Planned capabilities · Coverage is still being qualified

Plaid

Planned banking connection

The foundation: your bank activity.

Connect supported accounts to bring transactions into the financial picture. Original statements serve a different purpose and need their own supported retrieval or import path.

  • Bank transaction detail provides the charge to reconcile against.
  • Statement access depends on institution, account, region, and supported Plaid products.
  • Original document imports remain part of the plan when a direct path is unavailable.

A bank feed alone does not establish the individual products inside an Amazon or Apple purchase.

Amazon

Planned purchase intelligence

Understand what was in the order.

The goal is to extract available items, amounts, and refunds from supported purchase records, then match them to the relevant bank activity.

  • Use itemized invoices and receipts as evidence for individual purchases.
  • Qualify eligible Amazon Business connection options.
  • Handle partial refunds and orders with more than one charge without counting the same purchase twice.

A universal direct connection to consumer Amazon purchase history has not been established. Uploads and eligible source access must remain explicit.

Apple

Planned receipt and invoice imports

Give the merchant label meaning.

Turn supported receipt and invoice detail into a clearer view of software, storage, subscriptions, and other purchases—then ask which belong to the business.

  • Extract line items that are actually present in the source document.
  • Distinguish combined billing from the individual purchases it represents.
  • Keep Apple Card statement imports separate from Apple purchase receipts.

We have not qualified a universal Apple purchase-history connection. Apple’s developer purchase APIs do not grant access to every purchase across someone’s account.

Your documents

Planned evidence foundation

A source you can return to.

Supported statement, receipt, and invoice imports are part of the product plan. The original stays connected to extracted details so you can inspect the evidence and correct a mistaken interpretation.

Explore a purchase preview

A few useful answers

What a connection needs to explain.

What’s the difference between a bank feed and an itemized receipt?

A bank feed can show that money moved, with details such as the merchant, date, and total. An itemized receipt or invoice can show what was purchased. Nellby’s plan is to connect those records and then ask about business purpose, because a merchant name alone can’t explain every item in an order.

Will Nellby connect directly to all Amazon purchase history?

Universal access hasn’t been established. Nellby plans to use supported itemized receipts and invoices and to qualify eligible Amazon Business connection options. The website’s Amazon example demonstrates the intended evidence workflow; it doesn’t connect to an Amazon account.

Will Nellby understand the items inside an Apple charge?

The goal is to extract the items actually present in supported Apple receipts and invoices, then ask which belong to the business. A combined charge may include different purchases. Universal Apple purchase-history access hasn’t been qualified, and Apple Card statements remain separate from Apple purchase receipts.

Can I connect my bank to Nellby now?

No live banking connection is available on this website. Plaid is part of the connection plan, and coverage still needs to be qualified for supported institutions, accounts, regions, and products. Supported document imports are also planned. Connection names on this page don’t establish a partnership or current product access.

See what’s available today

Financial clarity. By your side.

A better relationship
with your numbers.

Nellby is taking shape around one belief: you deserve to understand your finances.

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Ask Nellby

Your AI guide to Nellby

A little more clarity.

Let’s talk Nellby.

Explore what we’re building: powerful accounting that helps you understand your finances and learn as you go.

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About this chat

Nellby is your AI guide to what we’re building. This chat explains the product; it doesn’t access or manage your financial accounts. Messages are processed by third-party services to provide replies. Please keep sensitive information out of chat.