What's new

Connect Shopify

Connect a Shopify store in one step. Metreks imports orders, refunds, sales tax, Shopify Payments transactions and payouts, books them, and matches each payout to its bank deposit.

Delete your workspace

Owners can now delete a workspace and all its data from Settings. Connected banks are disconnected first.

Live bank feeds

Bank and card connections through Plaid, rolling out to founding brands. New transactions arrive and book themselves. 2-step verification is required before connecting.

Metreks AI on Claude

Metreks AI books transactions no vendor or rule recognized, and answers questions from your books with sources.

US sales tax and Federal Reserve rates

Sales tax tracked by state, marketplace-collected tax kept out of your books, and official Federal Reserve exchange rates for US companies.

Statement uploads for US banks

Upload CSV statements from Chase, Bank of America, Wells Fargo, Capital One, Mercury and Amex. Known vendors and learned rules book them automatically.