SuperBooks/Bank connections/CIBC
Live · CA · national · est. 1867

Connect CIBC
to your SuperBooks bank feed via Plaid.

A read-only Plaid link, and your CIBC transactions start flowing into SuperBooks — categorized where the AI is confident, left for you where it is not.

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Categorize·sorting every expense into a category↻ 2s
YTD expenses · by category
$3,549.17
5 / 5
categories
Web hosting & cloud
$1,488.50
7 txns · AWS, Vercel, Cloudflare
42%
Office expenses
$655.27
9 txns · Stationery, paper, supplies
18%
Software & subscriptions
$513.00
12 txns · GitHub, Notion, Figma, Adobe
14%
Professional services
$480.00
2 txns · Legal, accounting
14%
Travel
$412.40
4 txns · Uber, Delta, hotels
12%
Categorized · $3,549.17 in expenses
Exports as a CSV with a category column · every plan
BY CATEGORY
01 — AI, on your bank feedCIBC × SuperBooks

What the AI does with
your CIBC activity.

Connecting CIBC isn't the finish line — it's the input. Here is what SuperBooks does with each transaction, and the one step that stays yours.

01
CIBC feed, synced

Every CIBC transaction syncs into SuperBooks through Plaid — read-only. We can see the money move; we can never move it.

PLAID · READ-ONLY
02
Receipts in one place

Upload a receipt, then attach it to the CIBC transaction it belongs to. It stays linked from then on.

INBOX
03
Sorted your way

Each CIBC expense is sorted into a category you control, and the expenses-by-category report adds them up for your accountant.

CATEGORIES
04
Your P&L, current

Profit and loss, burn rate and runway are computed from your CIBC feed each time you open them, so they are never a month behind.

LIVE P&L
CAD and USD, side by sideMULTI-CURRENCY

CIBC posts in CAD. SuperBooks is multi-currency — bill a US client in USD, keep your CIBC expenses in CAD, and see your invoice totals in CAD at the day's published rate.

Try it
02 — Multi-currency, nativeCIBC × FX

Every currency,
kept as it happened.

CIBC posts in CAD. Bill a US client in USD or a European one in EUR: each account, transaction and invoice keeps the currency it happened in, and your invoice totals convert to CAD at the day's published rate.

The day's rate on invoice totals
Foreign-currency invoice and customer totals convert to CAD at the day's published rate each time you open them — no manual lookups.
Every amount in its own currency
A EUR invoice stays in EUR and a USD card charge stays in USD, so the figure you see is the figure that moved.
One home currency
Set CAD, or any other, as your team's currency in Settings, and invoice totals are reported in it.
1 CAD = 0.6204 EUR·daily rate · 2026-09-28
CADEUR
C$12,860.00→€7,977.74EURCONVERTED
03 — Once connectedWhat happens

One read-only link to set up.
Up to two years of history.

SuperBooks asks Plaid for up to 24 months of CIBC transactions and categorizes each one it is confident about.

Backfill window
24 months
requested from Plaid
Sync frequency
every 4h
sooner when Plaid signals
Account types
all
checking · savings · cards · loans
Bank connections
1 · 3 · 10
Free · Starter · Pro
04 — Security

We can't move your money.
That's by design.

Plaid handles authentication. We hold a read-only OAuth token and nothing else — your CIBC credentials never touch our servers.

Full security disclosure
Read-only OAuth scope
We literally cannot move money out of your CIBC accounts — the token we hold doesn't have that permission.
Plaid handles auth
Your bank credentials never reach SuperBooks. Plaid is the authentication layer.
AES-256 at rest
Every transaction, every PDF, every receipt — encrypted at rest.
Revoke anytime
Delete the connection in Settings, then type DELETE to confirm. It is gone from SuperBooks at once, and Plaid is asked to revoke its access.
05 — QuestionsCIBC × FAQ

What people ask before
they connect CIBC.

Straight answers, each one true of SuperBooks as it ships today rather than as it is planned.

Does CIBC work with Plaid?

Yes. Plaid's own institution page, listed as "CIBC", shows it supported in Canada, for Assets, Auth, Balance, Transactions, checked 2026-09-27: https://plaid.com/institutions/cibc/.

Can I connect CIBC to QuickBooks or other accounting software?

SuperBooks has no QuickBooks connection: it is bookkeeping software itself, and it connects to CIBC through Plaid. To take those transactions into another tool, export them as a CSV: one file of the transactions you select, with a column naming the bank account each one came from.

Do I need a CIBC API or developer key?

No. SuperBooks reaches CIBC through Plaid, read-only, and you connect with the CIBC login you already use, so there are no developer credentials to request from the bank. Your own data is then readable over the SuperBooks REST API, its TypeScript and Python SDKs, and its MCP server — on every plan.

How do I link my CIBC business and personal accounts?

Sign in to CIBC through Plaid with the login that holds those accounts; SuperBooks then lists every account Plaid returns for it, and you choose which ones sync. All of them count as one bank connection on your plan. SuperBooks keeps one login per Plaid institution for each company — for CIBC, Plaid's "CIBC" record — so connecting it again replaces that login instead of adding a second one. If your personal and business accounts sit under two separate logins there, only one of them can be connected at a time.

Does SuperBooks store my CIBC login?

No. You sign in through Plaid — in Plaid's own window, or on CIBC's own site if CIBC uses OAuth — so your password goes to Plaid or CIBC, never to SuperBooks. The only credential SuperBooks holds is a read-only token for transactions and balances — it can never move money — and disconnecting CIBC revokes it.

How much CIBC history comes across?

SuperBooks asks Plaid for up to 730 days — roughly two years — the first time you connect. How much of that actually arrives depends on what CIBC makes available through Plaid.

Does SuperBooks categorize CIBC transactions automatically?

Yes, when it is confident. SuperBooks applies a category above a 0.7 confidence score; below that it writes nothing rather than guessing, so the CIBC transaction stays uncategorized in your list until you set it.

Can I export my CIBC transactions?

Yes — your transactions export as a CSV on every plan and from every role, so you can hand CIBC activity to an accountant or load it into another tool whenever you want.

What does connecting CIBC cost?

Nothing to start: the free plan includes 1 bank connection and takes no credit card. Starter raises that to 3 connections and Pro to 10.

Connect another bank
06 — Ready

Connect your CIBC account.
Let the AI keep the books.

Get started