Connect Chase to Wrapper
View statements and transactions across your Chase accounts without exporting a single spreadsheet.
Overview
Let your agents take action with Chase
View statements and transactions across your Chase accounts without exporting a single spreadsheet.
Finance questions usually mean exporting statements and rebuilding the same spreadsheet. With Chase connected, agents read the numbers directly and show their work, with read-only access to your accounts.
Key problems solved
What changes when you connect Chase.
Manual exports
Agents read transactions directly, without CSV exports
Slow close
Reconciliation starts as soon as the data lands
Unclear spend
Answer spend questions by team, vendor, or card
Audit trail
Every answer links back to the source records
Features
Integration features
Everything your agents can do with Chase.
What agents can do in Chase
Categorize transactions automatically
Build cash-flow summaries for any date range
Match deposits to open invoices
Read-only access
Agents can’t move money or approve payments
Limit access to specific accounts
Disconnect at any time from settings
Why it matters: Connect financial accounts with confidence
Reconciliation
Match transactions to invoices and receipts
Flag duplicates and unusual charges
Prepare entries for your accounting system
Why it matters: Close the books faster each month
Setup
Setup guide
Connect Chase in a few minutes, with no code.
1
Open the integration
In Wrapper, go to Settings → Integrations, find Chase, and select Connect.
2
Approve access in Chase
Link your accounts through a secure bank connection. Wrapper has read-only access and never initiates transfers.
3
Choose what agents can do
Pick the actions agents can take on their own and the ones that need your approval. You can change this at any time.
4
Test with a sample request
Ask an agent a question that needs Chase, check the sources it cites, then turn it on for your team.
Support
Troubleshooting & support
Common issues, fixes, and where to get help.
Other resources
Guides and links for Chase.
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