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All CollectionsApp IntegrationsConnecting bill management apps
Connecting bill management apps
Connecting bill management apps
Emma Burrows avatar
Written by Emma Burrows
Updated over a week ago

1. About

Using either Bill.com and Settle is a great way to sync bills and vendor payments and the integration requires just a few clicks.

2. Connect Finaloop to Settle.com

> To connect Finaloop to Settle.com:

  1. Navigate to Settings>Integrations.​

  2. Scroll down to the Backoffice apps section and click Settle.​

  3. Then click Connect (or sign up).​

  4. Follow the on-screen instructions and you’re done.

NOTE: It may take a few hours for the apps to sync. You can easily categorize the bills you create in Settle using the Finaloop chart of accounts. This seamlessly integrates and automatically syncs with our system. Just access your Settle account and go to Settings >Accounting to connect to Finaloop and you are connected!

3. Connect Finaloop to Bill.com

To connect Bill.com and Finaloop, you’ll need a token from Bill.com. Here's what to do.

>To connect to Finaloop to Bill.com:

  1. Navigate to Settings>Integrations.
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  2. Scroll down to the Backoffice apps section and click Bill.
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  3. A new screen opens with on-screen instructions (repeated here).
    ​

  4. Keep Finaloop open.

  5. To log into your Bill.com account click the hyperlink
    (https://login.us.bill.com/neo/login). This takes you to the Bill.com login page.
    ​
    ​

  6. Once in your account, click Settings (top right).

  7. Select Sync & Integrations (left side menu) and then click Tokens.

  8. Click New (top right).

  9. Type Finaloop as the name for the sync token and then click Save.

  10. Copy the sync token to your clipboard.
    ​

  11. Head back to the Finaloop page. Enter your username and paste the sync token into the Sync token box.

  12. Click Connect and you’ll see a success message.

NOTE: It may take a few hours for the apps to sync.

4. Map Bill.com categories to Finaloop

Finaloop’s automation with Bill.com matches the categories or accounts in the imported bills to Finaloop's chart of accounts. Those that weren't matched automatically and appear as "Uncategorized expense - Bill.com" in Finaloop.

You can map them to the correct categories by using the Categories mapping tab (to the right of the Bills tab under Vendors).
​

Map categories

> To map categories:

  1. In Bill.com add a category for these bills. In Bill.com these categories are called "Accounts". Each bill in Bill.com has an "Expenses" section at the bottom of the bill.

  2. Map each account to a category in Finaloop. Accounts for each bill can be added, edited, or removed. If no account is populated for a given bill, you can add it.
    ​

    • A category (account) that no longer exists in Bill.com (if it has been deleted or marked as inactive) but still appears in any of your bills - cannot be mapped in Finaloop. If this happens, you'll need to change it to an active account in Bill.com before you can map it in Finaloop.

    • As for bills created without a category (account) in Bill.com - before mapping them in Finaloop, you'll need to add a category (account) from them in Bill.com. This is because we can't match a category in Finaloop if no category is imported from Bill.com :)

    • We sync the data from Bill.com every 4 hours.

Map uncategorized expenses

>To map uncategorized expenses:

For categories that appear as “Uncategorized expense - Bill.com” in Finaloop do these steps:

  1. Click on the Categories Mapping tab in the Bills screen.
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  2. Click the edit icon next to the categories that show as “Uncategorized expense - Bill.com” and map to the correct Finaloop category.

5. Connect bills to payments

When a bill is paid, the payment should be matched automatically if the vendor and amount are the same. If not, you can link payments either via Bills or Transactions. For more on this, head over to the article How to create a bill.

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