Finaloop

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Emily Burrows

Connect your banks, credit cards, and loans to Finaloop.

Connect Banks, Credit Cards & Loans

Learn about Finaloop's bank reconciliation and validation process to ensure your books are fully reconciled to your sources of truth

Banks and Credit Cards Reconciliation at Finaloop

This article will help you learn how to export your bank account statement or CSV for your Discover bank accounts

Discover bank - How to upload your CSV & bank statements

This article will help you learn how to export your bank account statement or CSV for your Citibank accounts

Citibank - How to upload your CSV & bank statements

This article will help you learn how to export your bank account statement or CSV for your Highbeam accounts

Highbeam - How to upload your CSV & bank statements

How to connect Parker to your books

This article will help you learn how to export your bank account statement for your Synchrony accounts

Synchrony- How to upload your bank statements

Mercury Checking - Downloading a CSV File for your Account Easily

This article will help you learn how to export your bank account statement or CSV for your CapitalOne bank accounts

CapitalOne - How to upload your CSV & bank statements

This article will help you learn how to export your bank account statement or CSV for your Bank of America accounts

Bank of America- How to upload your CSV & bank statements

This article will help you learn how to export your bank account statement or CSV for your Chase accounts

Chase- How to upload your CSV & bank statements

Connect Wise to Finaloop

Find the closing date and closing balance on your credit card statement so you can give Finaloop the right numbers when it asks for them.

Finding your credit card statement closing date and balance

This article will help you learn how to export your bank account statement or CSV for your American Express accounts

American Express- How to upload your CSV & bank statements

Learn how to export transactions and statements for your Parker accounts.

Parker - Uploading your transactions or bank statements (CSV or PDF) to Finaloop

Learn how to export transactions and statements for your Relay Financial bank accounts.

Relay Financial - How to upload your transactions or bank statements (CSV or PDF) to Finaloop

This article will help you learn how to export your statements or CSV for your Shopify Credit accounts

Shopify Credit - How to upload your CSV & bank statements

This article will help you learn how to export your statements or CSV for your Shopify Balance accounts

Shopify Balance - How to upload your CSV & bank statements

Learn how to export transactions and statements for your Wise accounts.

Wise - Uploading your transactions & bank statements (CSV or PDF) to Finaloop

Learn how to export transactions and statements for your Brex accounts.

Brex - Uploading your transactions or bank statements (CSV or PDF) to Finaloop

Connect banks & credit cards

Payability - What info do I need?

Shopify Capital - What info do I need?

How to connect Ampla to your books

Wayflyer - What info do I need?

PayPal Working Capital - What info do I need?

Marcus by Goldman - What info do I need?

PayPal Business Loans - What info do I need?

PayPal Credit - What info do I need?

Stripe Capital - What info do I need?

How to connect Amazon Lending to your books

Connect loans

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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