Banks & cards
Connect specific banks and cards, or upload statements.
By Mauritius and 2 others3 authors18 articles
- Mercury - Uploading your transactions & bank statements (CSV or PDF) to FinaloopConnect Mercury to Finaloop Accounting and, when we ask, export a CSV of your transactions or a PDF statement and upload it, so your Mercury accounts stay accurate in your…
- American Express - Uploading your transactions & bank statements (CSV or PDF) to FinaloopConnect American Express to Finaloop Accounting and, when we ask, export a CSV of your card transactions or a PDF billing statement and upload it, so your American Express cards…
- Bank of America - Uploading your transactions & bank statements (CSV or PDF) to FinaloopConnect Bank of America to Finaloop Accounting and, when we ask, export a CSV of your transactions or a PDF statement and upload it, so your Bank of America accounts…
- Brex - Uploading your transactions & bank statements (CSV or PDF) to FinaloopConnect Brex to Finaloop Accounting and, when we ask, export a CSV of your Brex transactions or a PDF statement and upload it, so your Brex cards and accounts stay…
- Capital One - Uploading your transactions & bank statements (CSV or PDF) to FinaloopConnect Capital One to Finaloop Accounting and, when we ask, export a CSV of your Capital One transactions or a PDF statement and upload it, so your Capital One accounts…
- Chase - Uploading your transactions & bank statements (CSV or PDF) to FinaloopConnect Chase to Finaloop Accounting and, when we ask, export a CSV of your Chase transactions or a PDF statement and upload it, so your Chase accounts and cards stay…
- Citibank - Uploading your transactions & bank statements (CSV or PDF) to FinaloopConnect Citibank to Finaloop Accounting and, when we ask, export a CSV of your transactions or a PDF statement and upload it, so your Citi accounts stay accurate in your…
- Discover - Uploading your transactions & bank statements (CSV or PDF) to FinaloopConnect Discover to Finaloop Accounting and, when we ask, export a CSV of your transactions or a PDF statement and upload it, so your Discover account stays accurate in your…
- Highbeam - Uploading your transactions & bank statements (CSV or PDF) to FinaloopConnect Highbeam to Finaloop Accounting and, when we ask, export a CSV of your transactions or a PDF statement and upload it, so your Highbeam accounts stay accurate in your…
- Parker - Uploading your transactions or bank statements (CSV or PDF) to FinaloopExport a CSV of your Parker transactions or a PDF statement and upload it to Finaloop Accounting, and give us a bookkeeper role in Parker, so your Parker card stays…
- Relay Financial - Uploading your transactions & bank statements (CSV or PDF) to FinaloopConnect Relay to Finaloop Accounting and, when we ask, export a CSV of your transactions or a PDF statement from Relay and upload it, so your Relay accounts stay accurate…
- Shopify Balance - Uploading your transactions & bank statements (CSV or PDF) to FinaloopConnect Shopify Balance to Finaloop Accounting and, when we ask, export a CSV of your transactions or a monthly statement from Shopify and upload it, so your Shopify Balance accounts…
- Shopify Credit - How to upload your CSV & bank statementsLet Finaloop pull your Shopify Credit transactions, or export a CSV or PDF statement from Shopify and upload it, so your credit balances stay accurate.
- Synchrony - Uploading your bank statements (PDF) to FinaloopConnect Synchrony to Finaloop Accounting and, when we ask, download a PDF statement from your Synchrony account and upload it, so your Synchrony balances stay accurate in your books.
- Connect Wise to Finaloop
- How to connect Parker to your books
- Bluevine - Uploading your transactions & bank statements (CSV or PDF) to FinaloopConnect Bluevine to Finaloop Accounting and, when we ask, export a CSV of your transactions or a PDF statement and upload it, so your Bluevine checking account stays accurate in…
- Wise - Uploading your transactions & bank statements (CSV or PDF) to FinaloopConnect Wise to Finaloop Accounting and, when we ask, export a CSV or PDF statement for each Wise currency and upload it, so your Wise balances stay accurate in your…