Finaloop

Ask your books anything, in plain English. This guide gets the Finaloop MCP connected in under 2 minutes.

Connect Finaloop to Your AI Stack

Ryan

Emily Burrows

App Integrations

TikTok Shop Role

Connect sales channels

This article will help you learn how to provide a role to Finaloop in your payment gateways

How to provide Finaloop a role in your payment gateways

Connect payment processors

How to connect QuickBooks Payroll to your books

Connecting Payroll apps - Gusto

Connect payroll

Connecting bill management apps

How to connect Settle to your books

Connect bill management apps

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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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.