Setting up Bank Data Integrations

Instructions

By integrating your bank data, you can allow Finley to auto-populate reports and funding requests with bank data without needing to send regular updates manually. To do so, navigate to the Settings page, then to the “Bank Integrations” tab. You can connect to your bank account(s) via Plaid or Teller. To do so, click “Connect new account” under your platform of choice and follow the prompts in the pop-up window.
Bank Data Integration
Last modified 1mo ago
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