TenantCloud

How far back can I autoload the historic transactions?

Why do I need to re-add my bank account?

How do I unreconcile or ignore the transactions?

How often does the bank feed refresh?

Learn about your bank connection security

Bank connection security

Learn how many financial institutions are available.

How many financial institutions are available?

How do I reconcile multiple line items (split transactions)?

How do I reconcile my accounting?

Reconciliation 

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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.

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.

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

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

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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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