Connections

Intro

Connections are links between Finicom and external 3rd party apps or financial institutions.

Creating Connections

Google

Google connection allows syncing transactions to Google Sheets™ as a destination.

To create a Google connection, see our docs on Google Sheets™ Destinations.

Bank Accounts

Connections to any bank accounts allow syncing financial data from those banks.

Notion

Notion connection allows syncing transactions to Notion Databases as a destination.

To create a Notion connection, see our docs on Notion Destinations.

Mercury Bank

Mercury connection allows syncing Mercury bank transactions.

This connection can be created by inputting a Mercury API key when creating a source. See the docs on connecting Mercury for more.

Airtable Connection

Airtable connections allow you to sync your financial data directly into Airtable bases. This integration enables you to:

• Automatically sync bank transactions to Airtable tables
• Create custom financial dashboards and reports in Airtable
• Combine your financial data with other business data in one place

To create an Airtable connection, see our docs on Airtable Destinations.

Slack

Slack connections allow Finicom to post transaction notifications into channels in your Slack workspace.

To create a Slack connection, start from Slack Destinations and connect your workspace during setup.

View & Manage Connections

Connections can be viewed and managed within your organization's settings page. If a connection has the "disabled" status, that means it's unavailable for use due to a specific reason.

Certain connections may have other options, like "Update" or "Reauthenticate". If you're experiencing issues syncing from a connection, these options can help.

All connections have the option to disconnect them, which permanently archives them and hides them from view. Disconnecting a connection also deactivates any connected sources, and pauses any destinations that rely on those sources or connections.