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Finicom

Overview

Finicom is a tool that syncs your bank transaction data to applications like Notion & more, allowing access to your financial data wherever you need it.

Finicom supports over 12,000 financial institutions across the US so you can be sure your bank is supported.

Tailor your syncing experience with Finicom's conditionally customizable features. Craft powerful logic to filter and sync only the data that matters to you, giving you precise control over your transactions.

Your financial data is of utmost importance. Finicom ensures state-of-the-art security measures, and rest assured, your sensitive information is never stored by us.

Collaboration is at the heart of Finicom. Create organizations, invite your teammates, and configure permissions seamlessly. Work together to enhance your financial data syncing experience.

With Finicom, you have the power of many-to-many syncing. Connect multiple sources and effortlessly sync transactions to various destinations, providing unparalleled flexibility in managing your financial data.

How to use

Finicom's Notion destination syncs your financial transactions to a database within your Notion workspace, so anyone in your workspace can create financial reports directly in Notion!

1. Sign up if you haven't
2. Connect a bank
3. Go to your organization's destination page
4. Click "Add Destination"
5. Click "Notion"
6. Make sure you have a Notion Workspace connected to Finicom. If not, select the "Notion Workspace" dropdown and select "Add a new Notion Workspace"
- Complete Notion's app connection flow to connect your workspace to Finicom.
- We recommend using our provided template to automatically create a database with the right properties.
7. Complete adding details for your new Notion destination, including which source and Notion database to use.

After this, Finicom will sync any transactions on your bank to your Notion database automatically.

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