Finofo's Real-Time Transfer feature allows you to send and receive funds in real-time.
You will be able to manage your North American cash flow in real-time with Finofo:
Intercompany transfers
Customer payment collection, and
Supplier payments all in one platform.
This support article will guide you through the process of using this feature effectively.
How to get started?
To start a real-time transfer, first log into your Finofo account and go to the Real-Time Transfer section on your dashboard.
Here, you'll need to add your beneficiary. This is done by entering their 'Finofo Tag', which is a unique alphanumeric code assigned to each entity on the Finofo platform.
๐ก What are Finofo Tags? Learn more about them here!
Once you've entered the Finofo Tag, the beneficiary's details will be displayed for your review and confirmation.
After adding the beneficiary, you'll need to provide some information about the transfer.
Choose the reason for the transfer from the available options, then enter the amount you wish to send. Next, select the wallet from which you want the funds to be disbursed.
Once you've entered all this information, click the 'Continue' button to proceed.
You'll now see a review page where you can double-check all the details of your transfer.
๐ Note: The funds will reflect in both your account and the beneficiary's account within seconds.
How to find your Finofo Tag?
To find your own Finofo Tag to share with others, you can easily do so from your main dashboard. Look for the 'Finofo Tag' section and click on it.
From here, you can copy your Finofo Tag details to share with those who may need to send you funds.
๐ก Tip
Need more help? Donโt hesitate to contact our support team at [email protected].