This guide will walk you through the process of setting up Bank Feeds to connect your Finofo account with NetSuite.
Access Bank Feeds Settings on Finofo
Log in to your Finofo platform
Go to Settings page on your Finofo account
Click on "Accounting"
Locate the "Bank Feeds" section
Establish Connection with NetSuite
In the Bank Feeds section, select NetSuite as your ERP
Follow the prompts to connect Finofo with your NetSuite account
💡 Important: How to connect Finofo with NetSuite? Read here!
Configure Bank Feeds
Create a General Ledger Account in NetSuite:
Log in to NetSuite
Create a new general ledger account
Note down the account details
Configure on Finofo Platform:
Return to Finofo's Bank Feeds configuration page
You will see your multi-currency Finofo accounts listed
Map each Finofo account to the corresponding NetSuite General Ledger Account.
Ensure you match the correct currencies
Save Configuration:
After mapping all accounts, click "Save"
This enables automatic transaction export to NetSuite
Once set up, Finofo transactions will appear in your NetSuite account -
💡 Important Notes:
Finofo exports data to NetSuite every 60 minutes
NetSuite may take 1-2 days to retrieve and display this information
You can disable the NetSuite bank feed connection from Finofo at any time
📓 If you encounter any issues during setup or use, please contact [email protected] for assistance.