Finofo now offers integrations with ERPs and a new bill pulling feature and bank feeds (exporting data back to ERP) to make managing your finances easier. This article will guide you through how to connect Finofo with your ERP or accounting software, setting it up and using it effectively.
How to get started?
To get started, log into your Finofo account and look for the 'Settings' section on the main dashboard. Within Settings, you'll find an 'Accounting' section.
This is where you can connect your ERP system with Finofo to directly import your beneficiaries and unpaid bills.
Finofo works with several popular ERP systems, including Quickbooks, Netsuite, Microsoft Dynamics 365, Xero, Sage Intacct, and Sage Accounting/Business Cloud.
To set up the connection, click the 'Connect' button in the top right corner of the page.
💡 Important Note: You'll see a confirmation page, and then you can choose which platform you want to connect to Finofo.
Once you select the platform, please follow the on-screen instructions to finish the configuration.