All Collections
Using Finofo
Learn how to set up your account and get the best out of Finofo
Beneficiaries
Adding beneficiaries and the approval process
How to import my beneficiaries/vendors into Finofo using a CSV file?Import beneficiaries via CSV: Upload, preview, select, and edit data easily from the Imports section.
How to manually add beneficiaries?Manually add beneficiaries to Finofo: Click Add, choose type, fill details, and manage payments.
Bills
Bills, workflows and more
How to import my unpaid bills into Finofo using a CSV file?Import bills: CSV upload, review, match beneficiaries in Imports section.
Managing Bills in Finofo: A Quick GuideAdd, view statuses, and pay directly from Bills section
How to manually add bills?Add bills manually or via PDF upload: Select beneficiary, enter details or let Finofo capture info automatically.
How to pay unpaid bills in bulk using Finofo?Pay multiple bills globally: Select beneficiaries, choose bills, pick currency account, and send payments instantly.
Payments
Essentials of managing your payments
What are Finofo tags?All about Finofo tags, real-time transfers and customer payments.
How to send a Real-time Transfer using Finofo Tags?Send funds using Finofo Tags: Add beneficiary, enter amount, select wallet, and transfer in real-time
Send money to your suppliers without creating payment templatesEnter beneficiary, select account, convert currency if needed, and pay your global suppliers instantly.
Wallets
Establishing accounts, accepting payments, and beyond
What currencies can I send payments in?Understand everything about sending payments in different currencies.
Which countries are supported for sending payments via local payment rails with Finofo?Learn the full list of countries to send payments through local network
Which currencies support holding funds and receiving payments with unique banking details through Finofo?Treasury management: Holding and receiving funds
How to receive funds using Finofo accounts?Collect customer funds, partner money and more - everything under accounts receivables
Open a local bank account across the globeHow to create/open new local bank accounts in different countries
How to convert funds?Convert currencies 24/7 in real-time: Choose accounts, select amounts, and transfer instantly.
Fund Management
Everything on handling your funds
How to transfer funds from my Finofo account back to my bank account?Move funds from Finofo to your bank accounts
How Can I Add Bank Account Details for Withdrawals in Finofo?Adding bank account details to Finofo for withdrawals
How to fund your Finofo USD Accounts through Direct Debit?USD: Direct Debit deposits to add funds to your Finofo account
How to fund your Finofo CAD Accounts through Direct Debit?PAD/Direct Debit deposits to add funds to your Finofo CAD account
As a Canadian business, what methods are available to fund my Finofo CAD account?Adding funds to your Finofo CAD account
How can US Businesses add funds to their Finofo USD accounts?Adding funds to your Finofo USD account
CSV Import Guides
Step-by-Step Guides: Downloading data from your Accounting Software
QuickBooks Online Pulling bills and beneficiary data from QBO2 articles
Xero Accounting SoftwareExtracting bills and supplier info from Xero2 articles
Sage Accounting (fka Business Cloud)Importing invoices/bills and supplier data from Sage2 articles
Microsoft Dynamics 365Retrieving vendor and unpaid bills from D3652 articles
Converting XLS & XLSX to a CSV fileHow to convert these files using Google Sheets & Excel2 articles
Corporate Cards
Everything you need to know about Finofo cards!
How to issue Corporate Cards from your Finofo account?Learn how to create unlimited virtual cards instantly, with customizable limits, for your team on Finofo
How are Finofo card transactions funded?Funding Finofo card transactions using multiple currencies.
How to set transaction limits on your Finofo card?Customize your Finofo card's spending power with flexible per-transaction and time-based limits.
How to check card transactions?Easily view and filter detailed card transactions across your Finofo account or per individual card.
How does Finofo Cards cashback work?Earn unlimited cashback on all Finofo card transactions, automatically credited
How to freeze/unfreeze or cancel your Finofo card?Learn to freeze, unfreeze, or cancel your Finofo cards instantly for security and control.
How can I submit a transaction dispute for my Finofo card?Report and resolve Finofo card issues with our dispute form for quick, secure assistance
ERP Integrations & Bank Feeds
Connect Finofo with your accounting/ERP software and streamline your global finops.
How to import beneficiaries and unpaid bills from my ERP?Connect Finofo to popular ERPs for automated beneficiary import and bill management
What are Bank Feeds for Finofo's transactions?Finofo's Bank Feeds: Automatically sync your transactions with your ERP for faster, easier reconciliation.
Setting Up Bank Feeds with Finofo for NetSuiteStep-by-step guide for integrating Finofo's Bank Feeds with NetSuite for automated data exports for reconciliation.
How to connect Finofo with my ERP?Establishing integrations for Finofo with ERP or accounting software systems.