Integrations and Banking Setup
Connect payment, banking, time, and storage services with transparent maturity labels.
What You Can Do
- Configure Wise, Clockify, Toggl, Stripe, Mollie, and related connectors.
- Use CSV-based flows for supported providers such as PayPal and Revolut.
- Set up Google Drive/Dropbox token-based storage and bank file imports.
Workflow Notes
- Some integrations are manual, CSV-import, or export-only by design.
- Credential lifecycle management is required for token-based connectors.
Related Features
Reconciliation
Match imported transactions, split mixed payments, and resolve exceptions with undo support.
OpenSettlements
Review payout bundles from payment providers including gross, fees, net, and match context.
OpenSettings Overview
Configure workspace defaults across profile, company, tax, automation, banking, integrations, and security.
Open