On this page, you can maintain the connections to Finstack.

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Table of contents

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Set up a new source

Connect to your accounting software

1. Use the “Add source” button in the top-right corner to initiate the connection wizard.

1. On your first visit, you’ll be prompted to accept the terms and conditions. Review and understand the access you’re providing to Finstack.

2. Select the accounting software you want to connect from the list (e.g., Exact, QuickBooks, Xero).

   

3. You will be redirected to your accounting software’s login page to enter credentials and authorize Finstack.

4. Once authorization is complete, the connection will be set up.

   Transactions will automatically load in the background. Depending on the number of transactions, this process may take some time.

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New ERP Source: Microsoft Dynamics 365 Business Central

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<aside> 🚨 Warning: Ensure you are logged into the correct account in your accounting software. This is especially important if you manage multiple accounts, as importing incorrect data can lead to errors. We recommend logging out of your accounting software before connecting Finstack.

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Upload a static file

1. Use the “+ Add source” button in the top-right corner of the Sources page.
2. Select "Excel file" or "CSV file" from the available options.

For Excel uploads: