Floorzap

What financial institutions does Floorzap support linking?

How do I link my financial institution with Floorzap?

Is it secure to link my financial institution with Floorzap?

Why should I link my financial institution?

How much transaction history is imported when I link an account?

Can I create a rule to automatically tag all transactions from a specific account?

Can I link a new card or account that I opened or updated at a financial institution I’ve already linked?

How quickly are new transactions imported?

How do I create a Manually Tracked Account?

Merging a Manually Tracked Account with a linked account

What is a Manually Tracked Account?

Can I remove an account that I no longer want to track?

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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