How to integrate Abacus (Finmatics)

Created by Ivana B, Modified on Fri, 19 Aug 2022 at 01:16 PM by Igor Galic

TABLE OF CONTENTS



Description


Finmatics automates accounting processes using artificial intelligence instead of fixed rules. Accounting departments of all sizes use Finmatics software for automated invoice processing, general ledger account prediction and purchase order (PO) matching. Thanks to plug-and-play connectors to various ERP- and accounting systems, you can start working with Finmatics within minutes and without any implementation costs.



Entities


Source
Target
Send Clients
Add Clients
Send Companies
Add General Ledger Account
Send General Ledger Accounts


The task can be triggered by the following events:

 

• on successful completion of a different task

• API call



Steps



Step 1.


Either while Creating a Task or in the Integrations menu.


Enter the name of the integration in the search bar.



Step 2.


Enter the Name of the Integration.

You can optionally also enter a description.


Step 3.


You will be prompted for the Username and Password.


Step 4.


Simply type in your Log in Credentials and click Finish!




Abascus (Finmatics) is just one of the tools we support!


To check the list of the tools and features we support please click here!


If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :) 


We develop integrations based on the requests and up-votes :) 


We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!


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