Finbooks

Connect Coinbase Pro to Finbooks via CSV file

Connect Crypto.com app to Finbooks via CSV file

Connect Nexo to Finbooks via CSV file

Connect Bittrex to Finbooks via CSV file

Connect Revolut to Finbooks via CSV file

Connect Swissborg to Finbooks via Excel file

Connect Wirex to Finbooks via CSV file

Connect Pionex to Finbooks via CSV file

Connect Uphold to Finbooks via CSV file

Connect YouHodler to Finbooks via CSV file

Connect Criptan to Finbooks via CSV file

Connect eToro crypto to Finbooks via Excel file

Connect CryptoSmart to Finbooks via CSV file

Connect Coinmetro to Finbooks via CSV file

Connect Nexo Pro to Finbooks via CSV file

Crypto connections via exchange native csv and xlsx file

Crypto CSV & Excel

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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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.

Prototype getting-started answer

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

Prototype integrations answer

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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