Connect Wise to Finaloop

Written by Ryan Perlman
April 25, 2023

Our system has detected that you are using Wise as a bank account.

To ensure your books properly reflect all Wise-related activities, please provide Finaloop with a role for Wise and connect Wise as a bank account in Finaloop.

Instructions for providing a role:

1. Log in to your Wise account.
2. Go to Manage.
3. Under Business tools, select Team.
4. Select Add team members.
5. Enter this email address: accountant@finaloop.com
6. Choose a viewer role.

Follow these instructions to connect Wise to Finaloop (if not already connected):

1. Go to settings in Finaloop.
2. Go to the banks and banks & credit cards tab.
3. Click add accounts, and add Wise (US) as a bank.

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