Connect Banks, Credit Cards & Loans | Finaloop Help Center
Connect Banks, Credit Cards & Loans
Connect your banks, credit cards, and loans to Finaloop.
Connect banks & credit cards
- Banks and Credit Cards Reconciliation at Finaloop - Learn about Finaloop's bank reconciliation and validation process to ensure your books are fully reconciled to your sources of truth.
- Discover bank - How to upload your CSV & bank statements - This article will help you learn how to export your bank account statement or CSV for your Discover bank accounts.
- Citibank - How to upload your CSV & bank statements - This article will help you learn how to export your bank account statement or CSV for your Citibank accounts.
- Highbeam - How to upload your CSV & bank statements - This article will help you learn how to export your bank account statement or CSV for your Highbeam accounts.
- How to connect Parker to your books
- Synchrony - How to upload your bank statements - This article will help you learn how to export your bank account statement for your Synchrony accounts.
- Mercury Checking - Downloading a CSV File for your Account Easily
- CapitalOne - How to upload your CSV & bank statements - This article will help you learn how to export your bank account statement or CSV for your CapitalOne bank accounts.
- Bank of America - How to upload your CSV & bank statements - This article will help you learn how to export your bank account statement or CSV for your Bank of America accounts.
- Chase - How to upload your CSV & bank statements - This article will help you learn how to export your bank account statement or CSV for your Chase accounts.
- Connect Wise to Finaloop
- Finding the closing date and closing balance of your credit card billing cycle
- American Express - How to upload your CSV & bank statements - This article will help you learn how to export your bank account statement or CSV for your American Express accounts.
- Parker - Uploading your transactions or bank statements (CSV or PDF) to Finaloop - Learn how to export transactions and statements for your Parker accounts.
- Relay Financial - How to upload your transactions or bank statements (CSV or PDF) to Finaloop - Learn how to export transactions and statements for your Relay Financial bank accounts.
- Shopify Credit - How to upload your CSV & bank statements - This article will help you learn how to export your statements or CSV for your Shopify Credit accounts.
- Shopify Balance - How to upload your CSV & bank statements - This article will help you learn how to export your statements or CSV for your Shopify Balance accounts.
- Wise - Uploading your transactions & bank statements (CSV or PDF) to Finaloop - Learn how to export transactions and statements for your Wise accounts.
- Brex - Uploading your transactions or bank statements (CSV or PDF) to Finaloop - Learn how to export transactions and statements for your Brex accounts.
Connect loans
- Payability - What info do I need?
- Shopify Capital - What info do I need?
- How to connect Ampla to your books
- Wayflyer - What info do I need?
- PayPal Working Capital - What info do I need?
- Marcus by Goldman - What info do I need?
- PayPal Business Loans - What info do I need?
- PayPal Credit - What info do I need?
- Stripe Capital - What info do I need?
- How to connect Amazon Lending to your books