Partner integrations
Connections between FinologeeBKO and third-party financial providers whose accounts appear next to your bank accounts
Introduction
Not every provider that holds a client's funds is a bank that sends statements. FinologeeBKO connects to selected financial providers through their APIs, retrieves balances and positions on a schedule, and converts them into statements. The provider's accounts then appear in Cash accounts and Securities accounts like any other account, and users move funds to them with the usual payment tools.
Finologee Customer Support sets up each partner connection for a tenant.
Available integrations
| Partner | What FinologeeBKO shows | Page |
|---|---|---|
| TreasurySpring | A cash account with its balance, and a securities account with all positions held at TreasurySpring | TreasurySpring |
Related documentation
- Cash accounts - Account balances and bank statements - Where partner cash accounts appear
- Securities accounts - Investment portfolio monitoring - Where partner positions appear
- Cash concentration - Automated cash pooling and sweeping - Moving funds to a partner account with a rule
Support
To connect a partner to your tenant, contact [email protected].
Updated 11 days ago
Did this page help you?