Getting Started with Integrations

Learn how to set up your accounting software integration for automated transaction coding

Understanding the Accounting Dashboard

See below for a video overview of the Accounting Dashboard:


In the Accounting Dashboard, you can: 

  • Review sync status of all transactions across Banking, Cards, Accounts Payable, and Reimbursements
  • Filter specific transactions by sync status or missing attributes
  • Review sync errors 
  • Search for specific transactions