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Integrations

Financeiro Inteligente offers integrations with external platforms to automate the flow of financial and operational data.

Integrations screen

Available Integrations

  • Banking Gateway — Automatic payment dispatch and bank statement synchronization
  • Fintera — Import financial data from another management platform
  • WhatsApp — Display customer and supplier profile photos

Configuration

Go to Settings > Integrations (/settings/integrations) to manage all integrations. Each integration has its own configuration page with specific connection instructions.

Integration Status

The integrations listing displays the current status of each integration:

StatusDescription
ConnectedValid credentials and active integration
ErrorInvalid credentials or connection failure
Not configuredIntegration has not been connected yet