Connect Wise to Finaloop
Thomas Bron avatar
Written by Thomas Bron
Updated over a week ago

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:

  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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