Finstack partners

Finstack users have access to a network of experienced financial professionals that can take care of any challenges arising from their administration. Please reach out to support@finstack.io to get an introduction to one of our partners, such as Greyt.

Frequently asked questions

Why is my data outdated?

Finstack tries to retrieve fresh data from your accountancy software every 3 hours. The status of the connection is shown in Sources, where you will also find the time of the latest import. Things that can go wrong:

The last import job was too long ago. Try to run the import again by pressing Start import.
The connection is unavailable. Try to press Reconnect or alternatively set up a new connection by following the steps after pressing Add source. Make sure that the account that you are connecting with has the right access permissions to the accountancy tool.

If issues persist, please reach out to support@finstack.io for us to help diagnose the issues.

Why are some entities missing?

Finstack will attempt to retrieve all entities that it has access to. When Entities are missing, it is most likely the permissions are not set correctly on the side of the accountancy tool. Please check the Security Centre for Exact Online for example: it will list the entities that the connection of Finstack has access to.

If issues persist, please reach out to support@finstack.io for us to help diagnose the issues.

I need help with my Excel / CSV upload

If connecting to an accounting source (ERP) directly is not an option at this time, financial numbers can be uploaded either through an Excel upload (trial balances) or CSV upload (transactions). Note that these uploads are required to be in a specific format for the system to understand, so please make use of the templates when available.

Please reach out to support@finstack.io for us to help diagnose the issues and identify next steps.

How can I add new entities to my Exact online connection?

This can be done in Exact Online, by providing access to the new entities. In Exact Online top right, go to your name and "My Exact Online". Next, go to "Security Centre" and find Exact in "My app's permissions". Scroll down and select "Manage companies" in "Permitted companies". Make sure all entities that you want to share with Finstack are on the right and press "Save".