credentials.flowfi.com
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https://credentials.flowfi.com/
Submission: On October 03 via automatic, source certstream-suspicious — Scanned from CA
Submission: On October 03 via automatic, source certstream-suspicious — Scanned from CA
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Explore FlowFi Getting set up CREDENTIAL INSTRUCTIONS To grant access to your platforms, please follow the steps for each tool below. Use the provided alias email when prompted, replacing customername@flowfi.com with the specific email we’ve shared with you. ACCOUNTING NETSUITE Click Lists > Employees > New Fill out form, giving FlowFi access Add role and save Read full instructions QBO DESKTOP Sign-in as company admin Go to company > Export file Send to your FlowFi email Read full instructions QUICKBOOKS Select manage users Click accounting firms Invite FlowFi Read full instructions XERO Click General Settings > Users Invite FlowFi (advisor permissions) Press save Read full instructions BANKING AND CREDIT CARDS AMEX Click credit card > account services Select manage other users Add account managers Read full instructions BANK OF AMERICA Login to business account Click on information and services Account management > manage users Read full instructions BREX Go to dashboard > team > user Invite user as a bookkeeper Click send Read full instructions CAPITAL ONE Login and click services Select manage authorized users Add new user Read full instructions CHASE Login and click credit card Account management > add users Fill out information Read full instructions CITI Login and click on credit card Account management > add users Fill out information Read full instructions FIRST HORIZON BANK Login and navigate to settings User Management > Add new user Enter information then give us access Read full instructions FIRST REPUBLIC BANK Login and navigate to setup Click manage users > add user Add FlowFi with correct permissions Read full instructions MERCURY Log in and click settings Select team > add user Add FlowFi (Bookkeeper permissions) Read full instructions PARKER Login and click settings Click team > add user/team member Add FlowFi (Bookkeeper permissions) Read full instructions RAMP Login and click company Click accounting firms > invite Invite FlowFi (Bookkeeper permissions) Read full instructions RHO Login and click user management Click add (+) new user Add FlowFi (Bookkeeper permissions) Read full instructions SILICON VALLEY BANK Login and select administration Click manage users > add user Add FlowFi with viewing access Read full instructions TD BANK Login and go to users & access Click add user Add FlowFi and send Read full instructions U.S. BANK Login and click customer service Enter shared access info and add user Create a ubsbank.com username Read full instructions WELLS FARGO Sign in and click accounts services Click credit card service center Account management > add user Read full instructions REVENUE AFTERPAY Select team members > invite Add FlowFi as a new user Select next > confirm Read full instructions PAYPAL Login and go to account settings Select manage users > add users Invite FlowFi Read full instructions SELLER CENTRAL Click settings > Permissions Enter contact information Click send invitation Read full instructions SHOPIFY Send us your store URL Send us 5 digit collaborator code Account admin accept invitation Read full instructions STRIPE Login to dashboard > click team Select add new member (+) Add FlowFi Read full instructions BILL PAY BILL.COM Sign in and click settings Go to permissions > users > new Invite FlowFi Read full instructions SETTLE Login and click settings Click team > invite team member Add FlowFi as a viewer Read full instructions TAX AVALARA Go to settings > ysers Click add user and enter info Moderate access and invite Read full instructions TAXJAR Click account > users & roles Click invite new user Invite FlowFi and click add member Read full instructions PAYROLL ADP Click Company > User Security Click Add User Invite FlowFi Read full instructions GUSTO Sign in and select settings Click permissions > add new admin Add FlowFi as accountant & bookeeper Read full instructions RIPPLING Navigate to settings Select permissions > add bookkeeper Add FlowFi Read full instructions TRINET Go to settings > company settings Click manage users > +add user Add FlowFi Read full instructions Explore FlowFi