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Guides API Reference

Client Portal

Guides

Client PortalGuides API Reference

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Introduction
Account Setup
- Multi-Organization Hierarchy
- Business Account Activation

Client Portal

Home
- Analytics Dashboard
  - Alerts
- Cashflow
  - Forecast
My Organization
- Wallets
Receivables
Payables
Customers
Wallet Fund Transfers
- Auto Sweep
Foreign Exchange
- Unfunded Spot (beta)
Invest
- Onboarding
- Dashboard
Balances
Transaction Ledger
Billing
Reporting
Settings

Troubleshoot & FAQ

Account
Payin
Payout
Virtual Accounts
- Virtual Account for Customer
- Virtual Account Pricing
SWIFT Payments
- Transaction processing timeline
- Trace SWIFT transactions
Customer
Transaction Fees & Charges
- Fees in Finmo
- Fee Types in Finmo
Wallets
- Wallet Fund Transfer

Support

Finmo Support Hub

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Add a Bank manually

Steps to add your bank transactions manually

Updated 6 months ago

Add a US Bank Account

Transaction Ledger