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

Client Portal

Home
- Analytics Dashboard
- Cashflow
  - Forecast
My Organization
- Wallets
Receivables
Payables
Customers
Wallet Fund Transfers
- Auto Sweep
Foreign Exchange
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

Add a US Bank Account

Connect Your US Bank Account via Plaid

Updated 8 days ago

Add an Australian Bank

Transaction Ledger

Table of Contents
- Connect Your US Bank Account via Plaid