For AI agents: visit https://docs.finmo.net/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI. Append .md to any documentation page URL to get its markdown version.

Jump to Content

Guides API Reference

Client Portal

Guides

Client PortalGuides API Reference

Get Started

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

Powered by

Add a US Bank Account

Connect Your US Bank Account

Updated 10 months ago

Add an Australian Bank Account

Add a Bank manually

Did this page help you?

- Connect Your US Bank Account