Before you start
- A Balnzed account with Fintra
- An owner or admin of your Balnzed organization
- A Google Workspace account that can add apps to spaces
Set up Google Chat
Everything starts in Fintra. Sign in, then follow these steps.
Set up once for your team
Owner or admin- 1
Turn on Google Chat for your organization
In Fintra, open Connectors, choose Google Chat and turn it on.
FintraConnectorsGoogle Chat - 2
Connect your Google workspace
Choose Connect Google Chat and sign in with Google. You’ll see the permissions Google asks for first.
- 3
Add Fintra to a space
In Google Chat, open the space, choose Apps & integrations, then add Fintra. Back in Fintra, choose that space for notifications.
Google ChatspaceApps & integrations - 4
Send a test message
Fintra sends a test message to the space. Once it arrives, you’re done.
Start using it
Everyone in the space- 5
Mention Fintra and ask
Ask in the space or message Fintra directly. Changes to your books always come back as drafts.
@Fintra summarise last month
What you can do
- Answers in your space
- Ask about sales, expenses and receivables, and get the numbers straight from Balnzed.“@Fintra summarise last month”
- Approve in the conversation
- Approve or reject drafts in the space, if approvals from chat are turned on.
- Updates for the right people
- Choose which spaces get Fintra’s notifications.
Good to know
- Fintra only joins the spaces you add it to.
- Owners and admins can turn off answers or approvals from chat at any time.
- Disconnecting stops new messages. Past delivery history is kept.
Manage or disconnect it any time in FintraConnectorsGoogle Chat
Stuck on a step?
Our team will walk you through it.