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How to integrate your email with Financial Cents
How to integrate your email with Financial Cents
Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over a week ago
  1. Go to Settings > Integrations

  2. Select "+ Integration"

  3. Log into Gmail or Outlook

You can integrate multiple emails with Financial Cents to aggregate all your emails into one view. The benefits of doing this include:

  • A focused folder that just shows client emails to declutter your inbox

  • Ability to manage ad hoc email requests by easily turning an email into a project

  • Ability to share and organize important emails by pinning them to projects

  • Ability to communicate with clients by sending emails from within Financial Cents

  • An audit trail of all communication between your staff and clients.

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