Skip to main content
All CollectionsEmail Integration
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 year 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.

Did this answer your question?