Lumio

Why do I need to connect my accounts to Lumio?

How to securely connect your accounts to Lumio

How to Connect Accounts to Lumio

What are Offline Accounts?

How Do I Remove a Connection from Lumio?

Which accounts can I connect to Lumio?

Here's how to refresh your bank account and data feed in Lumio

Bank Account Transaction Data is not Refreshing or Syncing in Lumio

Lumio will regularly sync your bank accounts throughout the day, but you can sync your accounts on-demand if you want.

What is On-demand Syncing with Lumio?

Delete a Bank Account from Lumio

Here's how to add an Offline Account to Lumio

Adding an Offline Account to Lumio

Tom Richardson

Connecting Accounts to Lumio

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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