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How does the Slack integration work?

Our Slack integration allows you to stay on top of your business finances and get instant updates directly in the messaging app, that you and your team use everyday. It works by setting up notification rules, that you can create and edit as you please. So, you can get notified about specific types of transactions on some or all accounts in the Slack channel of your choice.

Set up the Slack integration

If you're on the new app interface:

  1. Go to 'Settings'. Web: click the cog in the top-right corner. Mobile: tap your profile icon in the top-left corner
  2. Go to 'Integrations' hub
  3. In the 'Automations' category, find and select Slack integration
  4. Click 'Connect' and follow steps on-screen

If you're not on the new app interface:

  1. Go to 'Hub'
  2. Open 'Integrations' tab
  3. Find and select Slack integration
  4. Click 'Get' and follow steps on-screen

To check if you're on the new app interface, see this FAQ.