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Help

How Finrely's integrations, AI Insights, and plans work — what gets connected, what gets read, and what never leaves your books.

Zoho Books in Finrely

Connecting, syncing, and troubleshooting the Zoho Books integration.

Connect Stripe

Connecting Stripe, exactly what Finrely reads (read-only, 24 months), and how to disconnect and delete.

What Finrely reads — and what it never writes

Exactly what each connected accounting source sends to Finrely, and what Finrely never writes back.

AI Insights

What is sent to the model, when, how to turn it on, and why insights wait for closed periods.

Plans and limits

Companies, users, history depth, and AI Insight generations by plan.