Streamline your finances and save time with MoneyThumb-ConvergeHub integration.
Take control of your financial data like never before with MoneyThumb. By integrating MoneyThumb with ConvergeHub, seamlessly integrate with ConvergeHub to generate financial reports from imported financial data, boosting efficiency and driving data-powered decisions.
Say goodbye to manual report generation. With MoneyThumb, creating reports based on bank statements in ConvergeHub is quick and easy. Automate the entire process in just a few clicks, saving hours of tedious work.
With MoneyThumb’s seamless data transfer, you can easily reconcile accounts and generate financial reports inside ConvergeHub. Spot discrepancies, review transaction histories, and produce detailed financial summaries with just a few clicks.
ConvergeHub CRM provides a wide range of third-party integration apps in the App Store, enabling seamless collaboration with essential business tools. To access the App Store, click on Admin Settings under your user profile, then select App Setup, where you’ll find the App Store. Search for the MoneyThumb plugin.
The next thing you need to do is to click on the ‘Settings’ button on the MoneyThumb plugin. This will take you to the MoneyThumb Settings page. Here you have to enter your credentials i.e. username and password, select the Module, and insert data into Mapping Fields.
Open any of your leads in ConvergeHub and navigate to the Library section. Here, you will find the imported bank statements. Select a file, click on Action, and choose the MoneyThumb option. MoneyThumb can process individual files or consolidate multiple statements into one comprehensive report, streamlining your financial management. Once processed, a detailed report is saved in the Library, consolidating all previous statements into one document. View it to streamline your finances and save time.
