Connect only what matters
Bring in the sources that create useful business and financial context instead of duplicating data without a workflow purpose.
Email, payments, accounting, messaging, productivity tools, AI clients and automation platforms — organised around one connected finance workspace.
Connection directory
Filter the supported catalog by workflow. Relaio Finance includes direct product integrations plus a unified connector layer for supported third-party tools; final connection readiness is shown by your workspace and provider configuration.
Capture supported receipts and invoices from Gmail and use email context in finance workflows.
Capture finance documents from Outlook and use Microsoft email context in supported workflows.
Use finance workflows, document intake and supported assistant actions from Slack.
Use conversational finance workflows and document sharing from Telegram.
Use conversational finance workflows, invoice sharing and supported assistant actions from WhatsApp.
Use supported conversational finance workflows from iMessage.
Use Microsoft Teams chats, channels and files as connected business context.
Accept supported invoice payments and bring Stripe payment activity into finance context.
Support structured electronic invoicing workflows where the configured provider and jurisdiction allow it.
Upload supported bank statements and keep manual banking workflows connected to the transaction ledger.
Use QuickBooks accounting data and supported export or sync workflows from Relaio Finance.
Use Xero accounting data and supported export or sync workflows from Relaio Finance.
Use supported Fortnox accounting export and finance handoff workflows.
Access the same finance workspace from the desktop experience.
Use approved programmatic access to supported finance resources.
Use structured finance operations from agent and developer workflows.
Connect compatible AI clients to approved Relaio Finance tools through MCP.
Use typed developer tooling for supported finance resources and workflows.
Connect Cursor to approved finance tools and workspace context.
Use Claude with approved Relaio Finance tools and financial context.
Use connected finance context in supported Perplexity workflows.
Access approved finance tools and shortcuts from Raycast.
Connect ChatGPT to approved Relaio Finance tools and workspace context.
Use approved finance tools from OpenCode developer workflows.
Use Gemini with approved finance context and structured tools.
Use approved finance tools from Windsurf developer workflows.
Use approved finance tools from Cline and VS Code workflows.
Use approved finance context and tools from Zed.
Use Relaio Finance in supported Zapier automations and connected workflows.
Use approved finance context and tools from Microsoft Copilot workflows.
Connect n8n workflows to approved finance actions and context.
Use approved finance actions in visual Make automation scenarios.
Use approved finance tools in agent-led Manus workflows.
Use calendar context for scheduling, reminders and time-aware business workflows.
Use scheduling and booking context from Calendly.
Use scheduling and booking context from Cal.com.
Use supported Google Meet context in connected business workflows.
Use meeting and webinar context from Zoom.
Create, retrieve and use document context in supported AI workflows.
Read, write and analyse spreadsheet context in supported workflows.
Search and use approved Notion workspace context.
Use approved Airtable records and structured business context.
Use approved Confluence knowledge and workspace context.
Use Coda documents and tables as approved workflow context.
Use issues and project context from Linear.
Use Jira issues, sprints and project context in supported workflows.
Use tasks and project context from Asana.
Use ClickUp tasks, docs and project context.
Use Monday.com boards and work-management context.
Use Trello boards, lists and cards in connected workflows.
Use Wrike projects and task context in supported workflows.
Use Shortcut stories and epics as connected project context.
Use Google Tasks to-do context from supported workflows.
Use Basecamp projects and collaboration context.
Use Todoist tasks and project context.
Use approved Figma design context in connected workflows.
Use approved Canva design context in connected workflows.
Use Miro board context in connected workflows.
Use Webflow site and CMS context in supported workflows.
Search and use approved files from Google Drive.
Access approved files and finance documents from Dropbox.
Access approved files and business documents from Microsoft OneDrive.
Use approved HubSpot CRM data and customer context.
Use approved Pipedrive deals, contacts and pipeline context.
Use approved Salesforce CRM data and records.
Use approved Attio relationship and CRM context.
Use approved Zoho CRM context and records.
Use approved Apollo lead and outreach context.
Use approved Close CRM lead and pipeline context.
Use approved Capsule CRM contacts and sales context.
Use approved Affinity relationship and deal context.
Use approved LinkedIn context for supported business workflows.
Use repository, issue and pull-request context in connected workflows.
Query approved Stripe payments, customers and invoice context from AI workflows.
Use approved FreshBooks invoice, expense and client context.
Use approved Brex card transaction and spend context.
Use approved QuickBooks accounting context from AI workflows.
Use approved Zoho Books finance context.
Use approved Sage accounting context.
Use approved Wave accounting context.
Use approved Square payments, customer and order context.
Use approved employee and HR context from BambooHR.
Use approved hiring and recruitment context from Workable.
Use approved Google Ads campaign and spend context.
Use approved Meta Ads campaign and performance context.
Use approved SEO and keyword analytics context from Semrush.
Use approved Mailchimp campaign, audience and analytics context.
Use approved website traffic and analytics context.
Use approved Intercom customer conversation context.
Use approved Zendesk ticket and support context.
Use approved Freshdesk support ticket context.
Use approved Shopify order, product and store context.
Use approved DocuSign document and e-signature context.
Use approved Clockify time-entry and project context.
Use approved Toggl time-tracking and report context.
Use approved Harvest time-tracking and invoicing context.
Use approved Fireflies meeting transcript and note context.
Use approved Granola meeting notes, transcripts and summaries.
Bring in the sources that create useful business and financial context instead of duplicating data without a workflow purpose.
Connected tools can support invoices, transactions, receipts, reporting, customer work and AI-assisted actions from the same workspace.
Integrations and AI clients remain constrained by the provider account, workspace permissions and access granted to the connected user.
Catalog support does not guarantee that every provider is enabled in every workspace. Exact availability and actions depend on platform configuration, provider readiness, authentication, permissions and the access granted by the connected account.
Connect the tools your workflow already uses, then work with that context from Relaio Finance instead of rebuilding it manually.
Open Relaio Finance