RF
Relaio Finance
Integrations

Connect the tools around your finances and operations.

Email, payments, accounting, messaging, productivity tools, AI clients and automation platforms — organised around one connected finance workspace.

Connection directory

What connects to Relaio Finance

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.

Live

Gmail

Capture supported receipts and invoices from Gmail and use email context in finance workflows.

Capture→
Live

Outlook

Capture finance documents from Outlook and use Microsoft email context in supported workflows.

Capture→
Live

Slack

Use finance workflows, document intake and supported assistant actions from Slack.

Messaging→
T
Live

Telegram

Use conversational finance workflows and document sharing from Telegram.

Messaging→
Live

WhatsApp

Use conversational finance workflows, invoice sharing and supported assistant actions from WhatsApp.

Messaging→
I
Live

iMessage

Use supported conversational finance workflows from iMessage.

Messaging→
MT
Live

Microsoft Teams

Use Microsoft Teams chats, channels and files as connected business context.

Messaging→
Live

Stripe Payments

Accept supported invoice payments and bring Stripe payment activity into finance context.

Payments→
E
Live

E-Invoice

Support structured electronic invoicing workflows where the configured provider and jurisdiction allow it.

Compliance→
BS
Live

Bank Statement Import

Upload supported bank statements and keep manual banking workflows connected to the transaction ledger.

Banking→
Live

QuickBooks

Use QuickBooks accounting data and supported export or sync workflows from Relaio Finance.

Accounting→
Live

Xero

Use Xero accounting data and supported export or sync workflows from Relaio Finance.

Accounting→
Live

Fortnox

Use supported Fortnox accounting export and finance handoff workflows.

Accounting→
RF
Live

Relaio Finance Desktop

Access the same finance workspace from the desktop experience.

Developer→
A
Live

API

Use approved programmatic access to supported finance resources.

Developer→
C
Live

CLI

Use structured finance operations from agent and developer workflows.

Developer→
M
Live

MCP

Connect compatible AI clients to approved Relaio Finance tools through MCP.

Developer→
S
Live

SDKs

Use typed developer tooling for supported finance resources and workflows.

Developer→
C
Live

Cursor

Connect Cursor to approved finance tools and workspace context.

AI & Automation→
C
Live

Claude

Use Claude with approved Relaio Finance tools and financial context.

AI & Automation→
P
Live

Perplexity

Use connected finance context in supported Perplexity workflows.

AI & Automation→
R
Live

Raycast

Access approved finance tools and shortcuts from Raycast.

AI & Automation→
C
Live

ChatGPT

Connect ChatGPT to approved Relaio Finance tools and workspace context.

AI & Automation→
O
Live

OpenCode

Use approved finance tools from OpenCode developer workflows.

AI & Automation→
G
Live

Gemini

Use Gemini with approved finance context and structured tools.

AI & Automation→
W
Live

Windsurf

Use approved finance tools from Windsurf developer workflows.

AI & Automation→
C
Live

Cline

Use approved finance tools from Cline and VS Code workflows.

AI & Automation→
Z
Live

Zed

Use approved finance context and tools from Zed.

AI & Automation→
Z
Live

Zapier

Use Relaio Finance in supported Zapier automations and connected workflows.

AI & Automation→
MC
Live

Microsoft Copilot

Use approved finance context and tools from Microsoft Copilot workflows.

AI & Automation→
N
Live

n8n

Connect n8n workflows to approved finance actions and context.

AI & Automation→
M
Live

Make

Use approved finance actions in visual Make automation scenarios.

AI & Automation→
M
Live

Manus

Use approved finance tools in agent-led Manus workflows.

AI & Automation→
GC
Live

Google Calendar

Use calendar context for scheduling, reminders and time-aware business workflows.

Productivity→
C
Live

Calendly

Use scheduling and booking context from Calendly.

Productivity→
C
Live

Cal.com

Use scheduling and booking context from Cal.com.

Productivity→
GM
Live

Google Meet

Use supported Google Meet context in connected business workflows.

Productivity→
Z
Live

Zoom

Use meeting and webinar context from Zoom.

Productivity→
GD
Live

Google Docs

Create, retrieve and use document context in supported AI workflows.

Productivity→
GS
Live

Google Sheets

Read, write and analyse spreadsheet context in supported workflows.

Productivity→
N
Live

Notion

Search and use approved Notion workspace context.

Productivity→
A
Live

Airtable

Use approved Airtable records and structured business context.

Productivity→
C
Live

Confluence

Use approved Confluence knowledge and workspace context.

Productivity→
C
Live

Coda

Use Coda documents and tables as approved workflow context.

Productivity→
L
Live

Linear

Use issues and project context from Linear.

Productivity→
J
Live

Jira

Use Jira issues, sprints and project context in supported workflows.

Productivity→
A
Live

Asana

Use tasks and project context from Asana.

Productivity→
C
Live

ClickUp

Use ClickUp tasks, docs and project context.

Productivity→
M
Live

Monday.com

Use Monday.com boards and work-management context.

Productivity→
T
Live

Trello

Use Trello boards, lists and cards in connected workflows.

Productivity→
W
Live

Wrike

Use Wrike projects and task context in supported workflows.

Productivity→
S
Live

Shortcut

Use Shortcut stories and epics as connected project context.

Productivity→
GT
Live

Google Tasks

Use Google Tasks to-do context from supported workflows.

Productivity→
B
Live

Basecamp

Use Basecamp projects and collaboration context.

Productivity→
T
Live

Todoist

Use Todoist tasks and project context.

Productivity→
F
Live

Figma

Use approved Figma design context in connected workflows.

Productivity→
C
Live

Canva

Use approved Canva design context in connected workflows.

Productivity→
M
Live

Miro

Use Miro board context in connected workflows.

Productivity→
W
Live

Webflow

Use Webflow site and CMS context in supported workflows.

Productivity→
Live

Google Drive

Search and use approved files from Google Drive.

Storage→
Live

Dropbox

Access approved files and finance documents from Dropbox.

Storage→
O
Live

OneDrive

Access approved files and business documents from Microsoft OneDrive.

Storage→
H
Live

HubSpot

Use approved HubSpot CRM data and customer context.

AI & Automation→
P
Live

Pipedrive

Use approved Pipedrive deals, contacts and pipeline context.

AI & Automation→
S
Live

Salesforce

Use approved Salesforce CRM data and records.

AI & Automation→
A
Live

Attio

Use approved Attio relationship and CRM context.

AI & Automation→
Z
Live

Zoho

Use approved Zoho CRM context and records.

AI & Automation→
A
Live

Apollo

Use approved Apollo lead and outreach context.

AI & Automation→
C
Live

Close

Use approved Close CRM lead and pipeline context.

AI & Automation→
C
Live

Capsule

Use approved Capsule CRM contacts and sales context.

AI & Automation→
A
Live

Affinity

Use approved Affinity relationship and deal context.

AI & Automation→
L
Live

LinkedIn

Use approved LinkedIn context for supported business workflows.

AI & Automation→
G
Live

GitHub

Use repository, issue and pull-request context in connected workflows.

AI & Automation→
S
Live

Stripe

Query approved Stripe payments, customers and invoice context from AI workflows.

AI & Automation→
F
Live

FreshBooks

Use approved FreshBooks invoice, expense and client context.

AI & Automation→
B
Live

Brex

Use approved Brex card transaction and spend context.

AI & Automation→
QA
Live

QuickBooks AI

Use approved QuickBooks accounting context from AI workflows.

AI & Automation→
ZB
Live

Zoho Books

Use approved Zoho Books finance context.

AI & Automation→
S
Live

Sage

Use approved Sage accounting context.

AI & Automation→
W
Live

Wave

Use approved Wave accounting context.

AI & Automation→
S
Live

Square

Use approved Square payments, customer and order context.

AI & Automation→
B
Live

BambooHR

Use approved employee and HR context from BambooHR.

AI & Automation→
W
Live

Workable

Use approved hiring and recruitment context from Workable.

AI & Automation→
GA
Live

Google Ads

Use approved Google Ads campaign and spend context.

AI & Automation→
MA
Live

Meta Ads

Use approved Meta Ads campaign and performance context.

AI & Automation→
S
Live

Semrush

Use approved SEO and keyword analytics context from Semrush.

AI & Automation→
M
Live

Mailchimp

Use approved Mailchimp campaign, audience and analytics context.

AI & Automation→
GA
Live

Google Analytics

Use approved website traffic and analytics context.

AI & Automation→
I
Live

Intercom

Use approved Intercom customer conversation context.

AI & Automation→
Z
Live

Zendesk

Use approved Zendesk ticket and support context.

AI & Automation→
F
Live

Freshdesk

Use approved Freshdesk support ticket context.

AI & Automation→
S
Live

Shopify

Use approved Shopify order, product and store context.

AI & Automation→
D
Live

DocuSign

Use approved DocuSign document and e-signature context.

AI & Automation→
C
Live

Clockify

Use approved Clockify time-entry and project context.

AI & Automation→
T
Live

Toggl

Use approved Toggl time-tracking and report context.

AI & Automation→
H
Live

Harvest

Use approved Harvest time-tracking and invoicing context.

AI & Automation→
F
Live

Fireflies

Use approved Fireflies meeting transcript and note context.

AI & Automation→
G
Live

Granola

Use approved Granola meeting notes, transcripts and summaries.

AI & Automation→

Connect only what matters

Bring in the sources that create useful business and financial context instead of duplicating data without a workflow purpose.

One workspace context

Connected tools can support invoices, transactions, receipts, reporting, customer work and AI-assisted actions from the same workspace.

Permissions still apply

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.

Keep connected business context close to the next action.

Connect the tools your workflow already uses, then work with that context from Relaio Finance instead of rebuilding it manually.

Open Relaio Finance