Connect the tools around your finances.
Browse the live Relaio Finance connection catalog by workflow.
Cursor
Connect Cursor to approved finance tools and workspace context.
Claude
Use Claude with approved Relaio Finance tools and financial context.
Perplexity
Use connected finance context in supported Perplexity workflows.
Raycast
Access approved finance tools and shortcuts from Raycast.
ChatGPT
Connect ChatGPT to approved Relaio Finance tools and workspace context.
OpenCode
Use approved finance tools from OpenCode developer workflows.
Gemini
Use Gemini with approved finance context and structured tools.
Windsurf
Use approved finance tools from Windsurf developer workflows.
Cline
Use approved finance tools from Cline and VS Code workflows.
Zed
Use approved finance context and tools from Zed.
Zapier
Use Relaio Finance in supported Zapier automations and connected workflows.
Microsoft Copilot
Use approved finance context and tools from Microsoft Copilot workflows.
n8n
Connect n8n workflows to approved finance actions and context.
Make
Use approved finance actions in visual Make automation scenarios.
Manus
Use approved finance tools in agent-led Manus workflows.
HubSpot
Use approved HubSpot CRM data and customer context.
Pipedrive
Use approved Pipedrive deals, contacts and pipeline context.
Salesforce
Use approved Salesforce CRM data and records.
Attio
Use approved Attio relationship and CRM context.
Zoho
Use approved Zoho CRM context and records.
Apollo
Use approved Apollo lead and outreach context.
Close
Use approved Close CRM lead and pipeline context.
Capsule
Use approved Capsule CRM contacts and sales context.
Affinity
Use approved Affinity relationship and deal context.
Use approved LinkedIn context for supported business workflows.
GitHub
Use repository, issue and pull-request context in connected workflows.
Stripe
Query approved Stripe payments, customers and invoice context from AI workflows.
FreshBooks
Use approved FreshBooks invoice, expense and client context.
Brex
Use approved Brex card transaction and spend context.
QuickBooks AI
Use approved QuickBooks accounting context from AI workflows.
Zoho Books
Use approved Zoho Books finance context.
Sage
Use approved Sage accounting context.
Wave
Use approved Wave accounting context.
Square
Use approved Square payments, customer and order context.
BambooHR
Use approved employee and HR context from BambooHR.
Workable
Use approved hiring and recruitment context from Workable.
Google Ads
Use approved Google Ads campaign and spend context.
Meta Ads
Use approved Meta Ads campaign and performance context.
Semrush
Use approved SEO and keyword analytics context from Semrush.
Mailchimp
Use approved Mailchimp campaign, audience and analytics context.
Google Analytics
Use approved website traffic and analytics context.
Intercom
Use approved Intercom customer conversation context.
Zendesk
Use approved Zendesk ticket and support context.
Freshdesk
Use approved Freshdesk support ticket context.
Shopify
Use approved Shopify order, product and store context.
DocuSign
Use approved DocuSign document and e-signature context.
Clockify
Use approved Clockify time-entry and project context.
Toggl
Use approved Toggl time-tracking and report context.
Harvest
Use approved Harvest time-tracking and invoicing context.
Fireflies
Use approved Fireflies meeting transcript and note context.
Granola
Use approved Granola meeting notes, transcripts and summaries.
Need help with a connection?
Use support for workspace-specific provider setup, permissions and access questions.
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