Integrate Finmei with Financial Cents to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Clients in Financial Cents when New Invoice Created in Finmei
Create Contact in Financial Cents when New Invoice Created in Finmei
Create Client in Financial-cents when New Invoice Created in Finmei
Update Contact in Financial Cents when New Invoice Created in Finmei
Find Contacts in Financial Cents when New Invoice Created in Finmei
Start from a real workflow other teams are already running.
Finmei
When this happens...
New Invoice Created
New Expense Created
Financial Cents
Automatically do this!
Find Clients
Create Contact
Create Client
Update Contact
Find Contacts
Find Templates
Create Project Resources
Update Client
Find Clients in Financial Cents when New Invoice Created in Finmei
Use this flowCreate Contact in Financial Cents when New Invoice Created in Finmei
Use this flowCreate Client in Financial-cents when New Invoice Created in Finmei
Use this flowUpdate Contact in Financial Cents when New Invoice Created in Finmei
Use this flowFind Contacts in Financial Cents when New Invoice Created in Finmei
Use this flowFind Templates in Financial Cents when New Invoice Created in Finmei
Use this flowCreate Project Resources in Financial Cents when New Invoice Created in Finmei
Use this flowUpdate Client in Financial Cents when New Invoice Created in Finmei
Use this flowFind Clients in Financial Cents when New Expense Created in Finmei
Use this flowCreate Contact in Financial Cents when New Expense Created in Finmei
Use this flowEverything you can automate between Finmei and Financial Cents.
When this happensTriggers
A trigger is an event that starts a workflow.
runs when new invoice is created
runs when New Expense Created
Triggers when a new contact is created.
When new client is created
Trigge when contact updated
Trigger when client updated
Action is the task that follows automatically within your Finmei integrations.
Create a new invoice
View all account invoices
Update an existing invoice
Remove an invoice
Create expense from invoice
Update an existing expense

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Finmei is a comprehensive platform designed to streamline financial management and enhance decision-making for businesses and individuals. With a focus on providing insightful analytics and efficient tools, Finmei empowers users to manage their finances with ease and precision.
Learn moreFinancial Cents is a project and customer management software for bookkeepers and accountants
Learn moreSign up for a free viaSocket account, then authorize both your Finmei and Financial Cents accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Finmei and Financial Cents as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Financial Cents. No coding required.
Yes. You can set up a workflow where Finmei triggers actions in Financial Cents, and a separate workflow where Financial Cents triggers actions in Finmei. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Finmei and Financial Cents. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Finmei and Financial Cents integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.