
When this happens...
New Invoice Created
New Expense Created

Automatically do this!
Create or Update Scheduled Payment
Add a Source to a Payer
Create or Update Payer
Add a Subscription
Find a Subscription
Create Realtime Payment
Find an Event
Find Payer
When this happensTriggers
A trigger is an event that starts a workflow.
runs when new invoice is created
runs when New Expense Created
Triggered when a new payer created in Pinch Payments.
Triggered when a new subscription is created in Pinch Payments.
Triggered when a new payment is created in Pinch Payments.
Triggered when a payer is updated in Pinch Payments.
Action is the task that follows automatically within your Finmei integrations.
Create invoice with items
View all account invoices
Update an existing invoice
Delete an invoice from Finmei
Add expense via invoice file
Get business profile info

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To start, connect both your Finmei and Pinch Payments accounts to viaSocket. Once connected, you can set up a workflow where an event in Finmei triggers actions in Pinch Payments (or vice versa).
Absolutely. You can customize how Finmei data is recorded in Pinch Payments. This includes choosing which data fields go into which fields of Pinch Payments, setting up custom formats, and filtering out unwanted information.
The data sync between Finmei and Pinch Payments typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Finmei and Pinch Payments. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MorePinch Payments is a PCI Compliant Australian payments platform designed to simplify and automate the process of rent payments and property management. It offers seamless payment processing for standard and recurring invoices, standalone transactions, and subscriptions. With Pinch, tenants and landlords can easily manage and track payments, using automated bank account, direct debit, and credit card options for a smooth experience.
Learn More