Connect the company's data to Finny on WhatsApp
Finny on WhatsApp can read the company's data, with the owner's approval.
Before you start
- You are the company owner, or a user given access to manage features and integrations.
- Your WhatsApp is linked, see the tutorial Connect WhatsApp to Finny.
Steps
Step 1: Send Sambungkan Finday
In your linked private WhatsApp chat with Finny, send Sambungkan Finday. Finny replies with a secure approval link.
Screenshot coming soon
The API access page with the instruction to send Sambungkan Finday.
Step 2: Approve the access
Open the link and sign in if asked. In Review Finday permissions, check the company and the permissions, then click Approve access.
Screenshot coming soon
The Review Finday permissions page with the Approve access button.
Step 3: Check the connection status
In Settings › API access, the Finny / Finday MCP card shows Active.
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The Finny / Finday MCP card with the Active status.
When you are done
- The connection is read-only, owner-authorized and limited to that company.
- Its status shows in Settings › API access on the Finny / Finday MCP card. API access is owner-only.
Common problems
The status reads Reauthorization required
The approved session expired or was revoked, for example because the owner signed out or changed their password. Send Sambungkan Finday again and approve again.
The consent page refuses your account
That account can't connect Finny for the active company. Ask the company owner to do it.
The approval link has expired
Send Sambungkan Finday again to get a new link.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.