Copilot Money

Learn more about the FinanceKit integration for Apple Card, Apple Cash, and Savings

Apple Card, Apple Cash, and Savings

Information on connecting with our direct Capital One integration

Capital One

Information on connecting your Coinbase accounts

Coinbase

Details about Fidelity accounts connected via Akoya

Fidelity

Continue receiving updates when your Discover account migrates to Capital One

Discover to Capital One Migration

Unique Integrations

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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