Agicap

<span style="color: rgb(66, 66, 66); font-family: Inter, sans-serif; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px;  white-space: pre-wrap; background-color: rgb(255, 255, 255);  text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">Documentation restricted to Agicap clients and partners.</span>

<span style="color: rgb(66, 66, 66); font-family: Inter, sans-serif; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px;  white-space: pre-wrap; background-color: rgb(255, 255, 255);  text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">If you have access to a few articles only, you may need to log-in to your Agicap account first.</span>

<span style="color: rgb(66, 66, 66); font-family: Inter, sans-serif; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px;  white-space: pre-wrap; background-color: rgb(255, 255, 255);  text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">If the issue remains, please reach out to us.</span>

Sybille Denis

Initial settings to create an Agicap account

Core settings

Learn how to connect your banks for aggregation and payment

Banking connectivity

Manon Champion

Learn how to connect your ERP for data transfers

ERP Connectivity

Adele Moisand

Learn how to set-up the short-term Cash management module

Cash management (weekly horizon, daily step)

PMM Team

News

Alex Malench

Security

ERP API Database

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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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