This last week, we release the SharePoint integration, meaning you can now connect Financial Cents directly to your SharePoint!
image
Once linked, files and folders in your
Client Files
sync automatically in both directions, so changes made in FC appear in SharePoint and changes made in SharePoint appear in FC. When you choose a folder, your SharePoint
Sites
are listed right alongside your drives, so you can drill into a site and pick exactly where a client's files live. Learn how it works here!
One thing to know before you start: someone with admin access to your SharePoint instance will need to grant consent on behalf of your organization.