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Import data from anywhere

Finbooks integrates 600+ sources across brokers, trading accounts, banks, wallets and crypto exchanges. Secure, read-only connections.

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Looking for other connections?

Custom connections

Download the CSV file, convert it to the custom format using the guides, and upload the transactions.

Custom integration option with financial platform icons including cryptocurrency, fintech and investment apps with a Custom label

Manual transactions

Easily add manual incoming, outgoing or trade transactions so you don't miss anything.

Manual integration icon showing circular sync arrows with upload and download arrow indicators and a Manual plus button label