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Finance

Payment Connections

Manage Stripe, Plaid bank feeds, Gmail sending, Twilio SMS and automation webhooks from one administrator-friendly integrations hub.

At a glance

The numbers on your screen, explained

What each Payment Connections number means and where it comes from — so you know where to act.

Connected2
ready to use

The number of integrations that are configured and passing their current health check.

Needs attention1
review setup

Connections that require verification, reconnection, plan access or updated settings before use.

Available to connect3
providers

Supported integrations that can be connected by an owner or administrator.

Sample numbers from a demo workspace.

Payments

Connect Stripe for payments and payouts

The Stripe card shows whether charges, payouts and verification are ready, then sends owners into onboarding, account update or the Payments Center.

  • Start or refresh Stripe Connect onboarding
  • Open the Stripe dashboard when connected
  • Jump directly to the Payments Center

Banking

Connect Plaid bank feeds for Cash & Bank

Bank feed connections show institution status, synced accounts, last sync timing and reconnect or disconnect actions when permitted.

  • Connect or reconnect a bank through Plaid Link
  • Sync bank feeds on demand
  • Keep imported transactions if a bank is disconnected

Messages

Send from Gmail and SMS providers you control

Gmail sending and Twilio SMS settings live beside payment connections, with OAuth, shared sender controls, test messages and masked SMS credentials.

  • Connect Gmail to send invoices, quotes and replies
  • Choose private, workspace or selected-user sender visibility
  • Verify and test Twilio SMS settings

Everything included

Everything in Payment Connections

Use it when adding a provider, reviewing a connection, or changing payment configuration.

One integrations hub

Review payments, bank feeds, email, SMS and automation webhooks from Settings.

Stripe status

Track charges, payouts, verification requirements and account update actions.

Plaid bank feeds

Connect bank accounts for read-only balances and transactions in Cash & Bank.

Gmail sending

Send invoices, quotes and replies from connected Gmail accounts without inbox read access.

Twilio SMS

Store SMS credentials server-side and send test messages before automation uses them.

Webhooks built in

Use signed incoming webhook triggers and outbound webhook actions in Automations.

Masked secrets

Keys and tokens stay encrypted on the server and are not shown in the browser.

How it works

Payment Connections, step by step

  1. 01

    Choose the provider

    Open Settings → Integrations and filter by payments, banking, email and SMS or automation.

  2. 02

    Complete provider setup

    Use the guided connect, OAuth, Plaid Link or Twilio verification flow for the selected provider.

  3. 03

    Check health and access

    Review connected, needs-attention and not-connected states before using the integration in workflows.

  4. 04

    Use it in daily work

    Payments, bank activity, invoice emails, SMS reminders and automation steps use the configured connections.

FAQ

Payment Connections questions

Can’t find what you need? Our team is happy to help.

Stripe payments, Plaid bank feeds, Gmail sending, Twilio SMS and built-in automation webhooks are surfaced in the hub.

No. The Gmail panel states that Fratelli requests permission to send from the connected address, not read the inbox.

Management actions are shown only when the current user has the required owner or administrator access for that integration.

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