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Automate tasks across Fintoc with YNAB

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Fintoc and YNAB talk.
Here are some common ways to automate work between them.

Send a YNAB notification when Fintoc receives a high-priority item.Try now
Create a YNAB follow-up from new qualified activity in Fintoc.Try now
Copy new customer details from Fintoc into YNAB.Try now
Update the matching YNAB item when a Fintoc status changes.Try now
Start a review in YNAB when Fintoc flags an exception.Try now
Summarize new Fintoc activity and save it in YNAB.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Fintoc and YNAB work.

Connect your Fintoc and YNAB. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 45 actions between Fintoc and YNAB.
Can’t find an action you need? Let us know.

Get AccountRun a get account action in Fintoc.List AccountsRun a list accounts action in Fintoc.Create Link IntentCreate link intent in Fintoc.Create Payment LinkCreate payment link in Fintoc.Create TransferCreate transfer in Fintoc.Get LinkRun a get link action in Fintoc.Get Payment IntentRun a get payment intent action in Fintoc.Get TransferRun a get transfer action in Fintoc.List InstitutionsRun a list institutions action in Fintoc.List LinksRun a list links action in Fintoc.List Payment IntentsRun a list payment intents action in Fintoc.List Payment LinksRun a list payment links action in Fintoc.List TransfersRun a list transfers action in Fintoc.Create Webhook EndpointCreate webhook endpoint in Fintoc.Get Webhook EndpointRun a get webhook endpoint action in Fintoc.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Fintoc and YNAB.

MindCloud connects Fintoc and YNAB so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.