Setup and Onboarding

Connecting Finance and Operations to Minteo is a one-time, guided process. The steps are ordered so each stage builds on the previous one, and every stage can be verified before moving on:

• Establishing trust. Your organization and Minteo exchange credentials so the two environments can identify each other securely. Sign-in for your users can be connected to your existing corporate identity, so no separate passwords are needed.
• Enabling data exchange. The integration defines which information flows in each direction — outgoing payments toward the bank, and incoming statements and payment confirmations back into Finance and Operations. Each flow is configured once and then runs on its own.
• Embedding the workspace. Minteo's monitoring and validation views are placed inside the Finance and Operations screens your finance team already uses, and can be published to the right roles and companies across your organization.
• Verifying the setup. Built-in configuration checks confirm each part of the connection before go-live, so issues surface during onboarding rather than in production.

Most customers complete onboarding in a single session with their administrator.

Register here to access the complete integration instructions.