How does Fynex use my Monday.com data?
Connect Monday.com and Fynex reads your boards to tie financial insights to your projects and jobs — so you can see money in the context of the work. It's read-only and sits alongside Monday, not replacing it.
When you connect Monday.com, Fynex reads your boards so it can tie financial insights to your projects and jobs — letting you see money in the context of the work it relates to, rather than as a separate list of transactions. It’s read-only and works alongside Monday, not as a replacement for it.
What it’s for
- Context for insights — connect the money Fynex sees (payments, invoices, bills) to the projects and items on your Monday boards.
- Job- and project-level view — see how the work tracked in Monday lines up with what’s coming in and going out.
How it fits
Monday stays your project tool; Fynex reads from it to add a financial layer. Combined with your QuickBooks and bank connections, it helps Fynex show a fuller picture of each project’s finances.
Connecting
Connect Monday.com from your integrations settings and authorise the read-only connection. Once linked, your boards are available to Fynex’s insights.