Waltio

Verifying Email Authenticity with Security Codes

Security Codes

Modify my email preferences

Adding Two-Factor Authentication to Waltio

Ability to upload a file containing all transactions from one year to the next without having to delete the previous one

Incremental Upload

Affiliation

Lite Version

How cryptocurrency payments work on Waltio

Pay for your Waltio subscription with cryptocurrency

Pricing and Plans

Expert Review (Human Review)

iOS Subscription (iPhone)

Refund Conditions

Full Service — Peace of Mind Pack

Guide: Audit-Ready File

Forgot Password

Deleting Your Waltio Account

How to transfer your account from one email to another

Transferring Your Waltio Account

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Referral codes, promotional codes and affiliations

Discounts

Downloading a Waltio Invoice

For French Tax payers only - Add your department on your profile

Department Settings

I got invited or I want to invite someone.

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Login History

Applying a Promotional Code

Manage your subscription, preferences, and account settings.

Subscription & Settings

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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