Real-Time In-App Messaging Support
Get answers without breaking your flow. Our built-in chat connects you directly to FinSight specialists who can troubleshoot issues, guide new workflows, and share best-practice tips—all from inside the dashboard and typically within minutes.
Dedicated Experts on Call
Prefer a conversation? Tap the phone icon and you’ll reach a live FinSight advisor—no call centers, no scripts. From onboarding to complex reconciliations, our team is ready to walk you through every step so you can keep your finances moving smoothly.
Frequently Asked Questions
Browse our most common user questions and discover practical tips for getting the most out of our platform.
Streamline is a modern financial dashboard that aggregates
all your bank accounts, subsidiaries, and currencies into
one unified, real-time view—complete with analytics, alerts,
and custom reporting.
Unlike Linear and Jira, which focus on issue tracking and
project management, Streamline is built specifically for
financial operations—bringing real-time banking data,
cash-flow insights, and compliance tools into a single
platform.
Head over to your Account Settings → Profile, where you can
update your email, password, notification preferences, and
connected institutions at any time.
All users receive complimentary email support and access to
our knowledge base. Professional and Enterprise plans
include 24/7 live chat and phone support.
We leverage AI for smart alerts and insights, but rest
assured, Streamline remains a human-driven platform—no plan
to replace your finance team with a chatbot!
Simply navigate to the Integrations tab, select your bank or
financial institution, and authorize access with your online
banking credentials. Once connected, all accounts under that
legal entity—subsidiaries and branches included—will
automatically appear in your dashboard.
Somavo connects to 12,000+ banks and fintech platforms
across North America and Europe via Plaid and Salt Edge. If
yours isn’t listed, let us know and we’ll add it.
