Finway
Upload monthly Finway wallet and expense CSVs to land card spend, supplier invoices, and wallet top-ups in SaaSFlow.
The Finway integration imports your monthly spend from Finway as two CSV exports: the wallet (cash-flow side) and the expenses (accrual side, exported as "Anträge"). It's a file-based integration — there's no OAuth flow.
What gets imported
| Export | Source in Finway | What it becomes in SaaSFlow |
|---|---|---|
| Wallet CSV | Karten → Wallet Details → CSV | Transactions on the Finway wallet account |
| Expenses CSV | Anträge → Export → CSV | Per-line categorizations on the matching wallet transactions |
Wallet top-ups (loads from your bank account into the Finway wallet) are automatically linked to the corresponding bank transfer, the same way Stripe payouts are linked.
Connect
Add the integration
Settings → Integrations → Add integration. Pick Finway. SaaSFlow creates the Finway wallet account.
Upload the wallet CSV
From the integration's detail page, click Upload monthly wallet CSV and select your export. You can select multiple months at once to backfill history.
Upload the expenses CSV
Click Upload expenses CSV and select the corresponding Anträge export. SaaSFlow matches every Antrag line to its wallet payment and creates one categorization per line, with per-line VAT and Leistungszeitraum.
Map cost centers
On the first expenses upload, SaaSFlow surfaces every Finway Kostenstelle you haven't mapped yet. Each row is pre-filled with an AI-suggested SaaSFlow category — review, adjust, or skip. The mapping is saved per cost center, so future uploads only prompt you for new ones.
Cost-center mappings are keyed by Finway's stable CostCenter1ID, not by the
Sachkonto label. Renaming a Kostenstelle in Finway doesn't break your mappings.
Starting balance
If your first upload doesn't go back to the month the wallet was opened, the account is missing the balance that existed before your first imported statement. Set it once:
- Open the Finway wallet account in SaaSFlow.
- Click Set initial balance in the Transactions section.
- Look up the wallet balance in Finway on the suggested date (the day before your earliest imported transaction), enter it, and confirm.
SaaSFlow books the amount as a single balance transaction that re-uploads never touch. To correct it later, pick Edit initial balance… from the account's ⋯ menu.
If you later upload a month older than the initial balance, the account warns you to update it: the balance now belongs to an earlier date.
Re-uploading
Uploading a month that was already imported replaces the previous import for that month. Categorizations you adjusted manually outside the cost-center mapping are preserved.
To edit saved mappings later, open the integration and click Manage cost center mappings.
Disconnecting
Settings → Integrations → ⋯ → Remove. SaaSFlow offers to convert the Finway wallet account into a regular account so its transaction history is preserved.