Connect finvantage to your workflow.
Import your data, export reports, sync calendars and build custom workflows. finvantage integrates with the tools you already use — and offers a full API for everything else.
Import & Export
Bring your existing data into finvantage and export reports in the format you need.
CSV Import
AvailableImport portfolios, investments, transactions and contacts via CSV upload. Map columns flexibly and validate data before import.
XLSX Export
AvailableExport any report, portfolio overview or transaction list as a formatted Excel file — ready for further analysis or sharing.
PDF Reports
AvailableGenerate professional PDF reports with your branding. Portfolio summaries, quarterly reports and tax documents — one click.
XLSX Import
Coming soonImport structured data directly from Excel workbooks. Automatic sheet detection and column mapping with preview before import.
Banking & Financial Data
Connect your bank accounts and import transactions automatically.
PSD2 / Open Banking
PlannedConnect bank accounts via PSD2-compliant APIs. Automatic transaction import, balance synchronization and account overview — read-only, secure and GDPR-compliant.
Manual bank statement import
Coming soonUpload bank statements as CSV or MT940 and match transactions to investments automatically. For accounts that do not support PSD2.
Tax Advisor & Accounting
Export data in the formats your tax advisor and accounting tools expect.
DATEV Export
Coming soonExport transaction data in DATEV-compatible format. Your tax advisor can import directly into their workflow — no manual data entry required.
Tax summaries
AvailablePre-formatted annual tax summaries with capital gains, distributions, withholding taxes and cost basis — per investment and aggregated.
Audit-ready documentation
AvailableComplete audit trail and document history that your auditor can review directly. Immutable logs with timestamps, user attribution and change details.
Calendar & Notifications
Keep track of important dates and never miss a deadline.
Calendar sync (.ics)
Coming soonSubscribe to your finvantage calendar via .ics feed. AGMs, board meetings, distribution dates and reporting deadlines — synced to Outlook, Google Calendar or Apple Calendar.
Email notifications
AvailableConfigurable email alerts for portfolio events: new valuations, upcoming deadlines, distribution payments and report generation. Per investment or portfolio-wide.
Developer API
Build custom integrations with the finvantage REST API.
REST API
AvailableFull programmatic access to portfolios, investments, contacts and reports. JSON-based, versioned and documented. Available in the Professional plan.
Webhooks
AvailableReceive real-time notifications when data changes. Configure webhooks per event type — valuations, transactions, documents or deal stage changes.
OAuth 2.0
AvailableSecure authentication with OAuth 2.0 and hierarchical scopes. Grant fine-grained access to specific resources — no master keys, no over-permissioning.
Your integration not listed?
With the finvantage API you can build any integration you need. Our developer documentation covers authentication, endpoints, rate limits and best practices.