Connected, with limits written down.
Every app Mendiola connects to, and exactly what it may do there: what it reads, what it writes on its own, and what waits for a person. If a column says never, the code has no way to do it.
- Mendiola reads or writes on its own
- Only when a person approves
- Never No road for it in the code
Integrations and their permissions
The ledger
Mendiola works on one ledger. Your clients' books stay there.
Documents in
Where clients' bills and receipts come from, besides upload.
Bank data
For US firms, built and not yet released.
Your firm's apps, for its agents
Connected by a firm admin and used by the firm's admins, through one fixed list of actions.
A company's file stores, for its agents
Connected by an admin for one company, used only for that company's questions, and for now by the firm's admins only.
Nothing on this page sends anything on your behalf: no email, no message, no payment. Every write names who made it in the activity log. For where each service runs and what stops it, see where your data goes.
See your own close in Mendiola.
We'll walk through a month for one of your companies, with the people who built it and use it every day.
- Prepared
- Mendiola
- Reviewed
- Your reviewer
- Signed off
- Your partner