Tiller

Tiller supports over 20,000 financial institutions. Check to see if yours are supported by our data aggregation partners.

Tiller Supported Financial Institutions and Accounts

Learn more about removing institutions and financial account data.

How to Remove an Account or Institution Connected to Tiller

Learn about supported currencies from Tiller data bank feeds.

Supported Currencies and Date Formats

Learn how you can assign an account nickname to accounts connected to your Tiller Console.

How to Rename an Account Connected to Tiller

How to update your login credentials if there are changes to your connected accounts.

Editing Connected Institutions

You can easily link new accounts to an existing Tiller-powered spreadsheet to automatically pull in more finance data.

Link or unlink an account to an existing spreadsheet

Learn how to clean up your data if you've unlinked an account from a sheet.

How can I remove account data for an unlinked or closed account?

A guide on how to get your open banking connections working.

Updating open banking enabled connections

Data Cleanup helps you clean up duplicated accounts or unwanted account data from your spreadsheet.

Using the Data Cleanup Workflow for Google Sheets

Check out our recommended steps if you need to change aggregators due to a connection issue.

Changing Aggregators and Cleaning Up Data

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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.

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

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

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

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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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