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All integrations

Finance & accounting

Ynab for your Agent

Flow can read invoices, payments and accounts in Ynab and use the figures in your bids.

It asks for your approval before it changes anything in Ynab. Connect by signing in with Ynab.

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Pull our turnover for the last three years from Ynab for the financial standing section.

Connect Ynab in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Ynab.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Ynab.

What Flow can do depends on what Ynab offers through its API and on the access you choose.

Things to ask

Type these to Flow once Ynab is connected.

  • Ynab

    Pull our turnover for the last three years from Ynab for the financial standing section.

  • Ynab

    List unpaid Ynab invoices from public buyers.

About Ynab

YNAB (You Need A Budget) is a personal finance and budgeting platform that helps users track spending, plan budgets, and reach savings goals. It's designed to give you more control over your money and reduce financial stress.

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Start your free trial today.

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