Connect financial accounts
You can connect US checking, savings, credit card, and line-of-credit accounts from Banking & payouts. Sontairo requests access only to balances and transactions, stores no bank credentials or full account numbers, and lets an administrator refresh or disconnect an account at any time. The Overview shows cash on hand, money in, money out, a six-week cash-flow chart, connected accounts, and recent money movement. Depending on the institution, the transaction feed can include up to 180 days of history.Start collecting payments
Everything happens on the Finance page—there are no external redirects:- Open Get paid and choose Individual or Business
- Complete the embedded onboarding form
- When setup finishes, the account shows Payments active and you can create a payment link or add checkout to a hosted site
Connecting accounts, creating the payment account, and creating payment links requires the ADMIN role. Any workspace member can view Finance.
The Finance workspace
Finance is organized into four sections:- Overview — cash position, 30-day inflow and outflow, cash flow, and recent activity
- Transactions — searchable bank transactions and account-aware money movement
- Get paid — payment setup, payment links, payment history, refunds, and disputes
- Banking & payouts — connected accounts, refresh and disconnect controls, payment balances, payouts, and account details
Payments power the rest of Sontairo
- Workspace owners and admins get an in-app Payment received notification for every payment
- Payments fire the When a payment is received trigger in Helm automations
- Site payments roll up into the site’s Revenue tile on Site health
