Embed secure video explanations with your team and clients asynchronously.

Overview

The Loom integration enables seamless video communication within your financial workflows. Share secure video walkthroughs, onboarding guides, billing explanations, and reporting insights directly alongside financial data.

By combining visual communication with real-time financial context, teams can reduce misunderstandings, accelerate onboarding, and improve collaboration across departments and with clients.

How It Works

The integration allows you to attach or embed Loom videos within specific financial workflows, records, or notifications.

When key events occur, such as subscription onboarding, invoice issuance, or reporting updates, you can automatically include relevant Loom videos to provide additional context or instructions.

This ensures stakeholders receive clear explanations alongside the underlying financial information.

Configure

1. Navigate to the Integrations section in your dashboard.

2. Select Loom and authorize your workspace.

3. Define where videos can be embedded or attached within workflows.

4. Choose which financial events should trigger video sharing.

5. Save your configuration and test the integration.

Once enabled, video content can be seamlessly incorporated into your finance operations to support clearer communication and faster alignment.