Slack

Overview

Stay on top of your budget actuals and team communications with our Slack integration. Get monthly reminders for items that need updating and update them directly within Slack. Receive instant notifications when teammates mention you in budget item comments. No more switching between apps or missing important updates - manage your budget seamlessly where your team already works.

How it works

At the start of each month, you'll receive personalized Slack notifications for any line items that need actuals to be updated. Each notification includes essential information like the line item name, budget category, and planned amount.

Updating is simple - just click the "Update Actual" button in the notification, enter the actual amount in the popup, and you're done. Changes are instantly reflected in your budget, keeping everything in sync.

When teammates mention you in comments on budget items, you'll receive real-time Slack notifications with the comment context and a direct link to respond. This ensures you never miss important discussions about budget items you're responsible for.

Configure

Setup takes just a minute. Head to Integrations Tab, click "Connect" Slack and authorize the app for your workspace. The integration respects your organization's permissions - users can only view and update line items they've been assigned to.