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Slack

Keep your budget actuals up-to-date with automated reminders and quick updates in Slack

Slack integration preview

Seamlessly integrate with your workflow

Overview

Stay on top of your budget actuals with our Slack integration. Get monthly reminders for items that need updating and update them directly within Slack. No more switching between apps or missing 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.

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.