Compliance
A Comprehensive Guide on Importing Customers
Delivering a good user experience without compromising the authoring experience required us to rethink data onboarding.
Savannah Nguyen•Oct 24, 2023
Trading Journal helps you track your trades intuitively
Trading Journal XYZ fits into your trading workflow. Seamless integration with your existing trading platform allows you to simply journal your trades.
Trading and journaling with Trading Journal XYZ works across any assets that use charts.
Benefits
The right instruction and resources for you
to become a better trader
All the tools and resources necessary for you to become a better trader, conveniently accessible in one place. Learn from experienced traders and use this Trading Journal to track your trades and improve your trading.
Trading tools
As important as knowing when to trade, is knowing how to use and take advantage of the tools available to you.
Trading Strategies
Learn different trading strategies and how to use them in your trading and based on your time commitment.
Journal and Review
Trading workflow jounraling that fits how you trade. Developed and personally coded by a professional trader.
Apprenticeship
Actual trade review and feedback from a professional trader.Helping you improve your trading and become a better trader.
Integrations
Make Payments Easier
with 50+ Integrations
Shopify integration
Scale your entire business with the best ranked commerce platform
Slack integration
With Metafi’s integration for Slack, your team can seamlessly send messages to a Metafi database
Zapier integration
Connect Apps and Automate Workflows with Zapier — No Coding Required.
Google integration
Comprehensive tools to connect applications (Google Cloud and others).
Okta integration
Scale & flexibility with the broadest & deepest set of integrations
Stripe integration
Work faster and smarter by integrating directly with Notion, right in the app.
Streamline your business operations with seamless integrations. Connect with Xero, WooCommerce, Zapier, Stripe, Shopify, QuickBooks, and many other platforms.
Our Customers
See What Our
Customers Are Saying
Here's what some of our customers say about our platform.
“Payments are the main interaction point between our financial services clients and their customers, and are core to our relationships beyond that sector too.”
Charolette HanlinCo-Founder, Heroes Digital“Payments are pivotal in our financial operations, serving as the primary interface between our finance department and clients.”
Novák BalázsCo-Founder, WooCommerce“Using this financial app has made me feel more organized and efficient in managing my finances.”
Orosz BoldizsárFounder, Okta“The provided features are incredibly helpful in tracking expenses, managing investments, and planning for future financial goals.”
Floyd MilesCo-Founder, Slack“This app has given me full control over my finances and provided greater confidence in making wise financial decisions.”
Darrell StewardFounder“Since incorporating this finance app into my daily routine, I’ve experienced a significant improvement in my financial management.”
Devon LaneMarketing, Google
FAQ
Frequently Asked Questions
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Our Blog
Latest Blog Posts
Here's what some of our customers say about our platform.
Savannah Nguyen•Oct 24, 2023
Engineering
Automate Workflow with Metafi Zapier Integration
Delivering a good user experience without compromising the authoring experience required us to offer sensible, secure automation surfaces.
Savannah Nguyen•Oct 24, 2023
Product
A Dynamic Back Office is The New Business
The back office has become an important strategic lever. We’re adding new features to our revenue and finance automation suite that make it easier for businesses to grow revenue and streamline operations.
Sesar Varma•Oct 24, 2023
Company
Do Startup Valuations Matter for Investment Returns?
The argument that prices should matter for returns is simple: if a seed round is more expensive, then that…
Savannah Nguyen•Oct 24, 2023Simplifying Payments
for Growing Business
Join over 300+ partners and customers already growing with Metafi