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Finmate AI

PreciseFP and Finmate AI's import only integration allows you to send data from Finmate to PreciseFP

Updated over a week ago

This integration is enabled and used through Finmate AI, rather than through PreciseFP. As such, Finmate AI Support will be able to assist with questions or issues with the integration.


This will be done under 'Integrations' within Finmate:

Once enabled, PreciseFP will appear in your Integrations list with all other enabled integrations:

Here is a breakdown on what Finmate can send to PreciseFP:

PreciseFP Dataset Page

PreciseFP Group Title

PreciseFP Element Title

Client Details

Personal Details

First Name

Client Details

Personal Details

Last Name

Client Details

Personal Details

Middle Name

Client Details

Personal Details

Gender

Client Details

Personal Details

Birthdate

Client Details

Personal Details

Marital Status

Employment & Income

Employment

Employer

Employment & Income

Employment

Title / Job Position

Employment & Income

Employment

No. of Years Working Here

Employment & Income

Employment

Address

Employment & Income

Employment

Salary & Tips

Employment & Income

Employment

Bonus & Commissions

Family Members

Children

First Name

Family Members

Children

Last Name

Family Members

Children

Middle Name

Family Members

Children

Gender

Family Members

Children

Birthdate

Retirement Plans

401(k)

Name

Retirement Plans

401(k)

Owner

Retirement Plans

401(k)

Employer Contributions

Retirement Plans

401(k)

Employee Contributions

Retirement Plans

401(k)

Account Value

Retirement Plans

401(k)

Primary Beneficiary

Retirement Plans

401(k)

Secondary Beneficiary

Retirement Plans

Roth 401(k)

Name

Retirement Plans

Roth 401(k)

Owner

Retirement Plans

Roth 401(k)

Employer Contributions

Retirement Plans

Roth 401(k)

Employee Contributions

Retirement Plans

Roth 401(k)

Account Value

Retirement Plans

Roth 401(k)

Primary Beneficiary

Retirement Plans

Roth 401(k)

Secondary Beneficiary

Retirement Plans

403(b)

Name

Retirement Plans

403(b)

Owner

Retirement Plans

403(b)

Employer Contributions

Retirement Plans

403(b)

Employee Contributions

Retirement Plans

403(b)

Account Value

Retirement Plans

403(b)

Primary Beneficiary

Retirement Plans

403(b)

Secondary Beneficiary

Retirement Plans

457(b)

Name

Retirement Plans

457(b)

Owner

Retirement Plans

457(b)

Employer Contributions

Retirement Plans

457(b)

Employee Contributions

Retirement Plans

457(b)

Account Value

Retirement Plans

457(b)

Primary Beneficiary

Retirement Plans

457(b)

Secondary Beneficiary

Retirement Plans

Simple IRA

Name

Retirement Plans

Simple IRA

Owner

Retirement Plans

Simple IRA

Employer Contributions

Retirement Plans

Simple IRA

Employee Contributions

Retirement Plans

Simple IRA

Account Value

Retirement Plans

Simple IRA

Primary Beneficiary

Retirement Plans

Simple IRA

Secondary Beneficiary

Retirement Plans

SEP IRA

Name

Retirement Plans

SEP IRA

Owner

Retirement Plans

SEP IRA

Employer Contributions

Retirement Plans

SEP IRA

Employee Contributions

Retirement Plans

SEP IRA

Account Value

Retirement Plans

SEP IRA

Primary Beneficiary

Retirement Plans

SEP IRA

Secondary Beneficiary

Retirement Plans

IRA

Name

Retirement Plans

IRA

Owner

Retirement Plans

IRA

Contributions

Retirement Plans

IRA

Account Value

Retirement Plans

IRA

Primary Beneficiary

Retirement Plans

IRA

Secondary Beneficiary

Retirement Plans

Roth IRA

Name

Retirement Plans

Roth IRA

Owner

Retirement Plans

Roth IRA

Contributions

Retirement Plans

Roth IRA

Account Value

Retirement Plans

Roth IRA

Primary Beneficiary

Retirement Plans

Roth IRA

Secondary Beneficiary

Retirement Plans

Pensions

Name

Retirement Plans

Pensions

Owner

Retirement Plans

Pensions

Distribution Type

Retirement Plans

Pensions

Distribution Amount

Retirement Plans

Pensions

Distribution Year

Assets

Bank Accounts

Name

Assets

Bank Accounts

Primary

Assets

Bank Accounts

Type

Assets

Bank Accounts

Owner

Assets

Bank Accounts

Average Balance

Assets

Bank Accounts

Bank Name

Assets

Certificates of Deposit

Name

Assets

Certificates of Deposit

Owner

Assets

Certificates of Deposit

Where Held?

Assets

Certificates of Deposit

Interest Rate

Assets

Certificates of Deposit

Maturity Date

Assets

Certificates of Deposit

Current Value

Assets

Taxable Investment Accounts

Name

Assets

Taxable Investment Accounts

Owner

Assets

Taxable Investment Accounts

Cost Basis

Assets

Taxable Investment Accounts

Current Value

Assets

College Funds

Name

Assets

College Funds

Owner

Assets

College Funds

Beneficiary

Assets

College Funds

Contributions

Assets

College Funds

Current Balance

Assets

Annuities

Name

Assets

Annuities

Owner

Assets

Annuities

Type

Assets

Annuities

Contributions

Assets

Annuities

Account Value

Assets

Annuities

Distribution Type

Assets

Annuities

Distribution Year

Assets

Annuities

Distribution Amount

Assets

Personal Property

Name

Assets

Personal Property

Type

Assets

Personal Property

Owner

Assets

Personal Property

Current Value

Assets

Personal Property

Purchase Value

Assets

Business Assets

Name

Assets

Business Assets

Owner

Assets

Business Assets

Current Value

Assets

Business Assets

Planned Year of Sale

Assets

Other Assets

Name

Assets

Other Assets

Owner

Assets

Other Assets

Current Value

Liabilities

Credit Cards

Name

Liabilities

Credit Cards

Owner

Liabilities

Credit Cards

Current Balance

Liabilities

Credit Cards

Interest Rate

Liabilities

Credit Cards

Payment

Liabilities

Mortgages

Name

Liabilities

Mortgages

Owner

Liabilities

Mortgages

Type

Liabilities

Mortgages

Start date

Liabilities

Mortgages

End date

Liabilities

Mortgages

Interest Rate

Liabilities

Mortgages

Payment

Liabilities

Mortgages

Original Balance

Liabilities

Mortgages

Current Balance

Liabilities

Loans

Name

Liabilities

Loans

Owner

Liabilities

Loans

Type

Liabilities

Loans

Start date

Liabilities

Loans

End date

Liabilities

Loans

Interest Rate

Liabilities

Loans

Payment

Liabilities

Loans

Original Balance

Liabilities

Loans

Current Balance

Goals

Retirement

For

Goals

Retirement

Age

Goals

Retirement

Savings Needed

Goals

Retirement

Type

Goals

Retirement

I Would Prefer To

Goals

Travel

Description

Goals

Travel

For

Goals

Travel

Priority

Goals

Travel

Frequency

Goals

Travel

Start Year

Goals

Travel

Annual Amount Needed

Goals

Wedding

For

Goals

Wedding

Priority

Goals

Wedding

Year

Goals

Wedding

Amount Needed

Goals

Celebration

Description

Goals

Celebration

For

Goals

Celebration

Priority

Goals

Celebration

Year

Goals

Celebration

Amount Needed

Goals

College

For

Goals

College

Priority

Goals

College

Start Year

Goals

College

End Year

Goals

College

Annual Amount Needed

Goals

Private School

For

Goals

Private School

Priority

Goals

Private School

Start Year

Goals

Private School

End Year

Goals

Private School

Annual Amount Needed

Goals

New Business

Description

Goals

New Business

For

Goals

New Business

Priority

Goals

New Business

Year

Goals

New Business

Amount Needed

Goals

New Home

Description

Goals

New Home

For

Goals

New Home

Priority

Goals

New Home

Year

Goals

New Home

Amount Needed

Goals

Home Improvement

Description

Goals

Home Improvement

For

Goals

Home Improvement

Priority

Goals

Home Improvement

Year

Goals

Home Improvement

Amount Needed

Goals

Major Purchase

Description

Goals

Major Purchase

For

Goals

Major Purchase

Priority

Goals

Major Purchase

Year

Goals

Major Purchase

Amount Needed

Goals

Provide Care

Description

Goals

Provide Care

For

Goals

Provide Care

Priority

Goals

Provide Care

Start Year

Goals

Provide Care

End Year

Goals

Gift or Donation

Description

Goals

Gift or Donation

For

Goals

Gift or Donation

Priority

Goals

Gift or Donation

Frequency

Goals

Gift or Donation

Start Year

Goals

Gift or Donation

Annual Amount Needed

Goals

Leave Bequest

Description

Goals

Leave Bequest

For

Goals

Leave Bequest

At The Death Of

Goals

Leave Bequest

Amount Needed

Goals

Other Goal

Description

Goals

Other Goal

For

Goals

Other Goal

Priority

Goals

Other Goal

Frequency

Goals

Other Goal

Start Year

Goals

Other Goal

Annual Amount Needed

Keywords: Finmate, Finmate AI, integration, AI, default mappings

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