Moneytree Integration


Canopy
Last Updated: 6 months ago

Overview

Moneytree - is a financial data aggregation platform that provides a personal finance app and a cloud-based accounting service.

Canopy Moneytree - gives Moneytree users a secure and easy way to connect their financial accounts to Canopy.

Connect Moneytree with Canopy

  1. Go to website https://moneytree.canopy.cloud/

  1. Follow the Login link in the top left corner. You will be redirected to the Moneytree login page if you have not previously logged in. Put your Moneytree credentials here.

  1. Once access is granted you will be redirected back to Canopy Moneytree website. The page should display access information.

  2. Done. Please notify Canopy Datafeed Support via email within 1 day.


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