Client Integrations

Integrations is the optional connection screen in the DayZero client portal. When the firm shares one or more integrations with clients, a client can connect their own accounts, most commonly a bank, without waiting on firm staff. Firm staff can preview it from the Client Portal workspace. The firm controls exactly which integrations appear, so clients only ever see the approved list.

Key capabilities

• Connection of integrations the firm has shared with the client portal
• Firm-controlled approved list: only integrations on the firm's client-visible list appear
• Bank connection through Financial Institutions (Plaid's secure authorization)
• Shareable integrations: Financial Institutions (bank connections), Invoicing (Stripe), Ramp, Shopify, Square, and Slack
• Active Integrations vs. Available Integrations sections so connected ones sort to the top
• Connection status per integration: connected, needs attention, available, or couldn't load
• A status strip counting connected, needs-attention, and available integrations
• Sync-health signals that also surface on the Dashboard's Connected Accounts card
• Refresh to re-check every connection
• Sidebar entry shown only when at least one integration is shared
• Everything else (Xero, QuickBooks, Meta Ads, HubSpot, Payroll, external AI tool connections) cannot be shared with clients

How it works

The portal reads the firm's client-visible integration list and renders only those tiles. The client connects one through its authorization flow; the tile then reports status, and any reauthorization need is echoed on the Dashboard so it doesn't go unnoticed.

flowchart TD
  allow["Firm's client-visible integration list"] --> show{"Any shared?"}
  show -->|"No"| empty["Integrations hidden / empty state"]
  show -->|"Yes"| tiles["Render allowed integration tiles"]
  tiles --> connect["Client connects (e.g. Plaid secure direct connection)"]
  connect --> status["Status: connected / attention"]
  status --> dash["Dashboard sync-health pill"]

How to use it

1. Open Integrations in the portal sidebar (Manage section). It shows only if your firm shared at least one integration.
2. Find the integration you want under Available Integrations (for example, a bank under Financial Institutions).
3. Start the connection and complete the secure authorization flow.
4. The card moves to Active Integrations and reports its status; the status strip updates.
5. If a connection later needs attention, reconnect it here. The Dashboard's "need reauthorization" pill links straight back to this page.

Pro tips

• Firm-side: share the Financial Institutions integration with clients who add accounts or change banks often; it removes a support round-trip.
• Firm-side: keep the shared list tight (for example, just bank connections) so clients are not shown integrations you would rather manage yourself.
• Client-side: check the status strip after connecting. "Needs attention" means the link must be reauthorized before data flows again.
• Client-side: a stale bank connection ages your numbers; reconnect promptly when the Dashboard flags a reauthorization.
• Client-side: connections use secure authorization — your bank credentials are handled by the provider, not stored in the portal.

In-depth guide

What the client can see vs. do

Connection statuses

While a card is still checking, it shows as available until its status arrives.

Access control

The entire screen is driven by the firm's client-visible integrations list:

• Empty list: the sidebar entry is hidden and the page shows "No integrations available yet. Your advisor hasn’t enabled any integrations for the client portal."
• Strict filtering: the page shows only the approved list, so sharing or unsharing an integration is the firm's single lever over what clients can see.
• Setting the list: there is no switch for it in Settings > Client Access yet. A firm owner or admin changes it through the API; see the Advisory Firms guide. Sending a new list replaces the old one, so include every integration you want clients to see.
• Connecting needs more than view access: linking, reauthorizing, or removing a bank connection requires an admin-level role on the business. A standard view-only client account can see connections and balances but may be refused when it tries to connect; ask your firm to connect or to adjust your access.

How firm-side data flows in

• A client-connected integration feeds the same business the firm manages — a bank linked here populates transactions the firm categorizes, with no separate client-only data store.
• Sync health across the connections surfaces both here and on the Dashboard (last-synced time, reauthorization, and sync-error pills), closing the loop with the firm's monitoring.

Edge cases

• No business selected: the page says "No business selected."
• Nothing shared: the empty state explains the firm hasn't enabled any client-portal integrations.
• Reauth needed: the card shows "needs attention" and the Dashboard surfaces a matching pill with a Fix in Integrations link.