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Financial Cents

Pushing Notes to Financial Cents

After your meeting, you can instantly push the recording, transcript, and AI-generated notes from Abacor into Financial Cents. This makes it simple to share insights with your team, keep client timelines up to date, and centralize key discussions directly within your firm’s workflow.

Written By Delane Ly

Last updated 2 months ago

Step 1: Go to the Meeting Note

Open the meeting note in Abacor that you want to push to Financial Cents.

Step 2: Locate the Post-Meeting Action Bar

At the top of the note, find the post-meeting action bar. You’ll see a Sync option.

Step 3: Select “Push to Financial Cents”

Click on Push to Financial Cents to open the sync window.

FAQ

How often does Abacor sync my information with Financial Cents?
Abacor automatically syncs with Financial Cents every hour to keep your notes, transcripts, and contacts up to date.

Can I see when my information was last synced?
Yes. To view the most recent sync time:

  1. Navigate to Settings > Integrations in Abacor.

  2. Select Financial Cents.

  3. You’ll see details about the last successful sync and the next scheduled sync.

What if I need information synced immediately?
While automatic sync runs every hour, you can manually trigger a sync by selecting Sync Now in the Financial Cents integration panel.

What happens if a sync fails?
If a sync cannot complete, you’ll see an error message in the Financial Cents integration settings. From there, you can retry the sync or re-authenticate your Financial Cents connection.

Does Abacor sync both notes and contacts?
Yes. Abacor syncs your AI-generated notes, transcripts, and recordings to client timelines in Financial Cents, as well as contacts and client groups to keep your client hub consistent.

Troubleshooting

  • Sync Option Not Visible
    Make sure you are in a meeting note. The sync option only appears in the post-meeting action bar. Refresh your page if it doesn’t display.

  • Unable to Log In to Financial Cents
    Confirm you are using the correct Financial Cents account credentials. If you’re logged into the wrong account, log out and reconnect.

  • Note Not Appearing in Financial Cents
    Double-check that you selected the right destination. If the note still doesn’t show, try syncing again.

Still having trouble?
Email us at [email protected] with the meeting date and title so we can help.

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