Not all HRIS or payroll systems offer a public API. But, employers may still want to connect their data to your app. That's why in addition to Finch's automated integrations, we offer assisted integrations.
Customers can unlock our assisted integrations with a feature called Finch Assist.
With this feature, you can maximize your coverage of HRIS and payroll systems with help from our Product Operations team and request new integrations as needed.
To see a full list of assisted integrations, see our Providers page in the API docs.
To enable Finch Assist, please reach out to your Developer Success Representative. Please note this feature is only available to customers on our Scale plan.
How it works
Once Finch Assist is enabled, developers can still make API requests as they would for our automated integrations, but Finch handles any manual or file-based processes on the backend. Data is refreshed weekly, and returned in our standardized format.'
Once a provider is enabled, the process is as follows:
1. Employer sets up a new admin user through Finch Connect.
2. Finch’s product operations team works behind the scenes to create and download reports, make the data accessible through our API, and/or process deductions changes on your behalf.
3. Data is refreshed every 7 days.
Please note each assisted integration will have a one-time configuration period before data can be retrieved. Finch customers can monitor the status of Assisted Setup in our Dashboard.
Requesting New Providers
If Finch does not yet support the provider you're looking for, we can support new systems in Finch Connect in just 7 days. See our How to request new integrations guide to learn more about this process.
Why use Finch Assist?
Industry-leading HRIS and payroll system coverage
If you've enabled Finch Assist, Finch can read Organization data from virtually any HRIS or payroll system. You also double your coverage for Payroll data, and 7x your coverage for Deductions capabilities compared to using automated integrations alone. This means you can say 'yes' to more employers with the integrations they need.
Improve your onboarding and administration experience (compared to SFTP)
While SFTP has been the industry standard for HRIS and payroll systems for years, it usually requires a very manual and time-consuming set up process for employers. With Finch Assist, you can remove the burden of manual data entry or batch file transfers for your customers. Not to mention, you'll eliminate operational costs and provider fees incurred from SFTP setup and maintenance.
Improve internal operational efficiency
Assisted integrations mirror our automated integrations in many ways. Not only is the data from each provider standardized to our API data model, you can also monitor the health of connections in our dashboard. And get notified when jobs have completed through webhooks. This means you can streamline your processes for data syncing, connection monitoring, and deductions management across all your integrations (including automated).
What use cases are best for Finch Assist?
Finch Assist is an extension of Finch's core capabilities, but it's not a fit for every use case. For example, if you require daily or on-demand data refreshes this feature may not be a fit.
Finch Assist is typically a good fit for:
- 401k Recordkeeping - Automatically enroll new employees and manage their contributions.
- 401k Administration - Pull quarterly or annual reports on census and payroll history.
- Employee Benefits - Update contributions and deductions each pay cycle.
- Employee Gifting & Rewards - Send employees gifts and rewards for birthdays, anniversaries, and milestones.
- Insurance - Use historical payroll data to verify the accuracy of premiums every month or quarter.
- Tax Credits - Pull historical payroll data to estimate company tax credits and verify the estimate each month.
- Workforce Management - Track significant changes to employee profiles, like compensation and job titles.
FAQs
💡 How does Finch collect and manage the data for assisted integrations?
💡 Do assisted integrations cost extra?
💡 Is there a migration process for moving from assisted to automated integrations?