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Sync financial data with Notion to keep your projects and finances aligned
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Notion is an all-in-one workspace designed to enhance productivity and organization across teams and individuals. By combining elements of note-taking, task management, databases, and collaborative tools into a single platform, Notion provides a flexible and intuitive environment for managing projects, tracking progress, and coordinating work.
With the Zentry–Notion integration, financial data flows directly into your workspace. Expense reports, budget summaries, and transaction logs can be embedded as live database views inside any Notion page, keeping your finance and project documentation in one place.
Teams gain real-time visibility into spend without leaving their existing workflows. Approvals, reimbursement requests, and budget discussions happen alongside the project context they belong to, eliminating costly context-switching.
A Notion account (Free, Plus, Business, or Enterprise plan) and admin access to the workspace you want to connect. Zentry requires permission to create and update database entries on your behalf.
Ensure your Notion workspace has at least one database configured for financial records. The integration maps Zentry transaction fields to Notion database properties, so property types (number, date, select) must match the expected schema.
Navigate to Zentry Settings → Integrations, find Notion, and click Connect. You will be redirected to Notion's OAuth consent screen where you grant Zentry access to selected pages or databases.
After authorizing, choose which Zentry data to sync (expenses, invoices, budgets) and map each field to the corresponding Notion database property. Save the configuration and trigger an initial sync to verify the connection.
Zentry enables you to achieve clarity and significant results on a large
scale by linking tasks and
workflows to the overarching
objectives of the company