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Getting up and running on Sintropix doesn’t require a lengthy implementation. You connect your entity, link your accounts, and your general ledger starts populating automatically. This guide walks you through the four steps that take you from a blank account to live financial data — and your first conversation with Erwin.
1

Create Your Account

Sintropix sets up your account with you. There is no self-service sign-up: Sintropix creates your Organization and its entities, the legal companies you run (e.g., your US holding and your operating subsidiaries), each with its functional currency (USD for a US holding, CLP for a Chilean subsidiary, MXN for Mexico, etc.).Sintropix then emails you a link to choose your password. Your first sign-in also sets up two-step verification; see Get an API Key for the sign-in steps.If you operate multiple entities, ask Sintropix to add more subsidiaries. Each entity has its own chart of accounts, functional currency, and tax jurisdiction, and its settings are in its row under Entidades legales, on the Empresa page in Configuración.
2

Connect Your Bank Accounts

Link your bank accounts so that transactions flow into your general ledger automatically — no CSV imports, no manual entry.Open your user menu, go to Configuración → Integraciones, click Conectar integración, and filter by the Banco tag. Sintropix supports direct connections through:
  • LATAM: Chilean banks through Fintoc, Mercado Pago, Global66, Cardda, and dLocal Go
  • US: banks through Plaid. You can also connect Rho with a read-only access token to see every account of the business and its current balance. Rho doesn’t feed transactions yet.
Connecting a bank through Fintoc is done by the Sintropix team. You can store your bank portal login instead.Once connected, Sintropix pulls your transaction history and begins classifying movements against your chart of accounts. New transactions appear in your ledger within 24 hours of posting at the bank.
Connect all bank accounts for a given entity before moving on. Reconciliation works best when Sintropix has a complete picture of your cash movements.
3

Connect Your Integrations

Beyond banks, Sintropix connects to the tools your finance team already uses. Head to Configuración → Integraciones and connect what applies to your stack:
  • Payroll — Buk: connect your Buk with its address and an API key, and Sintropix lists the Empresas the key reaches. Buk doesn’t feed payroll into your general ledger yet. See Buk.
  • Expenses — Xpendit: route each Subsidiary to a Source that holds Expense Renditions, and each sync books the expenses Xpendit approved, without manual re-entry. See Expense Feeds.
  • Payments — Stripe or Mercado Pago: feed the account’s balance into a Bank Account, and its charges, refunds, fees, and payouts land as Movements that you reconcile. See Bank Feeds.
You connect each integration once, through OAuth or an API key. Connecting alone brings in no data: data starts flowing when you route the integration to an entity through its feeds. Sintropix syncs every feed every 4 hours, and you can sync one on demand.
4

Meet Erwin, Your AI Finance Assistant

Once your accounts are connected and data starts flowing, click Erwin at the bottom right of any entity page. Erwin is embedded directly in your accounting data, so every answer he gives is grounded in your actual general ledger — not a summary or a static report.Start by asking him something practical:
  • “What do I need to close this month?” — Erwin reviews your close checklist and tells you exactly what’s unreconciled, unapproved, or missing
  • “Build a 13-week cash flow forecast” — Erwin projects your cash position using your current AR aging, AP schedule, and payroll commitments
  • “What’s our consolidated burn rate across all entities this quarter?” — Erwin pulls and translates data across every entity you’ve connected
  • “Why did our gross margin drop in Colombia last month?” — Erwin digs into the account-level detail and surfaces the driver
Erwin can also proactively alert you to anomalies — duplicate transactions, unusual FX exposure, accounts that are past due — before they become problems at close.
On your first connection, it can take up to 24 hours for all historical transactions to fully sync and for reconciliation suggestions to appear. After the initial sync, Sintropix syncs your feeds every 4 hours.

Reports API

Pull the balance sheet, income statement, journal, and ledger reports that power the dashboard after your first sync.

Get an API Key

Create a key for Erwin or your own agent and start calling the API in under a minute.