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Identity

Finly + Microsoft Entra ID

Identity · Two-way sync · Live since 2024 · About 15 minutes to connect

What it does

Finly registers as an enterprise application in Entra ID, so conditional access applies before anyone reaches a card. Groups map to roles and cost centres, and a disabled account is out of Finly the same minute it is out of the tenant.

What syncs

What moves, and which way.

Both directions, on every sync.Nothing here is a nightly batch —a record that changes at 14:02 is in the ledger before you look at it.

Microsoft Entra ID → Finly

  • Users, through SCIM 2.0
  • Security and Microsoft 365 group membership
  • Directory extensions used as cost centres
  • Account disable and delete, applied at once
  • Conditional access outcome at sign-in
  • Manager attribute, for the approval chain

Finly → Microsoft Entra ID

  • Sign-in and session events, back to the log
  • Role changes made inside Finly
  • Card freeze status on a disabled account

Connected

What it looks like once it is on.

The Finly ledger view for a connected payments account: €1.84M settled this month, €41,900 of processing fees at 2.3% of gross, no unreconciled payouts, a twelve-week payout chart split between cards, gross and reimbursements, and three lines needing a human.

One login, one leaver process.

Everyone signs in through Microsoft Entra ID and lands on the role their group says they should have.Deprovision there and the Finly session ends the same minute, with the cards frozen behind it.

Before you start

What you need, and what it will not do.

You need a Microsoft Entra ID tenant with rights to add an application, and a Finly plan on Scale or above —SSO is not on Core.Finly is a SAML 2.0 service provider with SCIM 2.0 for provisioning, so setup is the metadata exchange you have done before:upload ours, paste yours, map three attributes, test with one user.

Two things it deliberately will not do.It will not lock you out —break-glass password access stays on for the owner account until you switch it off yourself, and it can be restored from the recovery flow.And it will not grant spend:Microsoft Entra ID decides who gets in and which role they land on, while card limits and approval rights stay in Finly, where finance owns them.

Okta

SAML sign-in with SCIM provisioning.

OneLogin

One directory, one set of card rights.

JumpCloud

Device-aware sign-in for smaller teams.

Get started

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