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Identity

Finly + Okta

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

Connect OktaRead the setup guide

What it does

Finly is an Okta application with SCIM turned on, so a group assignment is the whole of access management. Add someone to the finance group and the account, the role and the card policy appear behind them.

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.

Okta → Finly

  • Users, through SCIM 2.0
  • Group membership, mapped to Finly roles
  • Profile attributes: entity, cost centre, manager
  • Deactivation, applied the same minute
  • Session policy, including re-authentication
  • Multi-factor assurance level at sign-in

Finly → Okta

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

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 Okta 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.

See the ledger view

Before you start

What you need, and what it will not do.

You need a Okta 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:Okta decides who gets in and which role they land on, while card limits and approval rights stay in Finly, where finance owns them.

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