Drum

Ben Walker

Connect Drum to your finance system and manage synchronisation.

Integrations

How to allow your Drum users to act on behalf of another user with regards to your financial integration (Xero or Quickbooks etc)

Financial Integration Delegation

Connect your finance account, check access and disconnect when required.

Connect Drum to Xero

Connect Drum to your finance system and manage integrations.

How-to Guides

Understand how invoices, supplier bills, expense claims and allowances differ.

Xero synchronisation reference

Look up integration behaviour and limitations by record type.

Reference

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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