Your client notes are in Notion.
Your pipeline should know that.
Connect Notion and AccountsOS. For any deal in your pipeline, Finn searches your Notion workspace, finds the relevant notes, reads them, and proposes updates — stage, value, confidence, next action, tasks. You confirm. Nothing gets re-entered.
Read-only access to your pages · connect once, works across all your companies · included on every plan
From Notion page to updated deal. Four steps. Most of them happen for you.
This is the copy-paste between Notion and your CRM you do after every client interaction. Here it runs itself.
Your notes live in Notion
Call notes, meeting minutes, client documents, scoped requirements — wherever your team keeps them in Notion.
AccountsOS finds the right page
Open a deal in your pipeline and click Sync from Notion. Finn searches your Notion workspace by the deal's contact or company name.
Finn reads the relevant notes
The matching page is pulled in and Finn reads it with the context of the deal — what stage it is at, what is already known, what has changed.
Finn proposes the updates — you confirm
Stage, value, confidence, next action with a date, follow-up tasks. Each with a rationale. Nothing is applied until you say so.
Finn reads the notes. You get specific proposals, not a summary to skim.
After Finn reads the Notion page, it surfaces a list of proposed changes — each one actionable, each one with a rationale drawn from what the notes actually said.
- Deal value — updated based on what was discussed
- Pipeline stage — move to proposal, negotiation, or close
- Confidence — low, medium, or high, with a reason why
- Next action — a specific task with a due date
- Follow-up tasks — priorities and deadlines from the notes
The integration is convenient. Pasting notes works too.
Open a deal, paste in any raw notes — a call summary, a scoped requirements doc, a quick write-up after a meeting — and Finn does the same ingest. No Notion account required.
The Notion integration just removes the copy-paste step entirely. The intelligence is the same either way.
Your pipeline lives where your books do
The Notion integration is one piece of a pipeline that sits inside the same platform as your accounts.
Deals sit next to invoices
When a deal closes, the contact becomes a client and the deposit invoice is one click away. No copy-paste between a CRM and an accounting tool.
Finn sees the whole picture
The same AI that reads your Notion pages also knows your open invoices, your cash position, and your upcoming deadlines. It gives context, not just data.
From first note to cash
Kanban and list views, weighted monthly forecast, win/loss insights, stale-deal nudges, and email-to-pipeline. The pipeline is a full tool, not a spreadsheet replacement.
Read-only, always
AccountsOS reads your Notion pages. We never write back to Notion, modify your pages, or create anything in your Notion workspace. The connection is one direction only.
Finn finds the right page
Matching by contact and company name means Finn brings up the relevant notes, not a list of everything in your workspace. If it is not confident, you pick from a list.
Nothing applies without you
Every proposed change — value, stage, confidence, next action, tasks — waits for your confirmation. Finn surfaces the proposals; the decisions stay with you.
Frequently asked questions
How does the integration connect?
In Settings > Integrations, click Connect next to Notion. One click, OAuth — no API keys to copy, no webhooks to configure. The connection is per-user, so you set it up once and it works across all the companies you manage in AccountsOS.
What does Finn read from Notion?
Finn reads your Notion pages — the content of the pages that match the deal's contact or company name. AccountsOS is read-only: we never write back to Notion, modify your pages, or create anything in your Notion workspace.
What does Finn propose versus what does it apply automatically?
Nothing is applied automatically. Finn reads the notes and surfaces a set of proposed changes — updated deal value, confidence level (low, medium, or high), pipeline stage, next action with a date, and follow-up tasks with priorities and due dates. Each proposal includes a one-line rationale drawn from what the notes said. You review the list and confirm what you want. Finn proposes; you decide.
Do I need a paid Notion plan?
You need your own Notion account — any plan that gives you access to your pages via Notion's connection. AccountsOS does not charge extra for the integration; it is included on every plan.
What if Finn cannot find the right Notion page automatically?
Finn matches by the deal's contact name and company. If the match is not confident, it shows you a list of recent Notion pages to pick from manually. You can also paste raw call notes directly into the deal — Finn does the same ingest without needing the integration at all.
Can I use this without the Notion integration?
Yes. Paste any call transcript, meeting summary, or client notes into the notes field on a deal and click Ingest with Finn. You get the same proposed updates — stage, value, confidence, next action, tasks — no Notion account needed.
Does this work across all my companies in AccountsOS?
Yes. The Notion connection is per-user, not per-company. Connect once and Finn can pull pages for deals across every company you manage.
How does this fit with the rest of the AccountsOS pipeline?
The pipeline sits inside the same platform as your books. When a deal closes, the contact becomes a client and the deposit invoice is one click away. Finn sees the whole picture — from first notes in Notion to cash in the bank — without any data leaving the platform.
Your notes are already written.
Let Finn do something with them.
14-day free trial, then £20/month. The Notion integration is included on every plan.
Start free trialAlready a customer? Connect from Settings → Integrations