Wave Financial icon connected icon microsoft-teams icon

Wave Financial and Microsoft Teams integration

Easily show your live Wave Financial data inside Microsoft Teams

Get the power of a smart assistant that talks to your Wave Financial data and pin relevant Adaptive Cards to the built-in dashboard

Screenshot of Microsoft Teams
App picker with Wave Financial selected
Wave Financial icon

Wave Financial

Live data

Your Wave Financial data is now securely showing in Microsoft Teams

Wave Financial icon connected icon microsoft-teams icon

Summon the power of your Wave Financial data right inside Microsoft Teams or Outlook with adenin. Our smart integration embeds a smart chatbot right where you need it. Now, pulling reports, summaries, or detailed financials is as easy as asking a question. It's even neater with Adaptive Cards that present your data in a clear, interactive format.

Here's what makes this integration a game-changer:

  • You get a built-in dashboard within your Microsoft 365 environment. It centralizes your data and eliminates the back and forth between multiple apps.
  • Say hello to our smart chatbot. It's like having a digital assistant who knows all about your Wave Financial data. Just ask a question, and your answer appears.
  • Our integration rides on forms to collect any additional input needed. It's smart and interactive.
  • Stay connected on the go. The integration works in Outlook too, so your financial data follows you wherever you roam.
  • Integration with Microsoft 365 and MetaOS app. It brings together all your tools and data for a unified workflow.

Ready to make your financial data smarter and more accessible? Start your free account with adenin today and get your financial data working for you.

Connect Wave Financial to Microsoft Teams now

About adenin’s Microsoft Teams channel

Ask your adenin smart assistant anything in Microsoft Teams, just like you would ask a colleague. The built-in language processor, understands user questions naturally and pulls up the correct real-time data to fulfill their request. Save your team valuable time... Read more

Alternative chatbot to Microsoft Teams

Frequently asked questions about Microsoft Teams Wave Financial integration (FAQ)

What data sources are available for Wave Financial?

Wave Financial provides the following 0 data sources:

Is the Microsoft Teams integration free?

Yes, Microsoft Teams is one of the channels built-in into adenin, a platform that integrates all kinds of work apps into a personal dashboard as well as your other work applications, such as intranets or chatbots. Bear in mind that, even though channels such as Microsoft Teams are free, the use of adenin (including using data from Wave Financial) incurs usage charges according to your plan. See the pricing page for details →

Who is the Microsoft Teams integration for?

adenin’s Microsoft Teams connector is a popular choice for Finance & Accounting teams at small to large organizations. The data sources that are built into Wave Financial (see above) are incredibly simple to integrate into Microsoft Teams and don't require any technical know-how. The adenin platform completely handles authenticating with Wave Financial and then loads your data into an Adaptive Card layout that, in turn, will be embedded into Microsoft Teams.

Do I have to be a developer to use the Microsoft Teams integration with Wave Financial?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where Wave Financial is just one of many examples (see others). As such, we designed many tools that reduce the amount of coding expected of users: Starting with the Wave Financial integration, which you can set up yourself in just a few, completely code-free, steps (see instructions).

Then with the built-in Card designer we automatically generate a layout from your Wave Financial data. You could tweak this further in the low-code designer, either yourself if you have some HTML-related skills, or with a little help from us – just reach out to one of the team.

Lastly, there will be the Microsoft Teams integration which is self-explanatory to install. Just check the installation instructions section for more details.

How does adenin ensure my Wave Financial data is safely delivered to Microsoft Teams?

We use the secure OAuth standard which means you authorize adenin accessing your Wave Financial data and in turn authorize us to share this data with Microsoft Teams. Both of these authorizations can be revoked by you at any point through the Linked accounts menu (requires user account). No data is ever stored on adenin servers, instead it is directly sent to the client (in this case Microsoft Teams) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.

Install Wave Financial integration for Microsoft Teams

With adenin you can easily integrate any business app into Microsoft Teams

  1. Click the Add button below

    adenin logoAdd Wave Financial to adenin
  2. Either log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your Wave Financial integration will start.

  3. Follow the steps in the modal by clicking Next including selecting your data source, authorizing your Wave Financial account and more attributes (if they are required).

    At the end click Finish and our built-in smart technology generates a Card with the live data it received from the Wave Financial API.

    Image of Wave Financial securely connecting with authorization from user
    Wave Financial icon

    Wave Financial

  4. Your Card will now appear on your adenin dashboard.

  5. Modify or embed your Wave Financial Adaptive Card from the ··· button in the top right-hand corner of your card:

    Click Edit in Designer to open the Card’s layout in the low-code Adaptive Card designer.

    By clicking Share you can see options for embedding your Card into intranet and chatbot channels. For example, your Wave Financial works as a SharePoint web part, or with chatbots such as Microsoft Teams.

To begin, add the adenin’s Microsoft Teams integration to your Microsoft Teams account.

Simply follow the Add to Teams button to open the adenin app in Microsoft Teams. Click Add to add it to your Teams account.

Then you can choose between Chat and Dashboard to either speak to the chatbot or see your personal dashboard.

If you see an error message like this, it's likely that you don't have the correct permissions to install our Teams app. Please contact your administrator.

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With all our other apps, your possibilities are endless

adenin’s Microsoft Teams integration isn't just limited to Analytics applications, such as Wave Financial. Truly transform your Microsoft Teams experience by simply browsing our App Directory for all your other work tools.

It’s like a personal homescreen where you can monitor everything with ease and from one central location.

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