RootFi

RootFi is a SaaS platform that helps businesses manage and automate their financial reporting and compliance processes. It's used by finance teams and accounting professionals to streamline tasks like reconciliations, consolidations, and audit preparation.

Official docs: https://docs.rootfi.io/

RootFi Overview

• Account
  • Transaction
• Report
• User

Working with RootFi

This skill uses the Membrane CLI to interact with RootFi. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.

Install the CLI