API Boutique Support

Welcome to the API Boutique Support page. This is your go-to resource for troubleshooting issues, finding key documentation and getting help from our team.

API Boutique, the platform designed to simplify treasury and finance workflows. With API Boutique, you can sync real-time bank data directly into Excel, set up rule-based smart notifications to keep teams informed, and soon, connect everything seamlessly into Power BI.

If you're new to API Boutique, here are the first steps to get up and running:

1. Activate your account using the credentials you received by email or sign up directly on the platform (self-signup is coming soon and will allow users to register and manage their setup without needing an invitation).
2. Connect your bank accounts or other financial systems by providing consent within the platform. Currently, new bank accounts need to be added manually. To request a new account connection, email us at info@automationboutique.com. The respective bank will contact you directly to complete the onboarding process and obtain your signed approval. We're actively working on making this a fully digital and self-service experience.
3. Install the API Boutique Excel Add-In from the Microsoft Store.
   1. Open Excel.
   2. Go to the Insert tab.
   3. Click on Get Add-ins.
   4. Search for API Boutique.
   5. Click Add.
   6. Once installed, you'll find the Add-In in your ribbon, ready to launch.
   If you're having trouble, you can download the API Boutique Excel add-in manifest XML file and install it manually. More details on the manual installation process can be found here in the Microsoft official documentation.

   WARNING: This is a manual installation process and may not work for all users. The official download from the Microsoft Store is the recommended way to install the add-in. If you encounter any issues with the official download, please contact support first at support@automationboutique.com before trying the manual installation.

4. Load your financial data, such as balances or transactions, directly into Excel through the Add-In. After installing the Add-In, open it from the ribbon, select your connected bank accounts and preferred data range, and follow the step-by-step prompts to import data into structured sheets.
5. Set up smart notifications to alert your team about important financial events. You can configure rules inside the API Boutique platform — for example, to notify specific team members when payments above a certain threshold are received or when account balances fall below a set level. Notifications are sent via email and can be tailored to each user's needs.

The API Boutique Excel Add-In follows a simple, guided three-step process:

If you can't find what you need, we're here to help.

Please include relevant screenshots or error messages when reaching out. This helps us resolve your issue faster.

Have an idea or feature you'd love to see? Want to report a bug?

📬 Email us at support@automationboutique.com or use the feedback form on the platform. We review every suggestion and appreciate your input.