If you host with AWS, Financica can pull your invoices in automatically. When you open an expense that looks like an AWS invoice, a banner offers to connect AWS.
How to connect
- Open an AWS expense, or go to Settings > Integrations > Amazon Web Services.
- Choose a connection method:
- IAM role (recommended). Create a role in your AWS account that lets Financica read your invoices, and paste its ARN. If a one-click button is shown, it opens AWS CloudFormation with everything pre-filled; otherwise copy the two policy snippets from the page into a new IAM role. Nothing secret leaves your AWS account.
- Access keys. Create an IAM user that can only read invoices (the exact policy is shown on the page) and paste its access key pair.
- Financica verifies the access and immediately starts importing.
Connect your payer (management) account: in an AWS Organization, member accounts don't own the invoices.
What gets imported
- Every invoice. Each AWS invoice becomes an expense with the official PDF and any supplemental tax documents attached. In an AWS Organization, AWS issues one invoice per account each month, and all of them are imported.
- Real bookkeeping data. Totals, tax breakdowns, currencies and due dates come straight from AWS's invoicing records, and the supplier is the actual issuing entity (for example "Amazon Web Services EMEA SARL").
- Automatic posting. New invoices are booked against an AWS hosting expense account at their gross amount (what the usage cost). Any un-credited remainder stays unpaid until you reconcile the matching bank payment.
- Credits, handled properly. Credit grants are booked automatically as income against an AWS Credits asset account, and every invoice draws the asset down by the credits it consumed. Your books show the real usage cost, the credits consumed, and how much credit value remains; the integration page lists each invoice's gross amount, credits applied, and net amount, plus your remaining credit balance.
About credit grants
Financica reads your credits from AWS and books each grant once, dated at the credit's validity start, as a journal entry debiting AWS Credits and crediting AWS credit grants (an income account; recategorize the entries if you prefer another one). Two AWS-side caveats:
- Credit data only reaches about one year back, so a credit that was fully used up more than a year ago won't be visible. Record such an old grant once manually and everything balances.
- Reading credits requires "IAM user and role access to Billing information" to be activated in your AWS account settings. Only the account's root user can enable it (Billing console, Account page). If it's off, invoices still import fine and the integration page shows a reminder.
Good to know
- Access is read-only and limited to invoices: Financica can never change anything in your AWS account.
- New invoices are picked up automatically on a regular schedule; you can also trigger a sync from the integration page.
- Credit memos and payment receipts are not imported.
- When deleting the integration, you can tick "Also delete all associated data" to remove every imported invoice, its bookkeeping entries and the attached documents in one go.