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  1. Home /
  2. Provisioning /
  3. Finance /
  4. Koinly

Automate Koinly User Provisioning
Without SCIM

Koinly does not currently offer SCIM-based user provisioning. Stepwork automates Koinly provisioning with 98% accuracy — no API required.

Koinly

koinly.io ↗
No SCIM Support
Category: FinanceSign-On: PasswordSCIM: Not supported

Why This Is Painful

Primary: No enterprise provisioning controls.
  • Manual access management, audit gaps, user risk.

Technical Constraint

Koinly does not document SSO or SCIM, relying on user-managed authentication. Complexity Vector: Financial data access is controlled via UI-only flows, making traditional automation impossible and necessitating Stepwork for evidence-grade automation.

How Stepwork Solves This

Automate the collection of access evidence from Koinly for audits. Koinly lacks native identity controls, increasing compliance risk. Stepwork captures access changes and workflows without manual effort, which is why teams use Stepwork to automate Koinly flows with 98% accuracy without needing an API.

How Stepwork Authenticates to Koinly

OktaMicrosoft Entra ID1PasswordGoogle Workspace
  • ✓Full MFA support — OTP, passkeys, push notifications
  • ✓Signs in via your SSO / identity provider
  • ✓No service accounts or separate credentials
  • ✓Every action logged and auditable for SOC2 / GDPR

Works Alongside Your Stack

Identity
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Compliance
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Data
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Frequently Asked Questions About Koinly Provisioning

Does Koinly support SCIM?

No. Koinly does not currently offer SCIM-based user provisioning, leaving IT teams to manage user lifecycle changes manually.

How do you automate user provisioning in Koinly?

Stepwork automates Koinly provisioning through interface automation — the same way a human would, but with 98% accuracy and no API required. Record the flow once, and Stepwork runs it on demand or on a schedule.

Is Stepwork secure for Koinly?

Yes. Stepwork authenticates to Koinly through your existing identity provider (Okta, Microsoft Entra ID, 1Password, etc.) and completes MFA natively — including OTP, passkeys, and push notifications. No separate credentials or service accounts are needed.

What are the risks of manual Koinly provisioning?

The primary risk is no enterprise provisioning controls.. Additional risks include manual access management, audit gaps, user risk.. Stepwork eliminates these risks by automating the entire provisioning workflow.

Does Stepwork bypass Koinly MFA?

No. Stepwork completes MFA exactly like a human user — supporting OTP, passkeys, push notifications, and other methods. It signs in through your existing identity provider, mirroring your organization's security posture.

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Automate Koinly Provisioning

See how Stepwork provisions users in Koinly with 98% accuracy — in a 15-minute demo.

Book a Demo