FinancialForce integrations and automations

Seamlessly connect FinancialForce with other tools. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Why you should automate with FinancialForce

automate financial data

automate financial data
Streamline order to cash
Speed up procure to pay
turn data into insights

Why these integrations and automations matter:

A mistake in your general ledger today can lead to costly compliance issues in the future. Cut out the manual migrations that cause so many issues by integrating FinancialForce with your other accounting programs. Get more accurate records and simpler financial compliance.
Add all sales transactions

Immediately import sales transactions from Shopify and Quickbooks by integrating these ecommerce applications with FinancialForce. Ensure the accuracy of your ledger entries by detecting and then deleting duplicate entries.
Automate storage

Automatically backup important records by integrating FinancialForce with file storage solutions like Box and Dropbox. If you need to share your records with someone outside of FinancialForce (for audits or compliance, for example), you can securely share access to these files with the appropriate parties.

Do everything in one place

Triggers

When this happens…

FinancialForce

Object created
Object created in FinancialForce
Daily object review
Daily Object review in FinancialForce
Object created/updated
Object created/updated in FinancialForce

Any other trigger you can think up

Actions

Do this…

FinancialForce

Custom action
Custom action in FinancialForce (Custom)
Create object
Create object in FinancialForce
Get related objects Batch
Get related object list in FinancialForce
Search objects Batch
Search for objects in FinancialForce
Update object
Update object in FinancialForce

Any other action you can think up

Let us tailor your FinancialForce integrations

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About FinancialForce Integrations

It’s hard to get a unified picture of your customers when you store customer data in so many different applications. FinancialForce is a customer-centric enterprise resource planning platform (ERP) that lets you get a complete view of your business and its customers. It can help you align sales, services, and finances around the same customer records and insights.

How you can integrate FinancialForce

Connecting your front and back office functions (financials, billing, and delivery)
Aligning sales, services, and financials with FinancialForce <a href='https://en.wikipedia.org/wiki/Professional_services_automation'>PSA</a>
Managing, recognizing, and forecasting revenue with FinancialForce ERP Cloud