Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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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.

Streamline your FinancialForce integrations

  • Need to connect your product to FinancialForce?

    Leverage the power of the Workato Embedded platform to access 1200+ pre-built connectors to the apps your customers are requesting. 
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  • Build powerful workflows, fast

    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

    One platform

    • Power
    • Agility
    • Speed
    • Innovation

    Streamline your FinancialForce integrations

    Related Solutions & Content

    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

    Let’s start automating

    Schedule a Demo