Why you should automate with FinancialForce
automate financial data
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
Customize your FinancialForce integration with the following
triggers and actions.
Triggers
When this happens…
FinancialForce
- Object createdObject created in FinancialForce
- Daily object reviewDaily Object review in FinancialForce
- Object created/updatedObject created/updated in FinancialForce
Any other trigger you can think up
Actions
Do this…
FinancialForce
- Custom actionCustom action in FinancialForce (Custom)
- Create objectCreate object in FinancialForce
- Get related objectsGet related object list in FinancialForce
- Search objectsSearch for objects in FinancialForce
- Update objectUpdate object in FinancialForce
Any other action you can think up
Let us tailor your FinancialForce integrations
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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
