Integrations
Seamless Integrations, Limitless Possibilities
Your data should work for you—not the other way around. Finoply integrates directly with the systems you already use, centralizing financial, operational, across your company. No more data silos, manual exports, or disconnected insights.
Connect Finoply to Your Entire Tech Stack
With plug-and-play integrations across ERPs, CRMs, accounting software, and proprietary systems, Planr ensures real-time, AI-powered intelligence that transforms how you track, analyze, and forecast performance.
Seamless Finance & ERP Integration for Smarter Decision-Making
Your finance and ERP systems store essential financial data, but static reports and disconnected systems make it difficult to see the full picture. Finoply integrates directly with your financial and operational platforms, ensuring real-time visibility into cash flow, revenue, and expenses—without waiting for exported reports. Instead of relying on Excel or PDFs, go straight to the source, leveraging AI to connect every data point for a complete, always up-to-date financial view across your portfolio.
Go Beyond Static Reports with Direct CRM Integration
Your CRM is more than just a deal tracker—it’s a goldmine of insights into pipeline health, sales velocity, and revenue trends. Instead of relying on exported Excel or PDF reports, Finoply integrates directly with your CRM, capturing every data point—not just top-line figures. Track conversions, monitor rep performance, and forecast revenue with precision, ensuring a complete, real-time view of your sales pipeline without manual data pulls.
Data Lake Integration for Always-On Intelligence
If you’re already centralizing data for deeper insights, why stop at storage? Finoply seamlessly integrates with your data lake, ensuring our AI continuously analyzes the latest actuals—not outdated exports. Unlock real-time trend analysis, automated anomaly detection, and predictive forecasting, all powered by the freshest data available. Go beyond collection—turn your data lake into a true decision-making engine.
Unify Disconnected Data & Tools
Still relying on spreadsheets and scattered systems for critical insights? Finoply seamlessly integrates with your existing tools, eliminating manual data exports and fragmented reporting. Bring all your financial, operational, and commercial data into one AI-powered platform—so you can act on insights in real time, not after the fact.
Connected Systems. Smarter Decisions.
Stop wrestling with disconnected systems. Finoply unifies your financial and operational data by integrating directly with your existing tech stack—eliminating silos, reducing manual work, and delivering real-time, AI-powered intelligence across your entire portfolio.
- Instant Data Syncing – No more outdated reports—your insights update in real time.
- Cross-Platform Visibility – A single source of truth across financial, operational, and sales data.
- Effortless Automation – Eliminate manual uploads, ensuring seamless data flow between systems.
- Custom API Connectivity – Tailored integrations that fit the unique needs of your fund or portfolio companies.
See Finoply in Action
If your team is spending too much time fighting with multi-entity data and not enough time making strategic decisions, it’s time for a new approach.
See how Finoply can streamline your NetSuite reporting and unlock the insights your business needs to grow.
