
Sync CRM data to connect sales pipelines with revenue and forecasting insights.
Salesforce manages customer relationships, sales pipelines, and growth operations.
Connect cards, spend, and cash accounts for unified financial visibility and control.
Sync corporate card spend and expenses for real-time visibility and spend controls.
Streamline FP&A with automated planning, reporting, and forecasting workflows.
Consolidate financial data to support planning, reporting, and strategic analysis.

Manage SaaS sales tax compliance and reporting with automated workflows.

Automate sales tax calculation and compliance across jurisdictions.
Automate accounts payable and receivable with integrated approval workflows.

Sync City National accounts for accurate balances and transaction visibility.
Build dynamic financial models and forecasts using continuously updated data.
Automate expense tracking, approvals, and employee reimbursements with ease.
Connect Fulton Bank accounts to centralize cash and transaction reporting.
Connect global HSBC accounts to monitor cash positions across regions.
Automate invoicing, collections, and payment tracking across customers.
Integrate JPMorgan accounts for real-time cash and payments data.
Automate bank payment workflows and modern treasury operations at scale.
Combine cards, expenses, and payments into a single unified spend platform.
Power financial planning, budgeting, and forecasting with live connected data.
Connect to 12,000+ banks to securely import balances and transaction data.
Sync PNC corporate accounts for real-time treasury insights.
Manage purchasing, approvals, and company-wide spend controls across teams.
Sync employee, payroll, and finance data to streamline workforce operations.
Automate payouts and vendor payments across multiple global payment methods.
Track burn rate, runway, and forecasts with real-time financial visibility.
Manage complex intercompany transactions and automate reconciliation workflows.
Sync financial data to power analytics, reporting, and business intelligence.
Centralize entity management, compliance, and ownership data in one place.
Process payments and sync revenue data across customers and products.
Automate revenue recognition and subscription analytics with real-time reporting.
Simplify sales tax calculation, filing, and compliance reporting workflows.
Automate global payables, tax compliance, and supplier onboarding workflows.
Integrate commercial accounts for automated balances and transaction updates.