Integrations
59 systems we work with
Grouped by the job we do with each one.
Core systems24
Your CRM, ERP or industry software, read and updated where your records already live.
Salesforce
Accounts, opportunities and the custom data built around them.
HubSpot
Deals, lifecycle stages and what happens once a deal closes.
NetSuite
Sales orders, invoices and ledger entries across subsidiaries.
SAP
Orders, materials and ledger entries read from SAP, with reviewed updates.
Yardi
Rent rolls, charge codes and the ledger they post to.
MRI
Leases and ledger accounts for portfolios on more than one platform.
AppFolio
Units, leases and work orders across every owner entity.
Procore
Change orders and commitments, tied to the ledger that pays them.
Buildertrend
Jobs, schedules and selections, reported to owners and lenders.
ServiceTitan
Technician capacity and job margin, from the jobs and invoices it records.
athenahealth
Eligibility, appointments and claims, under your business associate agreement.
Epic
Admission, discharge and transfer feeds your integration team approves.
eClinicalWorks
Visits, claims and recall lists, under your practice’s agreement.
Clio
Matters, time entries and trust balances from intake to invoice.
Bullhorn
Candidates, submissions and placements, kept clean and measured.
JobDiva
Job orders, submittals and candidate history across every desk.
Avionté
Assignments, timecards and how they pass to payroll.
Checkr
Background checks ordered and tracked from your hiring process.
ServiceNow
IT asset records, incidents and the approvals behind them.
Guidewire
Policy and claim data read from Guidewire for reports and tools.
Duck Creek
Policies, billing and claims reconciled outside Duck Creek.
Vertafore
Policies, renewals and producers in your agency management system.
McLeod
Orders, loads and settlements, measured by lane.
Shopify
Orders, inventory and fulfillments across the systems behind the store.
Communications and coordination7
Email, chat, phone and text, in front of the people who act on them.
Slack
Approvals and alerts answered in the channel.
Outlook
Shared mailboxes, calendars and the attachments that arrive in them.
Twilio
Calls and texts on your numbers, answered and logged.
RingCentral
Calls and texts matched to the contact they belong to.
Zendesk
Tickets tied to the order, account or job that caused them.
Klaviyo
Profiles, activity and consent kept current from your other systems.
Asana
Projects and tasks created and closed by your other systems.
Finance, payroll and billing8
Accounting, payments and payroll, where every entry we make is checked against your books.
QuickBooks
Invoices, payments and bills posted once and reconciled daily.
Xero
Invoices, payments and bank lines matched to their source.
Bill.com
Bills, approvals and payments with a full audit trail.
Ramp
Card spend and receipts matched to the job, project or cost code.
Stripe
Payments, subscriptions and invoices recorded once in your books.
ADP
Payroll inputs and worker records, checked every cycle.
Availity
Eligibility and claim-status checks, with failures listed for a person.
Waystar
Remittances, rejections and denials, sorted by payer and code.
Documents and signature6
Where documents are stored and signed, with filing and signing started from your other systems.
Docusign
Signature requests built from the deal or matter, and filed when signed.
iManage
Workspaces, folders and profiles filed as each matter changes.
NetDocuments
Workspaces and profiles set up from each matter’s details.
Relativity
Load files, review progress and quality checks around an eDiscovery platform.
Dropbox
Shared folders watched, sorted and filed.
Notion
Trackers and how-to pages kept in step with the systems they describe.
Databases and spreadsheets6
Databases, data warehouses and the spreadsheets your teams run on.
PostgreSQL
Database design, changes and the queries that have to stay fast.
Snowflake
Data models, tests and the monthly bill.
Microsoft Excel
Business-critical workbooks, their formulas and the files they feed.
Google Sheets
Shared sheets used for intake or output, with checks behind them.
Airtable
Bases linked to your systems, or moved out once they outgrow Airtable.
OpenSearch
Log storage, search setup and the retention rules that control cost.
Operations and tracking8
Where racks, plant floors, trucks and shipments report in.
NetBox
Devices, racks and IP addresses matched to what is installed.
Sunbird
Racks, power and capacity, checked against inventory and monitoring.
Prometheus
Alert rules, service targets and the data collectors behind them.
VictoriaMetrics
Long-term metric storage that keeps its size under control.
Ignition
Machine readings and their history, read without touching the controls.
Samsara
Vehicle locations, hours and engine data matched to dispatch.
project44
Shipment milestones, arrival times and delays by order.
Blue Yonder
Forecasts and plans compared with what shipped.
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We also work with
- Microsoft 365
- Google Workspace
- Epicor
- Applied Epic
- Autodesk Construction Cloud
- Schneider EcoStruxure
- Sage Intacct
- Sage 300 CRE
Standards we use
- HL7 v2
- FHIR R4
- X12 EDI
- ACORD
- OPC UA
- MQTT
- Modbus
- SNMP
- Redfish
- SAML
- OpenID Connect
- SFTP
Don’t see your system?
If your system can’t connect directly, we work from its file exports or a copy of its database.