Native integrations with your favorite tools

Finaxis connects directly to your accounting and CRM systems. Setup in just a few clicks, automatic synchronization, zero friction.

Instant setup

Deploy in under 5 minutes with no development required

Secure connections

OAuth authentication and end-to-end encryption

Real-time sync

Your data flows automatically between all your systems

Integrations

Our software integrates with leading accounting and CRM software

Accounting Software

Finaxis native Zoho integration — automated invoice sync for B2B collections
Finaxis native NetSuite integration — AI-powered collections for mid-market companies

CRM

Finaxis Salesforce CRM integration — predictive AR scoring enriched by customer data
Finaxis Microsoft Dynamics integration — AR automation for growing businesses
Finaxis Pipedrive integration — automatic sales and billing data sync for collections

An open and flexible ecosystem

We integrate with the most popular platforms and remain open to new integrations.

Accounting Software

  • Bidirectional invoice synchronization
  • Automatic payment updates
  • Automatic reconciliation
  • Collection report exports

CRM Systems

  • Complete communication history
  • Customer profile enrichment
  • Automatic event-based triggers
  • Consolidated dashboards

Need a custom integration?

We are open to partnerships with technology and financial solution integrators.

Contact us