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

Connect in 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 works with Zoho through CSV import, AI accounts receivable automation
CSV and Excel import into Finaxis, receivables brought in from any accounting system CSV import
Finaxis works with NetSuite through CSV import, AI-powered collections for larger finance teams

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

  • One-way invoice synchronization from your accounting system
  • 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