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Financial Integration

mobileReal-Time Financials

With the financial integration add-on, pull in key financial details to your client profiles, or daily reports to the Financial Dashboard so you and your team are no longer operating on historical data.

Screen shot 2013-10-16 at 3.33.01 PMSingle Entry

Save time and money! Eliminate tedious duplicate entries by integrating your existing financial system. We have built a bridge to many popular financial management applications, cloud-based and on-premise.