Integrations

Plugs into the stack you already run.

Communications, payments, accounting and productivity alongside your customer records. Finance teams also have specialist lender and credit connections. Provider availability, account setup and permissions apply.

Communications & scheduling

Keep channels connected to customer records.

TwilioSMS & voiceZoomCalls & meetingsGmailEmail syncOutlookEmail sync
iMessageCustomer conversations
RingCentralTelephonyMicrosoft TeamsVideo & team chatSlackTeam alertsCalendlyAuto-book follow-ups

Productivity & AI

The output lands where your team already works.

OpenAIDocument analysisClaudeAI workspace assistanceGoogle SheetsLive pipeline exportsExcelSpreadsheet syncmonday.comBoards & CRM syncDocuSignContracts signed in-threadQuickBooksConnected accountingZapierPush events anywhere

Finance Pack: funding & lender network

Submit packaged files straight into funder workflows.

CrediblyDirect funder submissionsBitty AdvanceDirect funder submissionsSmartBizSBA & bank-term submissions
Spectra LendingDirect funder submissions
LNDRDirect funder submissions

Data, credit & payments

Underwriting signals and money movement, wired to the file.

PlaidBank linking & verificationExperianBusiness & consumer creditDataMerchMerchant default databaseStripeFees & disbursementsFinixPayment processing & payouts
Book a Demo

See your working day come together.

Customers, conversations, delivery and payments in one workspace. Tell us what your team does and we’ll tailor the walkthrough.

  • Reply within one business day1-day reply
  • Live walkthrough, no obligationNo obligation
  • SOC 2-aligned data handlingSOC 2-aligned