Drive the change your organization requires —
streamline your data across all applications

Unify your systems to streamline your data flows and automate the movement of data across the different applications in your ecosystem.

The Salesforce platform enables FinancialForce to be extended with other on platform applications while providing the security and API model to integrate to off platform systems as well.

Completing your business specific solution stack is possible with our pre-built connectors or utilizing our clearly defined APIs. Make the connections you need to effectively move your business forward.

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As all your data is in a single common data platform, you can use generalized integration solutions to integrate with any 3rd party products you have. FinancialForce provides open, standards-based APIs that developers can use for integration. Both RESTful and Web services (SOAP-based) APIs are available to support your development goals. The following processes and transactions are supported:

  • Create, read, update, and delete (CRUD) business data
  • Bulk-load a large number of records asynchronously
  • Expose a near real-time stream of data in a secure and scalable way
  • Add social collaboration features to any application, including push notifications and data feeds
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Below is a list of the integrations that are currently available.
Check back often as we are constantly working to extend the integrations available to support our solutions.


Payment & Cash Management

Access Pay offers Cloud-Based Straight Through Processing solutions for payments and cash management that focus on reducing complexity and simplifying complicated procedures.

Their solutions are fully ERP and file agnostic, allowing them to seamlessly integrate with their clients’ existing systems and improve their bank connectivity.

AccessPay helps clients become more proactive, freeing up valuable time for them to focus on strategic analysis and long term planning.

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Human Capital Management

Human Capital Management plays an important role in an ERP system, particularly for service-based companies. FinancialForce is the customer-centric ERP for time & talent optimization, business model agility, and predictive insights. Your employees expect to do their best work by leveraging world-class solutions to keep their workday humming along.

In order to deliver on the requirements of our customers who need a comprehensive HCM offering, FinancialForce has a strategic alliance with ADP, one of the world’s largest payroll and human resources solutions providers. This strategy provides a comprehensive HCM solution for our customers - by connecting ADP to our PSA and Accounting solutions.

More information


Customer & Credit Card Payments

In a nutshell, Asperato helps Salesforce customers collect payments from all over the world. But, we’re more than that.

We’ve got over 14 years’ experience in this industry – not to mention we’ve just partnered with fellow experts, Payonomy. Right now, we’ve connected over 250 businesses and have processed over half a Billion USD on behalf of our customers.

The talented Asperato team is made up of dedicated pre- and post-sales managers and highly experienced technology and payment specialists – all of whom are ready and able to help you grow your business the way you want.

View on AppExchange


Sales, GST, VAT Tax Management

Sales tax management is a non-revenue-generating burden on your business. If your company is experiencing growth, adding new products, expanding routes to market or adding additional office locations, you could face sales and use tax compliance headaches.. Worse yet, you may be calculating, filing or remitting tax incorrectly, exposing your business to greater audit risk, without even knowing it.

Doing sales tax right in FinancialForce is simple with Avalara AvaTax. AvaTax’s connectors to FinancialForce Accounting and SCM automatically validate the ship-to address, then calculate sales tax in real time for each transaction — all without leaving the FinancialForce platform. Avalara’s Compliance Cloud Platform is continuously updated with the latest sales tax rates, rules and boundaries. Our integration with FinancialForce is seamless, as are our integrations with a number of other Salesforce Apps, so making the switch to Avalara immediately is simple and fast.

Leave the taxing part of your business to Avalara and FinancialForce and get back to what really matters: your profits. Join the tens of thousands of businesses that use AvaTax … and do sales tax right.

More information


Accounts Payable & Payment Automation

AvidXchange revolutionizes the way companies pay their bills. Their software-as-a-service solution has automated the invoice and payment process for more than 6,000 clients throughout North America spanning multiple industries.

AvidXchange provides a complete accounts payable and payment automation solution that integrates to FinancialForce ERP so customers can:

  • Eliminate manual data entry
  • Reduce vendor processing time from 28 days to an average of 2.7 days
  • Eliminate filing cabinets and lost or missing invoices
  • Reduce processing costs by up to 60% or more
  • Facilitate 100% of payments, regardless of how the vendor wants to be paid
B2B Gateway


Founded in Boston, Massachusetts in 1999, B2BGateway is the world leader in the provision of a cloud-based, fully-integrated EDI & API Connectivity solutions for Financial Force users.

B2BGateway’s Financial Force solution is 100% built and maintained by B2BGateway developers. B2BGateway’s solution allows for hassle free, reliable and the seamless exchange of any business documents such as purchase orders, invoices, inventory updates, and advanced shipping notices via any communication method (FTP, AS2, HTTP, API, etc.) and any file type (X12, XML, EDIFACT, CSV, etc.).

B2BGateway’s EDI & API Connectivity solutions for Financial Force are simple to use, competitively priced, highly effective and can increase profitability by reducing the costs associated with manual data entry errors.

Callidus Cloud

Customer Feedback & Surveys

Clicktools is the premium feedback software for business. It enables organizations to improve customer experience by collecting, centralizing, and acting on customer feedback, using surveys, call scripts, and web forms that integrate with CRM. Notably, Clicktools was the first survey provider to integrate with Salesforce™ and was an original member of the AppExchange®. The solution offers enterprise-class features including dozens of question types, smart CRM mapping, dynamic text and questions, multi-language, mobile-friendly surveys, reporting and dashboards, data integrity management, an add-on text analysis solution, and more.

With Clicktools, you can create customer and employee surveys of any kind and combine the responses directly with your FinancialForce solution - all in real time. The result is greater customer satisfaction and loyalty, and a more engaged workforce.

View on AppExchange


Subscriber Relationship Management

Chikpea is the only 100% Salesforce platform Native complete solution-in-a-box for salesforce.

Available on the Salesforce appexchange, this uniquely designed end-to-end solution was modeled for the telecom industry but provides distinguishing features applicable to all markets, such as highly complex billing capabilities, pricing models, bundling, trouble-ticketing, location management and hierarchical summary invoicing.

Founded in 2006, ChikPea's solution suite streamlines front to back office management. The out-of-the-box functionality resolves the challenges arising from the transition from legacy homegrown solutions.

ChikPea is designed to make a complex quoting, pricing, or process model change simple, optimizing your return on investment from your Salesforce decision.

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Cloud Lending Solutions

Loan Origination, Lease Management

Cloud Lending Solutions is a financial services technology company offering a cloud-based, end-to-end lending platform delivering innovation, cost savings, and agility to banks, alternative finance, and equipment lessors. Cloud Lending Solutions digitizes origination, underwriting, servicing, and collections, creating a best-in-class customer experience, supporting consumer, commercial, small business, marketplace lending, and equipment leasing of all sizes.

Cloud Lending Solutions partnership with FinancialForce Accounting (FFA) bring core accounting functions - General Ledger, Invoicing, Accounts Receivable and Accounts Payable - all on the Salesforce platform via the integration with the Cloud Lending Loan or Cloud Lending Lease. By leveraging both Cloud Lending Solutions and Financial Force, clients deploy loan or lease solutions in a highly efficient, error-free and cost-effective solution.

Similar to FinancialForce, Cloud Lending Solutions is also a Salesforce ISV Strategic Partner.

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Complete EDI


Complete EDI provides the world’s easiest, fastest, and most flexible solutions for the Electronic Data Interchange (EDI) industry to help you efficiently connect your trading partners and extend the value of your investment through our market-leading products and world-class support.

Jitterbit EDI, powered by Complete EDI, uses an Industry leading Transformation Engine powered by Jitterbit, with advanced capabilities tailored to EDI that allow for seamless integration to additional systems (ERP & CRM back office) to extend the power of connecting more deeply with your trading partners and add significantly greater value as a product.


Travel & Expense Management

Concur is the world’s leading provider of integrated travel and expense management services and solutions. On the web, on a smartphone or on a tablet, our cloud-based solutions deliver an effortless experience for employees and total transparency into spending, helping organizations of all sizes, industries and locations run better. We can help yours run better, too.
Learn more about FinancialForce & Concur


Document Automation - eSignatures, CLM

Conga is the developer of the most popular document generation and reporting solutions for Salesforce. In partnership with Conga, FinancialForce now offers Conga functionality within our FinancialForce Financial Management solutions. Users can now create richly formatted complex documents, invoices, statements, project summary reports and financial reports directly from FinancialForce object data.

View on AppExchange


Document eSignature

DocuSign transforms how people work, live and connect by providing the freedom to finish business faster on the world’s most trusted electronic signature network. Accessible anytime, anywhere, on any device, the DocuSign Global Network connects companies to their customers, partners, suppliers and employees where they can transact business with confidence. Customers of all sizes solve their paper problems by easily replacing manual, paper-based methods to decrease contract cycle times, reduce costs, improve visibility and control, and enhance customer satisfaction. DocuSign helps your world work better with the easiest, fastest, most secure way to send, sign, track and store documents in the cloud.

View on AppExchange

eBenefits Network

Document eSignature

eBenefits Network is a long-standing partner of the nation’s leading human capital management (HCM) vendors, saving customers time and money by automating employee benefits enrollment through carrier connections and digital forms. With feeds in place since 2005, they have relationships established with 300+ carriers nationwide, processing millions of data points across thousands of feeds.


Employee Expense Management

Simply put, Expensify makes expense reports that don’t suck! With an automatic, two-way FinancialForce integration, every step of the expense management process from receipt capture through approval workflows to reimbursement is automated.

Expensify integrates with FinancialForce Accounting, Professional Services Automation, and Services Resource Planning. With just the click of a button, import all of your FinancialForce expense categories, accounts, projects, assignments, and milestones into Expensify for coding expenses, then export all of this information into FinancialForce for billing clients and capturing a real-time view of your company’s expenses.

Designed with both the end-user and the accountant in mind, Expensify is the only expense management partner of and is the leading expense management solution for FinancialForce clients.


Auditing & Compliance

Fastpath provides comprehensive cloud-based audit solutions to automate and simplify SOX compliance for FinancialForce. Our team has developed audit templates, segregation of duties rules and key out of the box audit reports that make continuous compliance achievable.

Fastpath Assure tells you who has access to your FinancialForce data, and where the risks are in that access.

With Fastpath Assure, you can analyze segregation of duties conflicts, review and sign off on controls, generate compliance reports, create new FinancialForce users, see SOD conflicts before they are created, and edit/terminate existing FinancialForce users.

Host Analytics

Financial Planning & Analysis

Host Analytics is the leader in cloud-based EPM, financial applications including planning, consolidation, reporting and analytics. Their sole focus is to help finance transform their enterprise into a high-performing organization by providing one complete suite with modern functionality and tools in the cloud.

Their complete suite means a single seamless cloud platform so you will never again have to integrate applications, learn different administration languages or swap systems that you outgrow. Plus with no hardware or software to install or maintain, you are up and running fast with Finance managing the application, not IT.


Task Management

Jira is a family of products built to help all types of teams manage their work. Jira offers several products and deployment options that are purpose-built for Software, IT, Business, Ops teams, and more. Products and apps built on top of the Jira platform help teams plan, assign, track, report and manage work. The Jira platform brings teams together for everything from agile software development and customer support to managing shopping lists and family chores.
Learn more about FinancialForce & Jira integration


Integration Platform

Jitterbit delivers a powerful Cloud based integration platform which simplifies and accelerates the design, deployment and management of data, application and API integration. Their Clicks Not Code approach enables clients of all sizes to leverage data across their organizations to drive measurable business value and extend their technology investments. Jitterbit’s Standards based connectivity along with packaged connectors. Allows customers to unlock the value of both cloud and on-premise based technology solutions. 75% of customers are live in 30 days or less.


Talent Relationship Management

As the leader in Talent Relationship Management for today’s social enterprises, JobScience understands that social connectivity is more than a feature – it’s the future. Deployed on the’s platform, Jobscience’s agile solutions bring social, mobile and CRM processes to talent management, keeping corporations and staffing agencies connected with and attracting top talent. For the last four years, Jobscience has been voted the AppExchange Customer Choice Award in HR and Recruiting by customers, and recently won the 2011 Brandon Hall Gold Award for Best Advance in Talent Acquisition Technology. Discover what Jobscience clients already know: Great people, great technology and great companies are all connected.


Customer & Credit Card Payments

Linvio specializes in "cloud-based" solutions for users. Whether you are a start-up, a non-profit, or a Fortune 500 enterprise, cloud-based computing can help your business operate more efficiently, more effectively, and at the same time reduce costs. Their mission is to help companies of all sizes cut costs, and operate like businesses twice their size.

Payment Connect manages credit card, echeck and hosted web payments from inside Salesforce CRM and FinancialForce Accounting . PaymentConnect integrates with PayPal, Google Checkout, Authorize.Net, eWay and WorldPay. Standard integration provided to generate appropriate Invoice, Cash Entry and Journal documents within FinancialForce Accounting.

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Nimble AMS

Association Management

Nimble AMS is a Association Management System (AMS) created by NimbleUser, the association technology experts. Nimble AMS brings together the AMS features you would expect with the power of Salesforce CRM. AMS + CRM=Nimble AMS.

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Oz Development

Order Management

Oz Development is the provider of OzLINK. OzLINK is a set of cloud-based solutions that integrate and extend applications in order management process. OzLINK streamlines functions from eCommerce through to the warehouse and shipping. OzLINK has created value for thousands of customers in industries such as manufacturing, wholesale distribution, and retail.

OzLINK provides integration and automation in the following areas:

  • eCommerce – Integrating eCommerce orders from best of breed applications such as Magento, eBay, Amazon, and ChannelAdvisor into a FinancialForce improves order accuracy
  • Warehouse – Extending the FinancialForce application to improve warehouse operations improves inventory control, operational costs, more easily supporting growth. OzLINK solutions include bar code scanning, multi-order & master picking, printing labels and documents
  • Shipping – OzLINK automates business rules for customers shipping with UPS, USPS, FedEx, OnTrac, DHL Global Mail, Purolator, and Canada Post

Bank Integration

Bank integration with Plaid allows the users of our application to connect their bank accounts to FinancialForce Accounting in a seamless & quick fashion. Plaid enables a direct connection with our user’s banks and bank accounts so that they can import statements for reconciliation. Plaid partners with over 15,000 Financial Institutions across North America & Europe and their APIs power personal applications like Venmo, Coinbase, Robinhood & Acorns, along with enterprise clients like Microsoft, PayPal, Tesla, Workday & ADP.


CRM Integration

Scribe is the leader in CRM data integration solutions, helping businesses maximize their investments in CRM, ERP, industry applications, and other data assets. With over 12,000 customers and 1,000 partners worldwide, Scribe is a proven provider of cost-effective, reliable data solutions that give a competitive advantage to businesses large and small. We offer a wide range of solutions covering cloud, hybrid, and premise integration needs.


Field Service Management

ServiceMax delivers the future of field service, today. With the only complete suite of cloud-based, social and mobile field service solution, ServiceMax gives companies unprecedented capabilities to drive growth, efficiency and customer delight. ServiceMax optimizes everything from contract entitlements to scheduling & workforce optimization, to inventory, parts and reverse logistics and real-time customer and partner portal access. ServiceMax is a pure cloud application so customers are up and running quickly with a low cost subscription model that is completely integrated with their CRM. Customers include large enterprises like DuPont, Electrolux, and Pentair, and smaller companies such as Everyday Wireless and Advanta Clean.

ServiceMax customers can leverage FinancialForce as the financial system of record for their field service business. Closed ServiceMax Work Orders are seamlessly integrated into FinancialForce invoices.

View on AppExchange


Media Management

Shift is the most trusted Salesforce consulting partner for media. Shift implements, configures and customizes the world’s #1 Customer Success Platform and CRM for print, digital, broadcast, outdoor and agencies. When you talk to Shift, you benefit from the accumulated experience of 100+ successful engagements with industry leading media companies. Shift is transforming businesses with a fully integrated media management solution that automates key processes, supports cross team collaboration and provides total visibility from insertion order to invoice fulfillment.

Shift’s media solution works seamlessly with FinancialForce, with implementations inside some of the world's largest media companies. Shift’s integrations with ad servers equip media companies with a comprehensive lead to cash workflow, including reconciliation and invoicing within the platform. Headquartered in Toronto, Canada, with a local presence across North America, Shift provides both remote and onsite service to a global client list.

Trifecta Commerce


Trifecta Commerce will enable you to run your business on a unified commerce platform. Streamline of order entry from within Salesforce and sell online with B2B/B2C storefronts in Communities. Trifecta Commerce is a native app that is built upon standard Products, Price Books and Orders to maximize your investment and provide easy integration within the Platform.


  • Eliminates duplication of data and lowers TCO by deploying Commerce with your ERP, Sales Cloud and Service Cloud.
  • Features and support for both B2B, B2C and B2B2C commerce.
  • Enable eCommerce within Partner or Customer Communities with storefront templates.
Vena Solutions

PBF, Consolidations

Vena Solutions is the leader in cloud-based corporate performance management software. Vena Solutions provides budgeting, planning and revenue forecasting software that offers finance and executive teams an enterprise-class cloud solution that combines Excel with a centralized database, workflow, reporting and analytics. Vena gives you trusted numbers and insights – fast – so you can spend more time on value-added work and make better, faster business decisions. Leverage the investment you have already made in your FinancialForce data, with Vena Cloud Budgeting, Planning, and Forecasting software.


Incentive Compensation

Xactly is a leading provider of enterprise-class, cloud-based, incentive compensation solutions for employee and sales performance management. We address a critical business need: to incentivize employees and align their behaviors with company goals. Our solutions allow organizations to make better strategic decisions, optimize behaviors, increase sales and employee performance, improve margins, increase operational efficiencies, mitigate risk, design better incentive compensation plans, and reduce error rates in incentive compensation calculations.

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Human Capital Management

XCD is more than just HR and Payroll software - it's a complete solution designed to make the complex simple and allow human resources to thrive again within the business.

We achieve this, not only through continuous improvement and development of the solution itself, but by working in complete partnership with you, helping you tackle all of your HR and Payroll challenges head on.

Our formula for success starts with this - scoping out the real issue with you to identify how the XCD system can help transform your human resources.

We like to think big but start simple, phasing implementation to ensure you get the basics sorted simply. Then, you set the pace and direction for the rest of the journey.

With XCD, implementation is swift and secure, and enables you to improve your HR performance over time. Your dedicated HR implementation consultant will be with you every step of the way.

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Shipping on Platform

Zencraft is an award-winning company focusing on building shipping applications for Salesforce. Zenkraft currently have FedEx, UPS and USPS shipping apps that allow Salesforce users to process shipments, generate labels and track packages using Chatter.

Zenkraft have over 700 customers and 1000s of users adopt our applications. Our customers range from SMBs to Fortune 500's including Hilton, TicketMaster, Red Bull, Nestle and Lenovo.

Zenkraft’s customers have noted tremendous operational efficiencies by using this application: 50% reduction in time-to-ship, 12x faster shipment tracking and 60% increase in operation efficiency.

View on AppExchange


Configure Price Quote for Services

Selling services requires a unique set of capabilities that are not available in traditional CPQ platforms: timelines, roles and skills, tasks, milestones, projects, services pricing models and service type mix, and automated proposal generation. Zimit Services CPQ is purpose-built for selling services, delivering a more efficient process, with seamless integration with FinancialForce PSA, resulting in a real time view of demand and capacity from opportunity to delivery.

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