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What is Integrify?

Integrify is a cloud-driven, low-code platform designed for automating workflows, enabling businesses to streamline processes, create interactive forms, and establish self-service portals. Additionally, it provides capabilities to monitor performance metrics and track activity through detailed audit trails. With its open API, Integrify seamlessly connects with a variety of enterprise applications such as ERP, HRIS, and CRM, allowing clients to effortlessly exchange data across different systems within any workflow. To ensure the success of automation initiatives, we provide comprehensive support that includes dedicated account management, thorough implementation services, and training. Our platform offers numerous benefits, including unlimited forms, processes, file and document storage, transactions and requests, audit trails, reports, and dashboards, along with a branded self-service portal and API integration. Furthermore, we supply free starter templates for workflow apps and assign a dedicated account manager to each client to facilitate their journey.

What is CollectCue?

CollectCue helps small bookkeeping firms reduce the time spent chasing clients for missing documents. It brings document requests, upload status, reminders, and file review into one clear workflow. Bookkeepers can create recurring request lists, send clients a simple secure upload link, and see which documents have been received, which are still missing, and which need review. Clients can upload files without creating an account or using a complicated client portal. CollectCue is well suited to month-end close, tax preparation, cleanup work, and onboarding. Plans start at $19.90 per month, with a 30-day free trial available.

Media

Media

Integrations Supported

Deltek Costpoint
GovWin IQ
IBM Cognos Analytics
Microsoft Dynamics 365
Microsoft SharePoint
Okta
Oracle Cloud Infrastructure
Oracle PeopleSoft
Planview Portfolios
SAP CRM
SAP Concur
SAP Crystal Reports
Sage Accounting
Salesforce
Slack
Tableau

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$30/mo/user
Subscription-based. Named or concurrent user options available. Unlimited processes, forms, reports, file storage, transactions, audit trails.
Free Trial Offered?

Pricing Information

$19.90/month
CollectCue offers a 30-day free trial. Paid plans start at $19.90 per month. Growth is $39.90 per month, and Pro is $69.90 per month. Plans vary by billable client limits and monthly reminder email volume.
Free Trial Offered?

Supported Platforms

SaaS
On-Prem

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

Integrify

Date Founded

2002

Company Location

United States

Company Website

www.integrify.com

Company Facts

Organization Name

CollectCue

Date Founded

2026

Company Location

United States

Company Website

www.collectcue.com

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Compliance

Archiving & Retention
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Version Control
Workflow / Process Automation

Document Collection

Not specified

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Process Documentation

Not specified

Workflow Automation

Not specified

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Document Collection

Not specified

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