List of Finity Integrations

This is a list of platforms and tools that integrate with Finity. This list is updated as of May 2026.

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    Xero Reviews & Ratings

    Xero

    Xero

    Unlock effortless financial management with unparalleled savings today!
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    Company Website
    Enjoy a remarkable 90% discount for a duration of six months on Xero's acclaimed accounting and online bookkeeping platform. Known for its elegant simplicity, Xero provides a diverse array of features that enable businesses to handle their financials with ease, including invoicing, inventory oversight, bank integrations, payroll management, detailed reporting, and app connectivity for a unified experience. Whether a small startup or a large enterprise, Xero has tailored plans that accommodate businesses of any scale, ensuring ample opportunities for expansion. With a robust ecosystem of interconnected applications and links to financial institutions, Xero empowers small businesses to access numerous tools within its versatile platform, promoting efficient operation and financial management. Additionally, for accounting and bookkeeping firms, Xero delivers robust compliance functionalities, innovative practice management solutions, and a centralized cloud-based accounting ledger that provides a comprehensive view of all clients in one accessible location. Xero enhances efficiency by automating data entry through direct integration with banks, invoicing software, point-of-sale systems, and other sources. This secure connection to business bank accounts eliminates the need for manual data entry, and the intelligent bank reconciliation feature adapts to user preferences, further optimizing the reconciliation process while saving time. Ultimately, Xero provides a seamless experience that is both user-friendly and highly effective for financial management.
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    Salesforce Reviews & Ratings

    Salesforce

    Salesforce

    Empower your small business with scalable, all-in-one CRM solutions.
    Salesforce’s CRM offerings for small businesses come in two comprehensive suites: Starter Suite and Pro Suite, each crafted to fuel growth by connecting key business functions in one seamless platform. Starter Suite is ideal for small businesses beginning their CRM journey, combining marketing, sales, service, and commerce tools with easy setup and AI-driven guidance, supported by a free 30-day trial and 40% off pricing. Pro Suite elevates this experience with greater customization options, powerful automation, real-time chat, sales quoting and forecasting, and access to hundreds of additional apps via AppExchange, making it perfect for businesses with evolving and complex needs. Both suites include features such as campaign templates, smart segmentation, case management, and storefront builder, allowing businesses to build strong customer relationships and grow revenue across multiple channels. Pro Suite customers also benefit from enhanced pipeline visibility, streamlined payment processes, and comprehensive customer service automation to improve operational efficiency. Salesforce’s rich resource ecosystem — including Trailhead courses, live events, and an active community — supports businesses in maximizing their CRM investment. Customer testimonials emphasize the scalability and flexibility of these solutions, showing how Salesforce adapts to changing business demands. Whether launching or expanding, these CRM suites ensure companies have the tools they need to succeed and scale without switching platforms.
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    HubSpot CRM Reviews & Ratings

    HubSpot CRM

    HubSpot

    Transform customer engagement with an all-in-one platform.
    HubSpot serves as an AI-driven customer platform that combines all the essential software, integrations, and tools required to unify your marketing, sales, and customer support efforts. By utilizing HubSpot’s connected platform, businesses can accelerate growth by prioritizing the most critical aspect of their operations: customer engagement. The HubSpot CRM goes beyond being merely a tool; it is the core of your business operations. This CRM solution empowers your team to cultivate stronger relationships with customers, fundamentally changing how you communicate with them. It provides a seamlessly integrated environment for sales, marketing, and customer service, enabling deep insights into your customer interactions. Everything is neatly organized within an intuitive dashboard that boosts your team's productivity. As your business evolves, our platform is built to scale, offering adaptable solutions that cater to your changing requirements. Additionally, HubSpot CRM features a robust free version filled with vital functionalities, making it an excellent option for forward-thinking businesses. This innovative CRM is set to redefine customer management; every customer interaction represents a chance for growth and improvement. You can schedule a demo to explore our premium offerings, or you may begin using our extensive range of free tools right away.
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    Zoho CRM Reviews & Ratings

    Zoho CRM

    Zoho

    Transform leads into customers with intuitive, powerful tools.
    Zoho CRM presents a user-friendly and organized interface enriched with distinctive features designed to enhance the chances of converting leads into customers. Its intuitive dashboard enables users to execute 'macros' that optimize the process of reaching out to leads, while also facilitating the monitoring of sales progress. Additionally, administrators are equipped to oversee missed opportunities and identify top-performing agents, empowering them to make informed decisions that can significantly influence the business through the use of comprehensive sales reports. With these tools at their disposal, businesses can fine-tune their strategies for greater effectiveness.
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    QuickBooks Online Reviews & Ratings

    QuickBooks Online

    Intuit

    Streamline your accounting, save time, and boost profits!
    QuickBooks Online stands out as the leading accounting software globally. This platform streamlines the accounting process, making it the top choice for small businesses, as it allows for effortless tracking of receipts, income, transactions, and more. Users have the convenience of capturing photos of receipts to associate them with expenses, ensuring everything is well-organized. Our customer support team is always ready to assist with any inquiries regarding QuickBooks. To maintain operational efficiency, you can utilize your favorite applications, as QuickBooks Online is designed to work seamlessly on PCs, Macs, tablets, and smartphones. By clicking the link, you can access a 30-day free trial and enjoy a 50% discount for the first three months of service. Beyond basic accounting functions, QuickBooks offers tools to help you monitor your income and expenses effectively, making tax preparation less daunting. On average, customers report saving $3,534 annually, showcasing the software's financial advantages. Should you require further assistance, QuickBooks Live is available to help keep you organized and prepared for tax season. Additionally, QuickBooks Mobile provides the flexibility to manage your business operations from anywhere at any time, ensuring you’re always in control of your financials.
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    Zapier Reviews & Ratings

    Zapier

    Zapier

    Automate workflows effortlessly with AI-powered integration solutions.
    Zapier is a powerful AI and automation platform built to help teams orchestrate workflows across their entire tech stack. It connects more than 8,000 apps, enabling seamless automation between tools, data, and AI systems. Zapier allows users to create advanced multi-step workflows enhanced with AI decision-making. Teams can build custom AI agents that handle tasks like lead qualification, IT support, and customer responses. AI chatbots and AI-assisted workflow builders make automation accessible to non-technical users. Zapier centralizes data using tables and forms to power intelligent automations. The platform provides enterprise-grade security with SOC 2 and SOC 3 compliance. Full observability ensures teams can monitor, audit, and optimize every automation. Zapier supports role-based access controls and single sign-on for enterprise governance. It scales from personal productivity to company-wide automation programs. Zapier helps organizations move faster without sacrificing control or security. It enables real-world AI adoption that delivers measurable ROI.
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    JobAdder Reviews & Ratings

    JobAdder

    Job Adder

    Empower your recruitment: streamline, connect, and succeed effortlessly!
    JobAdder serves as a comprehensive recruitment platform tailored for both staffing agencies and internal hiring teams. Each day, over 10,000 individuals utilize JobAdder, which empowers recruiters to focus on relationship-building rather than being bogged down by technology. The platform features a user-friendly, customizable dashboard that accommodates the needs of corporate recruiters and staffing firms alike. Its cloud-based nature enables modern users to recruit seamlessly from any location and on any device, enhancing flexibility in the hiring process. Additionally, JobAdder allows recruiters to post job listings across more than 200 job boards and social media channels, significantly broadening their outreach. For assistance, the Customer Support Pirates are accessible six days a week, ready to address inquiries via email, phone, and live chat, ensuring users have the help they need whenever they encounter challenges. This level of support further reinforces JobAdder's commitment to enhancing the recruitment experience.
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    Recruit CRM Reviews & Ratings

    Recruit CRM

    Recruit CRM

    An easy-to-use, AI-powered ATS + CRM system for recruitment businesses
    Recruit CRM is a user-friendly and highly acclaimed recruiting solution that offers a wide range of powerful features to streamline the recruitment process and enhance efficiency. Automated sequencing Create automated email, LinkedIn, and SMS sequences once and maintain consistent follow-ups at scale. Improve response rates, reduce candidate no-shows, and free up recruiter time with hands-free communication. Chrome extension Turn LinkedIn, Xing, or ZoomInfo profiles into structured candidate records with a single click. Skip manual data entry and keep your CRM accurate and up to date. Candidate submissions to clients Share candidates through clean, professional submissions and collect feedback using a simple yes/no decision workflow. Eliminate confusion, reduce turnaround time, and accelerate hiring decisions. Kanban board Get a real-time, visual overview of your hiring pipeline. Easily move candidates across stages, assign tasks, and track progress across roles from one board. Built-in calling Make and record calls directly within the CRM and automatically log every interaction. Keep all candidate and client conversations documented and easily accessible. AI candidate sourcing Describe your ideal candidate using simple prompts and let AI surface the most relevant profiles. Find the right talent faster and focus more on engagement than searching.
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    SendGrid Reviews & Ratings

    SendGrid

    Twilio SendGrid

    Empower your email strategy with seamless, scalable delivery solutions.
    Join the email service that developers and marketers rely on for efficiency, scalability, and expertise in delivery. The Twilio SendGrid Email API, along with its unique Mail Transfer Agent (MTA), user-friendly console, robust features, and knowledgeable email professionals, simplifies the process of ensuring your emails are delivered swiftly and seamlessly. Whether your needs involve sending a mere 100 emails or an astounding 100 billion, SendGrid is designed to grow with you, all while enhancing inbox placement and maintaining your reputation as a reliable sender. You can keep an eye on engagement metrics and improve deliverability through our Deliverability Insights dashboard. Additionally, you can easily integrate with our RESTful APIs and SMTP in just minutes, utilizing sample code libraries available in seven different programming languages, along with interactive documentation, templates, and an array of other resources to support your email initiatives.
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    Bullhorn Reviews & Ratings

    Bullhorn

    Bullhorn

    Streamline staffing success with our all-in-one recruitment solution.
    Bullhorn is a leading recruitment platform that centralizes and automates all aspects of the staffing process. Designed for staffing agencies, it includes modules for applicant tracking, CRM, and real-time analytics, along with powerful automation tools that streamline operations. Bullhorn's AI-driven agents automate tasks such as sourcing candidates, screening resumes, and qualifying leads, allowing staffing businesses to focus on high-value activities. The platform’s integration with other tech solutions ensures a customizable and scalable experience that helps agencies improve efficiency, boost placements, and maximize profitability.
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    Recruitly Reviews & Ratings

    Recruitly

    Recruitly

    Elevate recruitment efficiency with seamless integrations and collaboration.
    Streamline your hiring process with our flexible pipelines, integrated job postings, and effortless connections to your preferred tools. The key to successful recruitment lies in strong collaboration, making it vital to choose a platform that enhances teamwork. Recruitly® provides you with all the essential tools to connect with clients, candidates, and your team with ease. Boost your brand visibility, highlight your offerings, and actively engage your audience to maintain an edge over your rivals. Our marketing and promotional features are specifically crafted to intrigue your audience and elevate your brand recognition. Recruitly integrates smoothly with various software solutions that your organization already employs, simplifying both recruitment tasks and everyday operations. With a wide range of extensions, plug-ins, and integrations at your disposal, you can focus on what really matters in your recruitment initiatives and propel your success forward. Additionally, our platform continuously adapts to the evolving demands of the recruitment industry, ensuring you remain agile and effective in your approach. This ongoing evolution allows you to leverage new trends and technologies, further enhancing your recruitment capabilities.
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    Loqate Reviews & Ratings

    Loqate

    GBG

    Empower precision address verification for superior customer experiences.
    Utilize the most accurate global location data to confirm addresses effectively. Deliver exceptional experiences to every customer, regardless of where they are situated. Users can conveniently enter their addresses via an intuitive, single-line entry system on any device or platform. This method accelerates and enhances the accuracy of online transactions, thanks to type-ahead and predictive technologies. Additionally, it serves as the most effective way to refresh and refine address information, ensuring outstanding quality and precision. By streamlining how people input their locations, the user experience is greatly improved across various platforms. Such innovations enable businesses to effortlessly maintain current and trustworthy address records, ultimately fostering greater customer satisfaction. This approach not only benefits users but also supports companies in optimizing their operational efficiency.
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    Credas Reviews & Ratings

    Credas

    Credas

    "Streamline identity verification with secure, real-time technology."
    Credas is a cutting-edge platform tailored for digital identity verification and compliance, aiding businesses in confirming customer identities, executing anti-money-laundering measures, following Know Your Customer regulations, and carrying out due diligence checks, all while streamlining the onboarding process through secure, instantaneous technology. Utilizing state-of-the-art biometric facial recognition, liveness detection, and digital document verification, the platform ensures an individual's identity is validated against official identification and various integrated data sources, effectively replacing outdated, labor-intensive verification methods with automated workflows that deliver immediate results through a web portal, mobile application, or API integration. In addition to these capabilities, Credas provides features such as PEP and sanctions screening, proof of address verification, source of funds assessment, automated data capture forms, advanced electronic signatures, and customizable onboarding experiences that can be tailored to meet the diverse compliance needs of sectors like finance, legal, property, recruitment, and corporate services. This adaptability and efficiency render Credas an invaluable asset for businesses as they navigate the intricate landscape of identity verification amid evolving regulatory demands. Furthermore, as organizations increasingly prioritize security and compliance, Credas stands out as a solution that not only meets current needs but also anticipates future challenges in identity management.
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    Vincere Reviews & Ratings

    Vincere

    Vincere

    Innovative recruitment platform empowering agencies with seamless integration.
    Vincere serves as the Recruitment Operating System designed specifically for recruitment agencies globally. This innovative platform provides a cohesive technological solution that ensures smooth operational integration across the various departments of Executive Search, Permanent, Contract, and Temporary staffing firms. The modular architecture of Vincere is built to be pre-integrated and was developed with native functionalities right from its inception. - Vincere Core encompasses CRM and ATS capabilities. - Vincere Pay and Bill includes features such as online timesheets, shift scheduling, leave management, expense tracking, invoicing, and clock-in/out applications. - Vincere Intelligence offers tools for AI, analytics, and tailored dashboards. - Vincere Digital provides a website CMS along with portals for clients, candidates, and job listings. - Vincere Communications facilitates multi-channel collaboration and messaging. - Additionally, Vinneo, which is on the way, will offer video interviewing and sales outreach functionalities. Operating with a dedicated workforce of 130 employees spread across five global offices, Vincere is currently empowering over 20,000 recruiters worldwide with its cutting-edge solutions. The platform’s ongoing enhancements promise to further revolutionize the recruitment process for its users.
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    Jarvis Reviews & Ratings

    Jarvis

    Jarvis

    Streamline your recreational activities with hassle-free management solutions!
    Our recreational activity management software is equipped with a comprehensive set of features, including online registration and payment options for sports and classes, scheduling tools for facilities, efficient league management, game scheduling, and communication through email and text, all complemented by a customizable website. You can explore more capabilities by visiting the "Features" section. The League Management tools give you the ability to manage your seasons, generate and showcase rosters, monitor game scores, and publish schedules and standings on your tailored website, while also ensuring smooth communication with coaches, volunteers, and participants alike. Further details about various features can be found on the League Management System page. Jarvis’s cloud-based platform allows you to efficiently schedule, reserve, track, and communicate about your events from anywhere with internet connectivity. This software significantly simplifies facility management, helping to avoid scheduling conflicts and maintaining constant communication with facility users to prevent any possibility of double bookings. With our solution, you can relax knowing that all your scheduling requirements are handled effectively, allowing you to focus more on the activities themselves.
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    Tracker Reviews & Ratings

    Tracker

    Solution Specialties

    Empowering justice agencies with innovative, efficient data solutions.
    Solution Specialties, Inc., a corporation founded in Illinois, was created to fulfill the informational needs of agencies involved in the justice system. Based in the Chicago metropolitan area, we provide a wide range of products and services tailored for both public and private entities working with criminal and juvenile offenders. Our systems are designed based on extensive direct experience from various agencies across all levels, combined with a strong grounding in behavioral sciences and information technology, which empowers us to offer all-encompassing solutions that cater to a wide array of requirements. Our Tracker® system is meticulously designed to accommodate the needs of every organizational level. By streamlining daily tasks, we strive to transform data entry into a more efficient and less tedious endeavor. The collected information is versatile, serving multiple purposes such as document generation, simplifying new data input, aiding in case planning and management, providing valuable insights for management, controlling expenses, and facilitating outcome-based analytics to support Evidence-Based Practices, among other uses. This comprehensive strategy not only enhances our clients’ operational efficiency but also allows them to concentrate on their fundamental objective of delivering justice. Ultimately, our commitment to innovation ensures that we remain at the forefront of solutions for justice agencies.
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    Sage 100 Reviews & Ratings

    Sage 100

    Sage

    Transform your business with powerful, flexible ERP solutions.
    Are you prepared to elevate your operations beyond basic accounting solutions? Sage 100 offers the capability to oversee discrete manufacturing, wholesale distribution, and professional service workflows effectively. Designed with a focus on compliance and security, Sage 100's extensive customizability ensures that it can adapt to your current and future requirements. With its cloud connectivity, you can preserve control over your system while enjoying the essential advantages of cloud technology. Sage 100 surpasses traditional ERP systems in both power and flexibility, making it a superior choice compared to standard accounting software. Say goodbye to spreadsheets, minimize errors, and eliminate data silos. By integrating all your business functions in one platform, you can concentrate more on expanding your enterprise rather than getting bogged down by processes. Enhanced security features and audit tracking significantly reduce the risk of fraud. Furthermore, Sage 100 equips you with essential tools to navigate the evolving regulations and standards within your industry seamlessly. This comprehensive solution empowers your business to thrive in a competitive landscape.
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    PureSMS Reviews & Ratings

    PureSMS

    Cedita

    Empowering sustainability and service excellence for impactful change.
    We enhance our dedication to Corporate Responsibility by implementing significant measures aimed at sustainability and ethical operations. Our philosophy is straightforward: those with the ability to make positive changes should take action, and we are proud to exemplify this principle. While many larger companies pursue this goal, we have woven it into the fabric of our operations from the outset. Over time, we have established ambitious goals and have consistently met them, continually improving our initiatives. To amplify our environmental impact, we pledge to plant over 240 trees for each employee we hire, which will together absorb more than one tonne of CO2 each year for every tree planted. In a crowded market of SMS providers, we set ourselves apart by offering a comprehensive range of services. PureSMS boasts a highly effective SMS API that allows for seamless integration with various software solutions, in addition to a powerful dashboard and extensive survey and response capabilities. Furthermore, we take pride in delivering the most competitive rates within the industry. For non-profit organizations, we ensure the best pricing available, regardless of the quantity of services they require, making our offerings accessible to all. Ultimately, our unwavering commitment to sustainability combined with our dedication to exceptional service distinguishes us in the marketplace, allowing us to make a positive impact while serving our clients effectively.
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