01 / SourceIllustrative workflow
Shared documentsFinancial statementsManagement accountsSupporting records
Software connections
Put your existing tools
to work together.
We design the connections around your workflow and test them with your team.
Shared documents02 / Assigned work
- Gather the relevant records.
- Compare the figures.
- Flag questions for review.
03 / Your team
Prepared for reviewFinancial reviewPeople review findings and approve consequential actions.
Explore the tools
Plan your connections.
We assess the connections your workflow needs, including data access, permissions and the actions people must approve.
20 tools
DocumentsGoogle Drive
Files and shared folders
DocumentsMicrosoft SharePoint
Company documents
Financial researchBipsync
Investment research
Financial researchBloomberg
Market data
CRMDealCloud
Deal records
Financial researchPitchBook
Private market research
Financial researchPreqin
Fund research
AnalysisGoogle Sheets
Spreadsheets
AnalysisTableau
Reports and dashboards
AnalysisMicrosoft Excel
Models and workbooks
CRMSalesforce
Client records
CommunicationSlack
Team conversations
CommunicationGmail
CommunicationMicrosoft Teams
Team collaboration
CommunicationZoom
Meetings
DocumentsMicrosoft PowerPoint
Presentations
InfrastructureAWS
Cloud services
CRMHubSpot
Contacts and pipeline
CRMZendesk
Service requests
CommunicationMicrosoft Outlook
Email and calendars
No tools match your search.
Try another name or choose a different category.
Your software, your workflow
Discuss the connections
your firm needs.
Bring the tools you use and the work you want to improve. We will assess what can be connected and what needs to be tested.