Integrating with Finance Platforms

Finance platforms are used to gather financial data and generate reports such as ledgers, trail balance data, overall balance sheets and quarterly financial statements.

Typical use cases could include using the Connector to:

  • routinely obtain order information from a cloud application to then generate invoices.
  • continuously synchronize customer records between a cloud application and your backend system.
  • search for an retrieve different vendor lists, transaction, and activities. Then, incorporate these results into your overall integration solution or other downstream process.

The Cleo Application Connectors provide the ability to quickly integrate Clarify between backend systems and your finance applications.