Finvalda

Product and customer sync, and document transfer into accounting.

Part of the chain

Capture
Sell
Deliver
Get paid

What this integration does

Products received from Finvalda on a schedule
Customer sync both ways
Document transfer into accounting

How it is connected

No programming is needed. You enter the login details yourself, so they stay with you, and every data exchange is visible in the integration log with a timestamp, the response and the reason for any error.

01
You prepare your Finvalda login details
02
We switch the connector on and reconcile product and customer matching
03
The sync starts running on the agreed schedule

Where you will see it in the system

An integration is not a separate window — it changes what you see in your daily work. These are the areas where the change is biggest.

Inventory and products A warehouse that is not a separate application: stock and price are visible right in the deal line. Invoices The invoice is generated from a deal or a project and sends itself — on a schedule, not on a reminder.

FAQ

Questions about this integration

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Do invoices travel to Finvalda automatically?

Yes, documents are transferred into accounting with no retyping by hand.

Do products appear in the CRM on their own?

Yes, products are received from Finvalda on a schedule.

Other integrations

Rivilė Two-way sync: invoices, customers, products, purchases, payments and debts. Stock levels refresh every 5–15 minutes during working hours. Robolabs Invoices, purchases, product import and PDF documents. Two accounts are supported — documents go to different accounting sets depending on the organisation. Enable Banking Bank statements are retrieved automatically over the open banking (PSD2) interface — payments match themselves against invoices. Montonio Payment links for invoices — bank links and cards. The link with a QR code goes straight into the invoice PDF. NeoPay An alternative to Montonio: payment links for invoices and payment checks every 5 minutes. Facebook Messenger Page messages arrive in the shared inbox and are answered from the CRM. The remaining 24-hour reply window is shown on screen.

All integrations

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