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Finvalda

Products and customers sync, and documents make their own way into accounting.

What this integration does

  • You receive products from Finvalda on a schedule
  • Customers sync in both directions
  • Documents make their way into accounting on their own

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.

  1. 01

    You prepare your Finvalda login details

  2. 02

    We switch the connector on and work out how products and customers match up

  3. 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 isn't a separate program: you see the stock level and price 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

Did not find your answer? Ask us

Do invoices travel to Finvalda automatically?

They do — documents reach accounting with no retyping by hand.

Do products appear in the CRM on their own?

They do — the CRM receives products from Finvalda on a schedule.

Other integrations

Rivilė Invoices, customers, products, purchases, payments and debts sync in both directions, and stock levels refresh every 5–15 minutes during working hours. Robolabs Invoices, purchases, product imports and PDF documents move between the two systems on their own, and with two accounts supported, documents land in the right accounting set for each organisation by themselves. Enable Banking The system pulls bank statements on its own over the open banking (PSD2) interface, and payments match themselves against invoices. Montonio Invoices get payment links — bank links and cards — with the link and QR code landing straight in the invoice PDF. NeoPay An alternative to Montonio — payment links for invoices, with payments checked 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.
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