Integrations

Your systems. One financial story.

finstory brings the numbers behind your business into one governed model, from the books to pipeline, headcount and payments, so every story explains what moved and why.

15 integrations

Accounting & ERP

  • NetSuite

    Your NetSuite close, connected directly: actuals by subsidiary, department and location.

    Accounting & ERP
  • QuickBooks Online

    Your QuickBooks Online books, with every line open by location or class.

    Accounting & ERP
  • Xero

    Actuals and budgets from your Xero books.

    Accounting & ERP
  • Microsoft Dynamics 365 Business Central

    Actuals from Business Central, by company and dimension.

    Accounting & ERP
  • Puzzle

    Your Puzzle books, built from your bank, card and payroll data.

    Accounting & ERP

Planning

  • Workday Adaptive Planning

    Budgets and forecasts from Adaptive, next to your actuals.

    Planning

CRM & sales

  • HubSpot

    Pipeline and deals, to explain revenue before it lands.

    CRM & sales
  • Salesforce

    Pipeline and customer data alongside your financials.

    CRM & sales

HR & payroll

  • Rippling

    Headcount and payroll, to explain what your people cost.

    HR & payroll

Payments & billing

  • Stripe

    Payments, subscriptions and active customers by product.

    Payments & billing

Data warehouses

  • Snowflake

    Bring data from your Snowflake warehouse into your model.

    Data warehouses

Audience & content

  • Substack

    Subscribers and revenue from your publication.

    Audience & content

Files & AI

  • Excel and CSV

    Load actuals, budgets and forecasts from any system, today.

    Files & AI
  • Google Sheets

    Use the figures your team keeps in Google Sheets: plans, KPIs and drivers.

    Files & AI
  • Claude

    Ask about the numbers and build reports and board stories, in your Claude.

    Files & AI

Don't see your system? Start with Excel.

Load your actuals, budgets and forecasts from Excel today, and tell us what you use: the connectors we build next follow what our customers ask for.

Product names and logos are trademarks of their owners. finstory is not affiliated with or endorsed by them.