Integrations
Works with the tools you already pay for
Each integration is labelled with its status today: built in, connect your own account, export, or being enabled. If you depend on something that is not here, tell us.
Updated
Payments and banking
Plaid
Being enabledBank feeds for accounting and bank verification. Built; being enabled in production.
Dwolla
Connect your accountUS ACH for contributions and distributions.
Stripe Treasury
Connect your accountUS ACH rail as an alternative provider.
Unit
Connect your accountUS ACH rail as an alternative provider.
Documents and signatures
Documenso
Built inE-signature with ordered signing; executed PDFs and certificates stored on the deal.
Calendar and email
Google Calendar
Connect your accountBusy time for scheduler booking pages.
Microsoft Outlook Calendar
Being enabledBusy time for scheduler booking pages. Built; being enabled.
Gmail and Outlook mail
Being enabledMailbox sync to keep conversations with contacts. Built; Google app verification in progress.
Calendly
Connect your accountConnect Calendly alongside the built-in scheduler.
Messaging
Twilio and Plivo
Being enabledSMS sending for the texting add-on, with signed delivery webhooks. Being enabled.
Automation and data
Zapier
Being enabledA Zapier app with triggers such as “form submitted” and “investor created”. Built; awaiting listing — use webhooks today.
Webhooks
Built inOutbound events from across the platform to your own systems.
QuickBooks
ExportWeb Connect (.qbo) and Desktop (.iif) exports of journal entries; also CSV.
Excel
ExportExcel exports of reports, and an Excel workbook importer we use with you to bring in your existing book.
Where each one is used: the ACH providers fund capital calls and pay waterfall distributions; Documenso signs subscription documents in digital closing; the QuickBooks and CSV exports come from accounting; calendars feed the scheduler in fundraising and CRM. What each provider receives is listed on the security page.
Not available today: live two-way sync with QuickBooks, Sage or Yardi, and cross-border payments. Third-party providers you connect bill their own fees.
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