Upgrade your financial data management with advanced integration software

Improve your company's financial reporting accuracy, risk management, compliance and operational efficiency.

“Automating our retail processes with Switchboard has changed the game...”

Gareth, RAW Group

sectors

Popular integration workflows in the finance industry

Customer relationship management

Better manage customer interactions, increase customer satisfaction and retention and drive business growth.

Financial planning and analysis

Deliver value to clients and focus on strategic decision making by removing manual processes in your businesses financial planning.

Business intelligence (BI) tools

Analyse and visualise data to gain insights into business performance and identify trends.

Compliance systems

Ensure accuracy and adherence to regulatory requirements, such as financial reporting and Know Your Customer (KYC) regulations.

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