In today’s fast-paced business world, automation is essential for any organisation that wants to stay
FinanSys Apps has powerful integration capabilities including advanced API’s.
The FinanSys Apps Data Connectors allow you to connect to 3rd party applications via our ‘Application Programming Interface’ (API).
This means you can retrieve data for use on a form either to populate an external dropdown (e.g., a list of suppliers, customers etc.) or to put data into an external calculated field (e.g., retrieve a budget or forecast figure).
Data connectors are created and edited in the ‘Data Connector’ section of FinanSys Apps and comes included as a standard feature in FinanSys Apps.
FinanSys Apps comes with a fully flexible data connector builder that allows you to connect to popular accounting, Enterprise Resource Planning, CRM, HR and other business systems.
This helps you unleash the full potential of your tech stack with a wide spectrum of pre-built integration capabilities.
Are you currently connecting to SunSystems API using a third-party application?
If so, it’s likely that you are connected to SunSystems using its underlying database. With the launch of SunSystems cloud, all direct database connections will close, which means your third-party application may no longer be able to connect to SunSystems.
Your third-party application may have to be re-developed to connect to SunSystems API as opposed to direct database access.
The good news is that FinanSys Apps has been written from the ground up to connect to SunSystems using best practice, with a secure and future proofed API integration.
FinanSys Apps always uses the official API for each product to ensure continual support and operations.
Not a techie ?
FinanSys Apps comes with a powerful API tool that will make your life easier.
What is an API?
Simply put, an API (Application Programming Interface) is an interface allowing different pieces of software to communicate with each other. It does this seamlessly in real-time, so data is always accurate and up to date.
Some familiarity with making API calls is helpful in order to build connectors, but examples are available as part of the set of Foundation Apps that comes with FinanSys Apps. So less technical users may find using these as a starting point helpful.
Below is the result of an integration process. In this example, we have automated the uploading of exchange rates by extracting them from a source system and sending them directly into SunSystems.
API Information for techies
FinanSys Apps has a powerful API that allows a wide variety of actions to be automated. This includes :
You can use the API to integrate your application with FinanSys Apps for seamless data transfer.
Single source of truth
FinanSys Apps integrates with any system using the data connector tool. This middleware will enable you to automate data exports from other business systems into FinanSys Apps, providing one unified view, to give you a single source of truth. This will provide real-time data to improve the timeliness and accuracy of your organisation’s decisions.
You can view the data as-is using ‘Quick Reports’ or using the sophisticated Business Intelligence tool that’s included, to create more complex reports that you can drill down into using data within FinanSys Apps and/or data held in any other systems.
Say goodbye to operational silos
Your organisation likely uses multiple systems that specialise in one business function – finance, production, sales, operations etc.
However, your actual business processes span across multiple departments.
For example, if you create a new customer in the sales department using the CRM system and want that customer to be synchronised across all the other systems in your organisation including the finance system, FinanSys Apps can seamlessly replicate that customer across all other systems.
If the customer’s data is updated in the sales system, the changes will automatically be updated in the other systems without any manual intervention.
This way, you don’t have to worry about repetitive keying of information.
With FinanSys Apps middleware, you can save time and eliminate any errors that you’d normally experience working manually.
Optical Character Recognition and AI Engine
FinanSysApps comes with an innovative OCR and AI engine that can be used to automatically extract data from invoices, receipts, and other financial documents. This data can then be used to populate fields in FinanSys Apps, eliminating the need for manual data entry.