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Integrations

Connect the Systems That Drive Your Model

Pre-built connectors for the ERPs, CRMs, and HRIS platforms that mid-market finance teams already run. One-time setup, automatic refresh.

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ERP & Accounting

Your financial source of truth stays in your ERP. InsytVex just reads it.

NetSuite ERP

Connect to GL, P&L, and balance sheet. Sync revenue, COGS, and payroll cost data on a daily cadence.

Live

QuickBooks Online

P&L, cash flow, and expense data. Ideal for earlier-stage mid-market companies standardizing their FP&A process.

Live

Sage Intacct

Multi-entity financial data, project accounting, and dimensional reporting. Full API sync with audit trail.

Live
CRM & Revenue

Pipeline data that updates your revenue assumptions automatically.

Salesforce

Closed ARR, pipeline stage, close rates, and expansion opportunities. InsytVex uses Salesforce pipeline data to project forward revenue in your model.

Live

HubSpot CRM

Deal stage, ARR forecasts, and contact-level expansion data. HubSpot pipeline data maps directly to your revenue drivers.

Live

Pipedrive

Sales pipeline and deal flow for teams that prefer Pipedrive's intuitive interface. Full stage-weighted pipeline ingestion.

Live
HRIS & Workforce

Headcount drives cost. Connect the source of headcount truth.

Workday HCM

Active headcount, compensation, department structure, and open roles. InsytVex models compensation cost forward from your Workday data.

Live

BambooHR

Headcount by department, hire dates, and role taxonomy. Connects to your hiring plan assumptions in InsytVex.

Live

Rippling

Combined HRIS + payroll data. Pull both headcount structure and compensation actuals from a single Rippling connection.

Beta
Data Warehouse & Custom Sources

Already have data in Snowflake or BigQuery? Connect directly.

If your team has already built a data warehouse, InsytVex can read directly from it. Define a view or materialized table, point InsytVex at the query, and it becomes a live data source for your models.

  • Snowflake (read-only service account)
  • Google BigQuery
  • PostgreSQL (hosted or cloud)
  • CSV import for manual supplemental data

Custom Data Source Setup

Snowflake query definition 
-- Monthly revenue by segment
SELECT
  date_trunc('month', order_date) AS month,
  segment,
  sum(arr_value) AS total_arr
FROM analytics.revenue_facts
GROUP BY 1, 2
ORDER BY 1

Don't see your system? Let's talk.

We're adding new connectors continuously based on customer demand. Enterprise plan customers get prioritized connector builds.

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