Financial Data Integration
Powering data integrations that finance teams rely on
Deliver accurate, real-time data across apps, databases, and warehouses with automated workflows and data pipelines—with enterprise-grade compliance, security, and control.
Built for the financial data ecosystem
Order to Cash Integration
Automate and connect sales, loan, and finance systems to accelerate payment cycles, reduce manual entry, and improve cash flow visibility.
More use cases. More solutions.
We support a wide range of financial data workflows—just ask.
Transform data chaos into strategic clarity
Consolidate disconnected financial data
Load data from CRMs, ERPs, accounting systems, and databases into a single, trusted destination—ready for analytics.
Capture data changes in real time
Capture every insert, update, and delete—and move data instantly across systems using CDC with zero manual effort.
Safeguard sensitive financial data
Apply dynamic data masking and control access at every step to stay audit-ready and secure with built-in data masking.
Automate key financial workflows
Streamline procure-to-pay, order processing, and payment collection by integrating CRM, ERP, and accounting systems.
Integrate file-based financial data
Extract and consolidate data from PDFs, CSVs, and FTP servers into CRM and accounting systems for accurate reporting.
Stay ahead of change with unified data
Respond to regulatory changes and market shifts with agility by unifying data from apps, databases, and warehouses.
Discover how to automate your financial data flows.
CUSTOMER STORIES
How Scotia Bank is saving its data team’s time and effort for over 10 years
"DBSync saved us a lot of development time when performing data transfers between Salesforce and our servers. The tool is also easy to maintain, and the failure rate to backup Salesforce objects fell significantly."
Senior Developer - Scotiabank
CUSTOMER STORIES
How American Tower warehouses Salesforce data for real-time analytics
”With DBSync replicating data into our data lake, we do not have to maintain multiple ETL mappings to support our reporting requirements. We have seen a considerable decrease in our development times as well, as we can import new salesforce objects with just a click of a button.”
Sr. Database Engineer, American Tower Corporation
CUSTOMER STORIES
How Kenya’s leading microfinance institution is replicating data locally to save money
“DBSync is affordable, user-friendly, and highly secure. We decided to do business with DBSync because of their fast decision making, the room to bargain, and the impressive support we received.”
Chief Information Officer at Juhudi Kilimo
Saved annually
Reduced in cycle time
Higher cash flows
Records synced daily
Built for the financial data ecosystem
Securely deploy across on-premise or cloud environments to meet your compliance demands.
Built-in audit-ready controls and dynamic data masking protect your sensitive financial data
Effortlessly handle growing data volumes and complex workflows with integrations built to scale.
Empower your finance team to build integrations without IT bottlenecks.
Voted #1 easiest to use
Connect with any financial services connectors
Banking Data Integration On-Demand Demos
See DBSync in Action
Meet with our experts to see how DBSync can automate your finance workflows and data pipelines
Consolidate data from CRMs, ERPs, and databases
Capture real-time updates with CDC
Automate financial workflows
FAQs
Find quick answers to common questions instantly. Still searching? Our experts are ready to help. Contact us to discuss your unique situation and goals.
It connects Litify (Salesforce-based CRM) with QuickBooks Online, syncing clients, matters, invoices, and payments in real time for automated billing and trust accounting.
No technical expertise is required. Our user-friendly interface and setup wizard guide you through the process. Our support team is also available to assist.
15-30 minutes with our guided wizard. You can reach out to our support team for any additional help.
Data (clients, invoices, payments) syncs instantly or on a schedule between Litify and QuickBooks Online.
Yes, map Litify custom objects to QuickBooks Online fields for tailored workflows.
Automated alerts and logs help you resolve issues quickly, with our AI assistant availaible within the tool.
We support both complete and incremental synchronization. The connector automatically tracks the last record processed so that you can synchronize only the updated records and never miss a record.
DBSync’s integration includes a scheduler, using which any process can be automated to run at predefined intervals. You can perform synchronizations as frequently as 5 minutes.
Definitely, 14-day free trial is available after completing the registration process