Integrations
Cofi integrates data from your existing tech stack to give you a single source of truth.
Cofi integrates data from your existing tech stack to give you a single source of truth.
Cofi integrates with most Enterprise Resource Planning (ERP) and accounting software, automatically updating your financial forecasts with historical financial information. This saves hours of time every month and removes the risk of data upload errors.
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You are now able to surface the must-have insights needed to run your business with a comprehensive and collaborative view:
Merging CRM and ERP data ensures an always up-to-date and predictable view of your business.
Easily identify your accounts payables and receivables to monitor your cash previsions.
Combining expenses and sales data allows you to get a trusted view of your CAC.
Integrations with your CRM software facilitates the automatic update of key sales data to your planning model, along with key metrics like ARR and LTV and your sales pipeline.
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With our API export, you can either use Cofi as a single source of truth to push data to your favorite BI solution or import data from it to build your reports and forecasts in Cofi.
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