Data Management & CompliancePurpose
1.2. Ensures up-to-date, unified financial information for personal finance advisors and clients.
1.3. Automated processes reduce manual data entry, minimize errors, streamline compliance audits, and support automation-driven reporting and financial planning.
1.4. Automator connects disparate financial APIs, synchronizing data such as transactions, account balances, invoices, and document uploads in real time or near-real time.
Trigger Conditions
2.2. Data updates (edit or deletion) occur in third-party or internal systems.
2.3. Scheduled triggers (e.g., every 5 minutes, hourly, end-of-day).
2.4. On-demand sync event manually initiated for compliance or reconciliation.
2.5. Webhook event notification from a configured platform.
Platform Variants
• API: "Webhooks – New Transaction or Invoice" & "GET /v3/company/{companyId}/query"
• Automates: Detection and syncing of expenses, invoices, and payments.
3.2. Xero
• API: "Webhook Events" & "GET /api.xro/2.0/Invoices"
• Automates: Real-time sync of contacts and transactional history.
3.3. FreshBooks
• API: "GET /accounting/account/{account_id}/invoices/invoices"
• Automates: Invoice synchronization and client record automation.
3.4. Salesforce
• API: "Streaming API" & "REST API: GET /services/data/vXX.X/sobjects/Account"
• Automates: Account and opportunity data sync for financial case management.
3.5. Microsoft Dynamics 365
• Feature/Setting: "Data Integrator" & "Webhook Subscriptions"
• Automates: Contact, account, and transaction syncing.
3.6. Plaid
• API: "Transactions Webhook" & "GET /transactions/get"
• Automates: Automated banking data import and reconciliation.
3.7. Yodlee
• API: "GET /transactions"
• Automates: Banking and investment transaction sync automation.
3.8. HubSpot
• API: "CRM – Webhooks" & "GET /crm/v3/objects/contacts"
• Automates: Syncing client profiles and financial engagement records.
3.9. Google Sheets
• API: "Sheets API – On Change Trigger"
• Automates: Bi-directional updates between spreadsheets and financial systems.
3.10. Zoho Books
• API: "Webhooks" & "GET /invoices"
• Automates: Invoice, payment, and customer sync automation.
3.11. NetSuite
• API: "REST Record Service" & "SuiteTalk Web Services"
• Automates: Sync ERP, transactions, and financial reporting data.
3.12. SAP Business One
• API: "Service Layer API: GET BusinessPartners, Invoices"
• Automates: Automated master data and transaction syncing.
3.13. Stripe
• API: "Webhook – Payment Succeeded" & "GET /v1/charges"
• Automates: Payment and customer record automation.
3.14. PayPal
• API: "Webhooks – Payment completed" & "GET /v1/payments/payment"
• Automates: Syncing payment data and transaction records.
3.15. Expensify
• API: "Policy Export" & "GET /expenseReports"
• Automates: Automated expense report syncing.
3.16. Bill.com
• API: "Webhooks" & "GET /v3/bills"
• Automates: Bill, payment, and vendor data sync automation.
3.17. Oracle Fusion Financials
• API: "REST API for Financials"
• Automates: Syncing journal entries and budget allocations.
3.18. Tally
• API: "GET /company/{comp}/ledger" (with connector)
• Automates: Ledger and transaction data transfer automation.
3.19. Wave
• API: "Webhooks" & "GET /businesses/{business_id}/transactions"
• Automates: Invoice and payment syncing automation.
3.20. Black Diamond Wealth Platform
• API: "Event Subscription: Account & Transaction Events"
• Automates: Investment account and position syncing automation.
Benefits
4.2. Ensures always-accurate financial insights for advisors and clients via automation.
4.3. Streamlines compliance reporting through automated, auditable data flows.
4.4. Reduces manual reconciliation via automating sync of all financial transactions.
4.5. Improves data-driven personal finance advisory with real-time automatable updates.
4.6. Saves costs and time by automating repetitive data management workflows.