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ERP & Finance Integrations

Connect EveryFinancial WorkflowInto One Platform

Eliminate disconnected spreadsheets, manual imports, duplicate data entry, and reporting delays. Connect your ERP, accounting, CRM, and analytics systems directly to DrawFlow.

40+

Integrations

99.9%

Sync Reliability

Real-Time

Data Flow

ERP

DrawFlow

Analytics

Active Connections

128

Daily Syncs

1.2M

Recent ActivityLIVE
Oracle NetSuite SyncSuccess
Salesforce UpdateSuccess
Power BI RefreshRunning

Connected Systems

40+

Daily Sync Events

1.2M

Portfolio Value

$3.8B

Sync Accuracy

99.9%

Connected Ecosystem

Work With Your Existing Finance Stack

DrawFlow integrates with ERP, accounting, CRM, forecasting, reporting, and business intelligence platforms so your teams always operate from accurate and current financial information.

Eliminate duplicate data entry across systems
Create a unified financial source of truth
Automate portfolio and project reporting
Improve forecasting and budgeting accuracy
Reduce reconciliation and audit preparation time

Reduce Reporting Time By 70%

Automate reporting, approvals, reconciliation, and financial workflows across your portfolio.

Integration Benefits

Eliminate Manual Workflows

Connect every system in your finance stack and create a single source of truth for planning, forecasting, reporting, and decision-making.

Automated Financial Data Sync

Automatically synchronize budgets, forecasts, actuals, and project financials across your ERP, accounting, and reporting systems without manual exports.

Compliance & Audit Visibility

Maintain complete audit trails and financial transparency with centralized records, approval histories, and synchronized reporting.

Real-Time Portfolio Reporting

Monitor project performance, cash flow, forecasts, and portfolio health through live dashboards powered by connected systems.

90%

Less Manual Data Entry

40+

Native Integrations

Real-Time

Financial Visibility

Ready To Connect Everything?

Unify Your EntireFinancial Ecosystem

Connect ERP systems, accounting platforms, CRMs, forecasting tools, business intelligence dashboards, and portfolio management software through one centralized platform.

40+

Native Integrations

Real-Time

Data Synchronization

99.9%

Sync Reliability

Supported Integrations

Integrate With The ToolsYour Teams Already Use

DrawFlow connects with the most widely used finance, accounting, reporting, and portfolio management systems, creating a seamless operational ecosystem.

Oracle

Oracle NetSuite

Connect financial planning, forecasting, portfolio management, and accounting operations through a unified data flow.

Budget synchronization
Forecast automation
Financial reporting
Portfolio visibility

Microsoft

Dynamics 365

Integrate accounting, budgeting, forecasting, and project financials across your organization.

General ledger sync
Project cost tracking
Forecast updates
Operational reporting

Salesforce

Salesforce CRM

Connect acquisition pipelines, investor relationships, and deal workflows to financial operations.

Deal sourcing
CRM synchronization
Opportunity tracking
Investment workflows

Yardi

Yardi

Centralize property management, asset performance, and portfolio reporting data.

Property metrics
Lease analytics
Asset performance
Portfolio reporting

Microsoft

Power BI

Build executive dashboards and portfolio analytics powered by real-time DrawFlow data.

Executive reporting
Live dashboards
Portfolio KPIs
Business intelligence

Excel

Microsoft Excel

Maintain familiar modeling workflows while synchronizing assumptions and portfolio data.

Model synchronization
Data exports
Scenario analysis
Version control
DrawFlow eliminated manual reconciliation between our ERP, portfolio reporting platform, and forecasting systems. What previously took days now happens automatically in real time.
SJ

Sarah Johnson

Director of Finance

Brookfield Capital Partners

70%

Faster Reporting

90%

Less Reconciliation

Live

Portfolio Visibility

Frequently Asked Questions

Got Questions? We've got answers

Everything you need to know about the free template, payment applications, and the DrawFlow platform.

Yes. You can download the template at no cost and start using it immediately.

Yes. DrawFlow generates professional AIA-style G702 and G703 payment applications using your Schedule of Values and billing data.

You only need to provide your email address to receive the free template and related resources.

Yes. DrawFlow allows you to manage multiple projects, payment applications, retainage tracking, and billing history from one centralized dashboard.

Most subcontractors can generate a completed payment application in under two minutes once their Schedule of Values is set up.

Yes. DrawFlow was designed specifically for subcontractors who need a faster and more reliable way to manage monthly billing and payment applications.