Sends alerts Microsoft Teams
Alerts land in a Teams channel you choose. Paste a Workflows link in Settings; no sign-in needed.
Integrations
Connect what your firm already runs on.
Your CRM first. Bring your clients in from Wealthbox or Redtail, enter a detail once, and stop typing it anywhere else.
Most popular
In and back out Wealthbox sync
Connect in one click and bring your clients in. When a client's details are ready, send them back to Wealthbox in one click. Never their SSN.
See how it works
In and back out Redtail sync
Sign in with Redtail and bring your clients in. Send a client's finished details back in one click, and changes made in Redtail come into Finpace every hour. Never their SSN.
See how it worksA few more, done properly.
Connect it once in Settings. Connecting one never uses a credit.
Also connects
Using something else? Ask for it inside Finpace and the request comes straight to us.
Sends alerts 
Connects your apps Zapier
Send what happens in Finpace to the other apps your firm uses.
On request ShareFile
Completed documents land in ShareFile. Turned on per firm.