Finago PSA can be integrated with several financial management / accounting software programs. The primary advantage of integration is the seamless transfer of accounting data between systems. This eliminates the need for manual data entry and automates manual workflows.
For example, your sales team can create invoices directly in the PSA program, from where the invoices are transferred to Finago Procountor, and then forwarded to customers and accounting.
In addition to accounting software, other programs can also be integrated into the PSA program. Read more in the Integration section.
Permissions: Admin
PSA plans: Growth, Business, Enterprise, Enterprise+
Available integrations
- Finago Procountor - Procountor is a comprehensive financial management software. Integration allows you to transfer sales, purchase, travel, and expense invoices and hours between PSA and Procountor.
- Finago Modular - Integration enables sales and purchase invoice ledger inside Finago product portfolio and also transfering this data to accounting.
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Finago Mepco - You can transfer work, vacation, and absence hours from PSA to Mepco as a CSV file.
Ask your Finago contact person for more information about our software.
- Datev - sales invoices
- eFina - sales invoices + purchase, expense and travel invoices.
- EmCe - sales invoices
- Fennoa - sales invoices + purchase invoices
- Fivaldi - sales invoices
- Fortnox - sales invoices + purchase invoices and accounting data of expense and travel invoices.
- Maventa - sales invoices + purchase invoices
- Netvisor - sales invoices + purchase, expense and travel invoices.
- Passeli Merit (formerly Merit Aktiva) - sales invoices + purchase invoices
- QuickBooks - sales invoices
- RopoCapital - sales invoices
- Talenom - sales invoices + purchase invoices
- Xero - sales invoices
Activating, changing and disabling integrations
You can activate the integration free of charge from the PSA settings using the guide articles (links above) and with the assistance of your accounting firm/finance department, provided that you have a valid agreement and user credentials for one of the programs mentioned above.
After activating the integration and completing its settings, integration-specific fields, functions, and validations will appear in different sections of the program, enabling successful data transfer between the systems. For example, the sales invoice view will display a send button as well as any additional fields related to the integration. For this reason, we recommend activating integrations and their features only when there is an actual real-time need.
If you switch, for example, from one financial management software to another, it is usually advisable to schedule the change (i.e., disconnecting the old integration and activating the new one) at the turn of the month or financial period. Make sure all necessary materials have been transferred between the systems before disabling the old integration from PSA. If needed, you can request guidance from our customer support.