PieSync integrates FinFolio with Acuity for an automatic 2-way contacts sync. Every time you add or update a contact in FinFolio, it is automatically synced with Acuity, and vice versa - eliminating import/export!
Syncing FinFolio with Acuity is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing FinFolio with Acuity.
More connections with FinFolio and Acuity are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.
FinFolio is the best portfolio management software and trading software on the market, for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform.
Acuity is like a personal assistant for your schedule--only better. With Acuity Scheduling, booking appointments with your clients & customers doesnt have to be a neverending time suck anymore. (Hallelujah!) Let your clients view your real-time availability, select the date and time that works best for them, pay in advance via Stripe, Paypal or Authorize.net, and even cancel or reschedule all on their own--without you having to drive yourself crazy.
PieSync is an invaluable tool for our business. It was easy to set up and has saved us an enormous amount of time and energy in keeping all our data in-sync across the multiple platforms we use daily. The handy reporting feature really highlights the benefits for us on a regular basis and gives us confidence that everything is working the way it should.
Everything works smoothly with PieSync. After a 10-minute setup we were able to sync our contacts between Salesforce and HubSpot. In Salesforce we collect information about clients and prospects that, thanks to the sync, we can use in HubSpot for marketing purposes. I would definitely recommend it!