Two-way contact sync between Netsuite and FinFolio

NetsuiteFinFolio

PieSync integrates Netsuite with FinFolio for an automatic 2-way contacts sync. Every time you add or update a contact in Netsuite, it is automatically synced with FinFolio, and vice versa - eliminating import/export!

Syncing Netsuite with FinFolio 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 Netsuite with FinFolio.

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Other available connections on PieSync

More connections with Netsuite and FinFolio are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

About PieSync

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.

Netsuite

About Netsuite

NetSuite is an integrated cloud-based business software that provides all the core functions your business needs to run efficiently including business accounting, CRM, ecommerce and ERP. It's iPhone functionality make it great for sales teams.

FinFolio

About FinFolio

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.

Try it out for yourself

With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.

Adrien JorgeCo-Founder

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.

Matthew HughesManaging Director