Controller functions

3

Overview

Integri Finance is a powerful integration feature designed to simplify and optimize your financial management by seamlessly connecting various financial tools, accounts, and platforms. Whether you're budgeting, investing, or managing your emergency fund, Integri Finance ensures that your financial data is unified, up-to-date, and easily accessible.

Streamlined Management

Automatically sync your bank accounts, investments, budgets, and savings platforms in one place for effortless tracking and management. ensure that all your financial information is updated instantly, providing you with accurate and timely insights for better decision-making.

Key Benefits of Integri Finance
  1. Streamlined Management: Automatically sync your bank accounts, investments, budgets, and savings platforms in one place for effortless tracking and management.
  2. Real-Time Data Updates: Ensure that all your financial information is updated instantly, providing you with accurate and timely insights for better decision-making.
  3. Simplified Budgeting & Tracking: Integrate with budgeting apps and investment tools to monitor your spending, track your progress, and manage your emergency fund goals in real time.
  4. Automated Contributions & Rebalancing: Integrate with budgeting apps and investment tools to monitor your spending, track your progress, and manage your emergency fund goals in real time.
Why Choose Integri Finance?

Set up recurring transactions, automate your investment contributions, and let Integri Finance manage the sync of data across all platforms. Use the Integri Finance dashboard to view all your financial data in one place, track performance, and make informed decisions based on real-time insights.

  • Save time by having all your financial data connected, reducing the need to manually update and track multiple platforms.
  • Get a clear overview of your financial situation, from savings goals to investment performance, in one easy-to-read dashboard.
  • Set it and forget it—let Integri Finance handle your transfers, rebalancing, and data updates automatically.
  • Your financial data is encrypted and securely transmitted using industry-standard security protocols.
How It Works

Simply link your various financial accounts to Integri Finance. This could include checking accounts, savings accounts, brokerage accounts, credit cards, and more. Set up recurring transactions, automate your investment contributions, and let Integri Finance manage the sync of data across all platforms. Use the Integri Finance dashboard to view all your financial data in one place, track performance, and make informed decisions based on real-time insights.

More Integrations

Cash flow management

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Audit management

5

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CFO/Advisory services

1

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HR/Payroll

2

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Controller functions

3

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Bookkeeping

4

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Our ABCs

A

Accountability. Be accountable to yourself, your team members, and clients. Be honest.

B

Bring it! Everyday!

C

Continuous improvement and compassion for our work.

D

Dedication to our clients and team members.

E

Excellence. We deliver high quality work whether it's in our finished product for clients, internal workpapers, or emails.