All integrations
Finly
Software integration

Finly

Connect your Finly spend management to Cloud Group's cloud telephony and give your team context on every call with a contact or supplier.

What is Finly?

Finly is a spend and expense management platform that helps companies manage business costs, invoices and payments in one place. Finance teams use Finly to approve expenses, monitor budgets and streamline the entire purchase-to-payment process.

By connecting Finly to Cloud Group's cloud telephony, you bring your communication and your financial relationships together in one place. Your staff see who is calling before they even pick up, can dial suppliers and contacts directly from Finly and no longer have to keep track of calls manually. This makes coordinating around expenses and invoices faster and more professional.

What does this integration deliver?

Contact or supplier in view

Incoming numbers are automatically matched to your contacts in Finly, so you instantly see which contact or supplier is calling.

Dial with one click

Start calls directly from Finly. No more looking up or retyping numbers, fewer errors and faster switching with your suppliers.

Automatic call logging

Every call is linked to the right contact, so your team keeps a complete overview of all conversations around spend and invoices.

Request this integration

Contact your account manager to activate Finly for your organization.

Schedule a call