Integrations

By connecting your CashCalc account with all the other software providers you use, you can start to eliminate the need to key any client information throughout your entire financial planning process.

What do we offer?

We have been working hard on developing ways so that you don't have to re-key information into multiple systems.
Enter the name of the software you want to integrate with to see its availability and features
In development
Proposed
2-way integration
Client
Create in CashCalc
Create in Vendor
Contact methods
Create in Vendor
Update Vendor
Create in CashCalc
Update CashCalc
Addresses
Create in Vendor
Update Vendor
Create in CashCalc
Update CashCalc
Investments
Create in Vendor
Update Vendor
Create in CashCalc
Update CashCalc(Live valuations)
Pensions
Create in Vendor
Update Vendor
Create in CashCalc
Update CashCalc(Live valuations)
Assets
Create in Vendor
Update Vendor
Create in CashCalc
Update CashCalc(Live valuations)
Liabilities
Create in Vendor
Update Vendor
Create in CashCalc
Update CashCalc(Live valuations)
Incomes
Create in Vendor
Update Vendor
Create in CashCalc
Update CashCalc
Expenses
Create in Vendor
Update Vendor
Create in CashCalc
Update CashCalc
Price
CashCalc Open API
We are pleased to announce that our Open API is now live!
This means that it is even easier for your favourite software providers to set up integrations with CashCalc, which will ultimately benefit both you and your client.
So, if you would like to see any integrations built, please let them or us know.
Click here to find out more.