Finance & ERP · Integration
FinancialForce
Add FinancialForce to your product for your customers, and give your AI agents governed access to it.
Embed a FinancialForce integration so your customers can work their own accounting and services records from inside your product, including customer invoices, ledger transactions, projects, resources, and timecards. Because it runs on the Salesforce platform, each deployment carries its own custom fields and validation rules, so mapping is configuration per tenant rather than code. Financial writes are idempotent so a retry does not post a document twice, and backfills are throttled so a first import does not exhaust a customer's org-wide API allowance.
In your product
Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.
Let customers connect their own FinancialForce org so invoices and ledger entries post from your product.
Create invoices and read outstanding balances so billing happens where the work is recorded.
Read projects, resources, and timecards so your product reports on delivery and utilisation from real records.
Trigger your product when an invoice is posted or paid, or when a timecard is submitted or approved.
For your AI agents
Governed, audited access for the agents you build, through the MCP server.
An agent reads outstanding invoices and project financials before answering a question.
An agent drafts an invoice or updates a project record within governed permissions, with every write logged.
An agent reacts to an approval event and runs the next billing or reconciliation step.
Example prompt
List invoices more than 30 days overdue and show the project each one bills against.
Set up FinancialForce in 4 steps
- 01Open the FinancialForce connector from your fastn dashboard.
- 02Have each customer authenticate their own FinancialForce org with OAuth.
- 03Map the invoice, ledger, and project fields your product uses, then enable actions and triggers.
- 04Call them from your product, or expose them to an agent through the MCP server.
Why teams use the FinancialForce integration
What you get by embedding it with fastn instead of building it yourself.
- Ship a FinancialForce integration without building it. Your customers connect their own FinancialForce account inside your product and work their invoices, payments and vendors there, with no per-customer code on your side.
- Handle the part that actually costs time: financial writes must be idempotent and reconcilable, because a duplicate is an accounting problem rather than a bug. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a FinancialForce update is not your on-call problem.
- One integration serves your product and your agents. The same governed FinancialForce connection powers in-product features and gives AI agents scoped, audited access, so you move financial records without hand-keying them between systems without wiring it twice.
Used by these teams
Compare with
NetSuite
Sage IntacctWorks well with
SalesforceOften used alongside
Tools the same teams tend to run next to FinancialForce, across other categories.
Shopify
Stripe
BigCommerce
AfterShipFinancialForce integration FAQ
How do I add a FinancialForce integration to my product?
Enable the FinancialForce connector in your fastn dashboard, then let each customer authenticate their own FinancialForce account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no FinancialForce client code in your app and no per-customer branch in your codebase. Setup is 4 steps.
Do my customers each connect their own FinancialForce account?
Yes. Every connection is scoped to the individual customer, so each authorises their own FinancialForce account and only ever sees their own invoices, payments and vendors. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.
Can AI agents use this FinancialForce integration?
Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent reads outstanding invoices and project financials before answering a question.
Who maintains the FinancialForce integration?
fastn does. When FinancialForce changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.
Is the FinancialForce integration safe for financial writes?
Writes are idempotent, so a retry after a timeout does not post a document twice, and every call is logged per tenant so an entry can be traced back to the event that created it. That matters more in finance than anywhere else, because a duplicate is a number somebody has to explain.
Can it handle each customer's own chart of accounts?
Yes. ERP deployments are configured to the business, so account structures, required fields and fiscal calendars differ per customer. Those are mapped per tenant as configuration, not hard-coded.
What about FinancialForce rate limits during a first import?
Backfills are throttled deliberately. ERP limits are often account-wide rather than per-integration, so an unthrottled import can exhaust a customer's allowance and disrupt their other integrations.
What can I build with the FinancialForce integration?
A common starting point: connect their own FinancialForce org so invoices and ledger entries post from your product. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.
How much does the FinancialForce integration cost?
It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding FinancialForce does not change your per-connector cost. You can start free with 3 connected accounts.
Add FinancialForce to your product
Start free with 3 connected accounts. No sales call required, and no per-customer integration code.