Ply seamlessly connects to various field service management and accounting software platforms. Streamline and centralize business operations, save time, reduce errors, and improve your bottom line.
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Ply integrates with popular FSM platforms like ServiceTitan, Housecall Pro, and Jobber, synchronizing job and project details, including client info and work orders. Secure data exchange is enabled with an API key from your FSM system, ensuring a smooth and protected connection.
Ply connects with accounting platforms like QuickBooks, FreshBooks, and Xero, enabling real-time financial updates, direct invoicing, and expense reconciliation. Simply log in to your accounting software to sync data, allowing information to flow smoothly between Ply and your accounting system.
Using Plaid, a trusted third-party service, Ply securely connects to your bank accounts for underwriting purposes when you choose financing options like Net terms. By logging in with your banking credentials, Plaid enables a secure connection that allows our platform to assess transaction history and balances for credit evaluation. But don’t worry! It doesn’t store any of your login details.
Benefits
Syncing FSM and accounting software with Ply eliminates the need to manually update multiple systems, saving time and reducing errors.
Get a clear financial picture by automatically updating accounts receivable, payable, and overall cash flow.
Banking integration enables Ply to offer tailored financial products like Net terms, improving cash flow management for businesses.
Users can manage jobs, track inventory, oversee procurement, and handle financials all within one ecosystem.
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