Gain Insights Into Your FinancialForce Data with Sourcetable

Let anyone on your team ask questions about your FinancialForce data in a familiar spreadsheet interface. Automate reporting, charting, and more. Connect FinancialForce with Sourcetable to get started.

Unleash FinancialForce's Full Potential

Sourcetable amplifies your FinancialForce data in a familiar spreadsheet interface.

Sync Without Code

Access real-time FinancialForce data instantly. Our automatic syncing pulls in comprehensive business overviews, aligning sales, services, and finance teams effortlessly.

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Uncover Insights Fast

Reveal growth opportunities with AI-powered queries and charts. Spot trends across your ERP and PSA data to accelerate high growth and maximize value.

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Automate Like a Pro

Build powerful reports using Excel formulas you already know. Create custom dashboards that update automatically, increasing efficiencies across your modern business management approach.

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Empower Your Team

Enable data-driven decisions for everyone. Your team can analyze FinancialForce data without specialized knowledge, helping your business scale with insights from ERP Cloud, PS Cloud, and Customer Success Cloud solutions.

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Give your team the tools to unlock your FinancialForce data

AI Spreadsheet

Gain insights into your FinancialForce data using natural language queries with Sourcetable AI.

Data Tables

Make your FinancialForce data accessible. Use one of our 100+ integrations to sync your data in real-time.

Report Automation

Create reports that automatically update daily, weekly, or monthly as your data changes.

Business Intelligence

Ditch complex dashboards. Bridge the gap between your data and reporting software.

Export FinancialForce To CSV

Export any data out of FinancialForce into a CSV file, millions of rows at a time.

Start analyzing your FinancialForce data in Sourcetable

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Step 1

Connect FinancialForce to Sourcetable

Let Sourcetable talk to your FinancialForce account in real-time to Sourcetable. No coding skills required.

Step 2

Sync your FinancialForce data to a workbook

View your data in a workbook to create auto-updating spreadsheets and reports.

Step 3

Gain insights into your FinancialForce data

Answer any question about your FinancialForce data with Sourcetable's AI assistant.

Over 100+ data integrations to choose from

Unlock your data's full potential with Sourcetable. Automate reporting and analyze data from any app with Sourcetable AI.

Checkout out all of our integrations

Try Sourcetable

Give your team the power to ask questions about your FinancialForce data in a spreadsheet.

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Integrate FinancialForce With Sourcetable

Try Sourcetable to gain valuable insights from your FinancialForce data in a familiar spreadsheet interface.

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