“Walking into that half empty room formerly full of paper filled filing cabinets gives me a huge sense of satisfaction and demonstrates in a tangible way to everyone how much value Cabinet adds to JFS Wealth Advisors.”
For small and mid-sized companies, it’s imperative that their business-critical software applications work together. If they don’t, data is entered multiple times, valuable time is wasted in unnecessary training and IT budgets skyrocket.
That’s why SAFE was engineered with a number internal integration tools, allowing the solution to integrate with most common applications — such as Microsoft Office and Intuit QuickBooks — directly out of the box.
The popular Books tool — available free with any SAFE license or SAFE CLOUD subscription — automatically creates QuickBooks transactions corresponding with SAFE documents.
API provides a Windows-based development framework for integrating third-party applications is available for instances where a higher level of integration is required.
SAFE Integration Tools
- BooksOffering direct integration with QuickBooks software
- APIFramework for integrating third-party applications with SAFE
- WebSyncLinking SAFE data to web-based applications, such as SalesForce
- RetrieverSimplifying access to outside documents from within Cabinet software
- SynchronizerAutomatically integrating content from non-Cabinet software