LivePreso Integrations

Docusign, a cloud-based electronic signature system that allows companies of all sizes to sign, send and manage agreements from any device, anytime, anywhere. Docusign is trusted by more than 250,000 businesses in 188 countries. It allows users to sign various types documents, including school permission slips, business agreements, contracts, agreements, and approvals. Docusign allows users to send and sign documents using multiple languages. It also offers a mobile app for Android, iOS and Windows. Docusign allows you to digitally notarize notarial acts for your organization. It allows a Notary Public, who can act as an in-person witness, to electronically sign documents.

Microsoft 365 is a comprehensive productivity suite that brings together essential tools like Word, Excel, PowerPoint, Outlook, and Teams in a unified cloud-based environment. Enhanced by Microsoft 365 Copilot, the platform integrates AI directly into these applications to help users work more efficiently and intelligently. Users can quickly generate documents, analyze complex datasets, and design presentations with the help of AI-driven suggestions and automation. The platform supports real-time collaboration, allowing teams to work together on files, share updates, and communicate seamlessly. With OneDrive cloud storage, users can securely store and access their files from any device at any time. Microsoft 365 also enables users to incorporate their own files into AI prompts, ensuring responses are relevant and context-aware. Copilot can assist with brainstorming ideas, summarizing content, and organizing workflows to save time. The platform is accessible across desktop, web, and mobile applications, providing flexibility for different work environments. It also prioritizes user control, giving individuals the ability to manage how AI is used within their workspace. By combining productivity tools with intelligent automation, Microsoft 365 helps users accomplish tasks faster and more effectively. Ultimately, it empowers individuals and teams to improve productivity, collaboration, and decision-making in a modern digital workspace.

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Slack is a cloud-based platform that enhances project collaboration and team communication, specifically tailored to foster smooth interaction within organizations. With a robust suite of tools and services unified in one platform, Slack allows for private channels that encourage engagement among smaller groups, direct messaging options for sending information straight to coworkers, and public channels that invite discussions among members from different organizations. Accessible on various operating systems including Mac, Windows, Android, and iOS, Slack boasts a wide array of features such as chat capabilities, file sharing, collaborative workspaces, instant notifications, two-way audio and video calls, screen sharing, document imaging, and activity tracking, among other functionalities. Additionally, its user-friendly interface and versatile integration options make it a popular choice for teams seeking to enhance their productivity and communication effectiveness.

Emerging startups and established Fortune 500 companies alike, whether in B2B or B2C sectors, are drawn to selling on Amazon for one compelling reason: the platform boasts a staggering 300 million customers shopping across its global stores. When you utilize Fulfillment by Amazon (FBA), you can leave the logistics of shipping, returns, and customer service in our capable hands, but if you prefer to manage shipping independently, that option is also available. You have the flexibility to select from various selling plans, product categories, and fulfillment methods that align perfectly with your business objectives. Amazon operates on four core principles: a focus on customer satisfaction rather than merely competing with others, a drive for innovation, a dedication to operational excellence, and a vision for long-term success. Our aspiration is to become the most customer-centric company on Earth, the best employer, and the safest working environment globally. With features such as customer reviews, 1-Click shopping, tailored recommendations, Prime, and Fulfillment by Amazon, alongside services like AWS, Kindle Direct Publishing, and devices including Fire tablets and Amazon Echo, we continue to innovate. As we expand our offerings, we also uphold initiatives like The Climate Pledge, reinforcing our commitment to sustainability while enhancing the shopping experience for all.

Power BI provides advanced data analysis, leveraging AI features to transform complex datasets into visual insights. It integrates data into a single source, OneLake, reducing duplication and streamlining analysis. The platform enhances decision-making by integrating insights into everyday tools like Microsoft 365 and is bolstered by Microsoft Fabric for data team empowerment. Power BI is scalable, handling extensive data without performance loss, and integrates well with Microsoft's ecosystem for coherent data management. Its AI tools are user-friendly and contribute to efficient and accurate insights, supported by strong data governance measures. The Copilot function in Power BI enables quick and efficient report creation. Power BI Pro licenses individuals for self-service analytics, while the free account offers data connection and visualization capabilities. The platform ensures ease of use and accessibility, backed by comprehensive training. It has shown a notable return on investment and economic benefits, as reported in a Forrester study. Gartner's Magic Quadrant recognizes Power BI for its ability to execute and completeness of vision.

Tableau, an industry-leading analytics platform, empowers businesses to make smarter, data-driven decisions with AI-powered insights and advanced data visualization. By leveraging Tableau Next, which integrates seamlessly with Salesforce and Agentforce, users can access intelligent analytics and unlock the full potential of their data. Tableau provides flexible deployment options—whether cloud-based, on-premises, or directly integrated with Salesforce CRM—ensuring organizations can access a comprehensive data management solution. With built-in AI and machine learning capabilities, Tableau helps users uncover patterns, predict outcomes, and improve decision-making at every level of the organization. Its intuitive interface allows analysts, business leaders, and IT teams to explore data, visualize trends, and collaborate efficiently, while fostering a Data Culture that accelerates innovation and enhances operational efficiency.

One platform, infinite ways for you to connect with your customers and employees. Any app can be made authable. Okta can help you create secure and delightful experiences quickly. Okta's Customer ID products can be combined to create the stack you need. This will provide security, scalability and reliability. Protect and empower your employees, contractors, partners. Okta's workforce identification solutions will protect your employees no matter where they are. You will have the tools you need to automate cloud journeys and support hybrid environments. Okta is trusted by companies around the globe to protect their workforce identities.

Adobe Analytics is an enterprise-grade analytics suite designed to provide unified customer insights across data sources, channels, products, and content. It connects customer identities and interactions over time, enabling holistic journey analysis with high-speed, ad hoc reporting and visualization tools. Customer Journey Analytics delivers advanced segmentation, cross-device tracking, and flexible attribution models for precise insight into engagement patterns. The B2B Edition extends these capabilities to account- and buying-group–level analysis, supporting pipeline optimization and revenue growth strategies. Digital Analytics transforms raw digital data into actionable intelligence with deep reporting and governance controls. Content Analytics uses AI to measure asset-level performance and attribute content impact across the customer journey. Product Analytics provides event-based insights, cohort analysis, and friction-point identification to enhance product experiences. Built on Adobe Experience Platform, the solution ensures scalable data collection, privacy compliance, and seamless integration across Adobe’s ecosystem. By unifying data-to-insight-to-action workflows, Adobe Analytics empowers teams to optimize marketing strategy, personalize experiences, and accelerate business outcomes.

Strategy ONE, previously known as MicroStrategy, is a cutting-edge platform that leverages artificial intelligence to enhance business intelligence and facilitate data-driven insights. By merging sophisticated AI capabilities with traditional business intelligence tools, it aids organizations in optimizing workflows, automating various processes, and enhancing the availability of data. The platform's capacity to connect with numerous data sources instills confidence in the accuracy of the analyses, allowing businesses to make quicker and more informed decisions. Additionally, it embraces cloud-native technologies that foster effortless scalability and flexibility. With the inclusion of an AI chat interface, users can engage in straightforward data querying and analysis, further simplifying their interaction with data and amplifying their ability to achieve significant outcomes. This innovative approach not only streamlines operations but also empowers teams to harness the full potential of their data resources.

MYOB Acumatica is a versatile cloud-based Enterprise Resource Planning (ERP) solution specifically designed for medium to large enterprises in Australia and New Zealand. By merging financial management, customer relationship management (CRM), project accounting, inventory and distribution, and payroll management into one cohesive platform, it offers users real-time insights and control over their business operations. Built with scalability at its core, MYOB Acumatica caters to various sectors, including manufacturing, construction, wholesale distribution, professional services, retail, healthcare, and non-profit organizations. Its cloud infrastructure guarantees access from any device, which enhances remote work capabilities and promotes collaboration among team members. In addition to its robust features, MYOB Acumatica allows for integration with over 150 applications, enabling businesses to customize the software to meet their unique requirements. This flexibility is crucial for companies aiming to adapt and thrive in a rapidly changing market landscape. Furthermore, the system’s user-friendly interface ensures a smoother transition for teams adopting this technology.

Unmatched speed to market for embeddable charts, dashboards, and graphs GoodData's self service analytics user interface allows business users to create their own dashboards and visualizations in order to get the insights they want. Scaling your business doesn't require you to pay per user. Additionally, your organization's data volume will increase, which will allow you to improve your analytics without affecting your performance. GoodData provides the foundation for flexible data connections and transformation. Advanced data modeling and semantics guarantee integrity and accuracy for each metric. Our platform is secure at all levels, from multi-tenant architectures to regulatory compliance. Avoid common misunderstandings when building a SaaS product that includes embedded analytics. Learn about how analytics integration works in applications and the essential features.

Xref simplifies your talent journey, allowing you to make confident decisions that are people-focused. Save time by creating and sending a survey within 30 seconds. Feedback is presented in graphs that are easy to understand and provide actionable insights. Reduce administrative work: Surveys can easily be created and completed on any device, at any time. Let automation take care of the rest. Xref has been certified ISO27001 and GDPR compliant, so you can rest assured that your data will be kept safe and secure. Reduce the time it takes to hire top talent and secure them quickly. Xref’s automated reference-checking tool helps you make informed, compliant decisions when hiring. Want to know how to reduce attrition? Or what metrics your company excels at or could improve on? Conduct a pulse survey. Collect, analyse and measure feedback from departing staff. By collecting data consistently, you can reduce attrition over time and improve retention.

Experience the convenience of cloud-based bookkeeping tailored for small business owners with Decimal. We recognize that bookkeeping can be the least appealing aspect of managing your business, so let us handle it for you. In just three minutes, you can free yourself from the burden of bookkeeping forever by selecting the plan that suits you best. Our dedicated in-house bookkeepers will collaborate with you, ensuring a seamless transition. By securely linking your bank accounts, credit cards, and platforms like PayPal and Square, your data will be automatically sent to our bookkeeping team. From that point on, your accounting team will keep your financial records current, manage payroll, and handle tax submissions, allowing you to focus on your passions. We have expertly integrated cutting-edge technology with personalized service to provide an unparalleled online bookkeeping experience. Additionally, with the Decimal app, you have access to a real accountant who is ready to assist you via call, email, or message whenever and wherever you need support, ensuring that help is always at your fingertips.

Cognos Analytics with Watson brings BI to a new level with AI capabilities that provide a complete, trustworthy, and complete picture of your company. They can forecast the future, predict outcomes, and explain why they might happen. Built-in AI can be used to speed up and improve the blending of data or find the best tables for your model. AI can help you uncover hidden trends and drivers and provide insights in real-time. You can create powerful visualizations and tell the story of your data. You can also share insights via email or Slack. Combine advanced analytics with data science to unlock new opportunities. Self-service analytics that is governed and secures data from misuse adapts to your needs. You can deploy it wherever you need it - on premises, on the cloud, on IBM Cloud Pak®, for Data or as a hybrid option.

Configure smart, accurate deals faster. No matter how complex your business is, empower your sellers to accurately quote and spend less time selling. Conga CPQ makes it easier for sellers to close more deals and achieve a higher win rate. Construct complex products and services, provide accurate quotes and make smarter deals by using the most current pricing and product information. The process is smooth and error-free, which will be appreciated by your customers. 82% of B2B decision makers believe sales reps lack preparation. Conga CPQ allows you to scale the actions your top sales reps across the entire organization by providing pricing guidance, guided selling, and margin protection.

Enhance your decision-making capabilities by utilizing a single, scalable platform that delivers real-time insights. SAP BusinessObjects Business Intelligence serves as a comprehensive suite for data reporting, visualization, and collaboration. Functioning as the on-premise BI component of SAP’s Business Technology Platform, it converts data into actionable insights that are accessible anytime and from any location. By leveraging the SAP BusinessObjects Business Intelligence (BI) suite, you can effectively communicate insights and improve decision-making processes. Our analytics platform features a versatile architecture that can adapt to your expanding needs—whether it's accommodating a handful of users or scaling up to tens of thousands, as well as supporting a range of tools and interfaces. This on-premise solution operates under a perpetual licensing model, enabling you to pay only for the specific functionalities and number of users that your organization requires, ensuring a cost-effective approach to business intelligence. With SAP BusinessObjects, you can confidently navigate your data landscape and drive informed decisions that propel your business forward.

The heightened level of global competition presents challenges for companies striving to thrive in the current marketplace. As a result, these businesses are increasingly focused on fostering deeper connections with customers, channels, shoppers, and consumers to enhance their sales performance. Traditionally, consumer products firms have faced a surplus of solutions across their front office, complicating their operational efficiency. To tackle this issue, Accenture and Salesforce aim to create a unified engagement system for sales processes, merging Salesforce's capabilities with Accenture's vast expertise in the consumer goods sector. By utilizing Accenture Cloud Trade Promotion Management, organizations can effectively plan and implement successful promotional campaigns while gaining insights into trade investments, expenditures, and profitability. Additionally, Accenture Cloud Retail Execution empowers management and field sales teams to execute more precise and compliant promotions, ultimately driving better outcomes for the business. This collaborative approach not only simplifies processes but also positions companies to navigate the complexities of the modern retail landscape more effectively.

Software tailored for the financial services sector designed to enhance performance. Operating a financial services enterprise can be quite challenging, and that's where we step in. Throughout regions including the UK, Europe, North America, APAC, and South Africa, over 9,000 investment firms, wealth management companies, advisory services, trading entities, and brokerage firms are setting ambitious goals and achieving greater success with our performance-driven financial services software. The complexities of managing a financial services business are ever-increasing, with daily pressures on both resources and finances. As demands grow—be it more data, heightened compliance requirements, or fierce competition—we are here to assist. Globally, a multitude of financial advisors, wealth managers, investment managers, traders, lenders, and mortgage brokers depend on our innovative software to operate more efficiently and provide superior services to the countless individuals who depend on them. Originally known as QuantHouse, the industry leader in API trading technology, we have now transitioned to Iress, enabling our clients to enhance their data-driven trading strategies even further. Our commitment is to continually adapt and provide solutions that meet the evolving needs of the financial landscape.

The Compliance Suite platform is a versatile and innovative technology solution designed to facilitate the preparation and submission of various regulatory forms, including the Securities and Exchange Commission’s Form N-PORT, Form N-CEN, Form N-MFP, and Form PF, along with other filing obligations such as Annex IV of AIFMD and CFTC, and NFA Form CPO-PQR. Additionally, it offers comprehensive tools for risk management, performance monitoring, and managing pipeline and relationships within the asset management sector. This user-friendly and scalable solution delivers the adaptability needed to navigate today’s fast-paced business, risk, and regulatory environments. The architecture of Compliance Suite allows for customization, enabling the system to be utilized for purposes beyond just regulatory filings. Furthermore, it serves as a data repository for internal risk assessment and investor reporting, while also featuring a customizable dashboard and fund performance charting capabilities to enhance user experience. Ultimately, this platform empowers asset managers to streamline compliance processes and improve operational efficiency.

The APOC platform was built modularly and includes components such as OCR, workflows and matching engine. It supports out-of-the box integration and allows multiple modes for invoice receipting other than paper. It features OCR for automatic data extraction at both line and header level. This allows for touchless invoice processing and automated 2/3-way matching. The AI/ML-assisted account coding for non-PO invoices and multi-parameter duplicate checks allows faster and more accurate supplier payments. Flexible workflows for managing approvals, exceptions, and a rule-based or configurable approval matrix are available to meet varying customer requirements. It provides actionable insights about the payables process and an inbuilt analytics engine.

Since its inception in 1973, Hardhat has been dedicated to collaborating with contractors, adapting to their evolving needs, particularly in demanding and varied environments. Our wealth of experience has culminated in the development of a crucial product: Hardhat Job Cost Accounting Software, recognized as the most thorough, fully integrated, and cost-effective construction job cost software available. We take great pride in our ability to cater to the dynamic requirements of our clients operating within the complexities of contract work. The software features a standard Chart of Accounts, which can be customized with the ability to add, modify, or remove accounts as needed. For those who prefer, we can also assist by importing your existing Chart of Accounts seamlessly. Additionally, Hardhat includes essential functions such as Bank Reconciliation and user-defined Profit and Loss Reports and Balance Sheets, ensuring that our clients have comprehensive financial oversight at their fingertips. With Hardhat, contractors can effectively manage their job costs while navigating the intricacies of the construction industry.

A unified overview of patient flow data, integrating information from inpatient, elective, emergency, and other compatible hospital systems, facilitates near real-time insight into capacity and demand, allowing for well-informed decisions regarding patient movement. The system incorporates electronic journey boards for both departments and wards, which enhance visibility of each patient's progression from admission to discharge. It also includes clinical task and referral management functionalities, and can be accessed via desktop, mobile devices, or touch screen journey boards. Historically, various hospital departments operated on separate patient systems, which hindered communication and created silos that resulted in inefficiencies. By delivering a consolidated source of real-time patient status information, the Patient Flow Manager equips hospital staff with operational insights across the institution. Moreover, with Patient Flow Manager, hospitals can seamlessly oversee the patient journey from admission through to discharge by integrating effortlessly with their existing systems, ultimately enhancing the overall efficiency of patient care. This integration not only improves communication between departments but also fosters a more coordinated and streamlined approach to patient management.