Flextract Integrations

Flextract seamlessly connects with your existing business tools to create a unified document processing and client management experience. Our integrations eliminate manual data entry, reduce errors, and keep your information synchronized across platforms.

Integration Overview - File Sync

Integration	Category	File Sync	Key Features
Box	Cloud Storage	✅	Secure file storage, automated document organization, enterprise-grade security
Google Drive	Cloud Storage	✅	File synchronization, Google Workspace integration, collaborative document management
Egnyte	Enterprise File Sharing	✅	Enterprise file management, secure collaboration, compliance-ready storage

Integration Overview - Data Updates

Integration	Category	Data Updates	Key Features
PreciseFP	Financial Planning CRM	✅	Complete client profile management, account creation, financial data tracking
Wealthbox	CRM/Contact Management	✅	Contact management, lead tracking, client communication history

Integration Categories

📊 CRM & Client Management

Transform extracted document data into actionable client information that automatically updates your CRM systems.

PreciseFP Integration

Automatically create and update client accounts from document data
Sync personal information, financial details, and contact data
Support for co-clients and family member management
Real-time profile updates with validation

Wealthbox Integration

Seamless contact creation and updates
Lead qualification from document extraction
Client communication tracking
Opportunity and pipeline management

Salesforce Integration

Enterprise-grade CRM connectivity
Lead and contact synchronization
Custom field mapping capabilities
Workflow automation support

💾 File Management & Storage

Keep your documents organized and accessible with automated file synchronization.

Box Integration

Secure enterprise file storage
Automated folder organization
Compliance and audit trails
Advanced security controls

Google Drive Integration

Seamless Google Workspace connectivity
Real-time collaboration features
Automated file organization in Drive folders
Google Sheets integration for data export

Egnyte Integration

Enterprise-grade file sharing
Advanced permissions and security
Compliance reporting
Hybrid cloud and on-premises support

Getting Started

1. Connect Your Accounts

Simply authenticate with your existing service accounts through our secure OAuth flow. No need to share passwords or API keys.

2. Process Documents

Upload documents to Flextract and watch as the extracted data automatically populates your CRM, fills your forms, and organizes your files.

Security & Compliance

All integrations use industry-standard OAuth 2.0 authentication and encrypted connections. Your data remains secure and private, with granular permission controls for each integration.

Enterprise Security: All connections use secure, encrypted protocols
Granular Permissions: Control exactly what data is shared with each service
Audit Trails: Complete visibility into data synchronization activities
Compliance Ready: SOC 2, GDPR, and industry compliance support

Integration Benefits

⚡ Increased Efficiency

Eliminate manual data entry across multiple systems
Reduce processing time from hours to minutes
Minimize human errors in data transcription

🔄 Real-Time Synchronization

Instant updates across all connected platforms
Consistent data across your entire tech stack
Automated workflows trigger immediately after processing

📈 Scalable Operations

Handle increasing document volumes without additional staff
Standardized processes across your organization
Seamless integration with existing workflows

💰 Cost Savings

Reduce manual processing costs
Minimize errors that require expensive corrections
Maximize ROI on existing software investments

Need Help?

Our integration specialists are available to help you configure the perfect workflow for your business needs. Contact support for personalized setup assistance and advanced configuration options.

Pro Tip: Start with one integration and gradually add more as you become comfortable with the automated workflows. Most clients see immediate ROI within the first week of implementation.