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UNITE FOR FINANCIAL SERVICES

Automated and Secure movement of data for your Financial Services

Finance teams, fintechs, and CFOs can unify ledgers, banking, payroll, and expenses for faster close and cash-flow clarity using Unite.

Unite consolidates data from QuickBooks, Xero, Zoho Books, and payment processors like Stripe into your destination—no code required.

Trusted by data driven companies

From eCommerce brands to SaaS platforms, Unite powers reliable and fast data pipelines across industries.

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How Unite helps

Unite’s automated data pipelines move data from one source to another in just 4 simple steps:

Plug-and-Play Connectors

Extract data from Xero, QuickBooks, Zoho Books, Stripe/PayPal/Razorpay payouts, Shopify/Amazon settlements, payroll, and expenses in minutes—no engineering required.

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Automated Data Pipelines

Schedule secure ETL/ELT to land in BigQuery, Snowflake, Redshift, PostgreSQL or connect directly to Looker Studio/Power BI/Tableau for live dashboards.

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No-Code Interface

Build and monitor pipelines in a clean UI—no SQL or scripts. Unite handles schema evolution, backfills, and safe deduping. Deliver to your warehouse or connect BI directly.

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Unified Reporting

Combine accounting data with sales data into one view. Export to BigQuery, Snowflake, Looker Studio, or wherever your team works best.

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Make Smarter Decisions for your Finance with Unite

Unite empowers finance teams to focus on strategy, not spreadsheets.

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Single source of truth

Pull data into one warehouse with standardized schemas for contacts, invoices, bills, payments, journals, bank transactions, products, and tax—so P&L, Balance Sheet, and cohort views stay consistent across entities.

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Financial reporting that’s always in sync

Turn Xero/QuickBooks/Zoho Books, Shopify sales, and Stripe/PayPal/Razorpay/Adyen payouts into live P&L, Balance Sheet, and Cash Flow—by entity and consolidated. Deliver to your warehouse or connect BI directly for auto-refreshing, penny-perfect reports.

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Close & reconciliation without chaos

Unify journals, bank feeds, and gateway payouts so bank recs, payout clears, and month-end close finish faster—with variance flags, duplicate detection, and a clean audit trail.

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Receivables control & faster cash

Blend invoices, credit notes, and payments with CRM/email outcomes to track DSO, broken promises-to-pay, and collector performance—backed by drill-through to source documents.

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Popular Financial Services sources and destinations

Seamlessly connect your favourite marketing platforms and analytics tools with Unite.

"With Unite, we no longer juggle multiple dashboards or spend hours on manual reporting. All our marketing data flows into one place, giving us real-time insights to optimize campaigns and boost ROI."
- Sofia R., BrightWave Media
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Real Stories. Real Impact.

Discover how businesses like yours are using Unite to transform their data workflows. These real-world case studies highlight the measurable results our clients have achieved.

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How AdWave Transformed Digital Marketing Performance with Unite

From scattered data to unified insights — see how AdWave boosted ROI and cut reporting time by 80%.

Challenge

AdWave, a digital marketing agency, struggled with fragmented data from multiple ad platforms, CRMs, and analytics tools. Manual reporting consumed hours each week and delayed campaign optimizations.

Solution & Results

Using Unite’s no-code ETL platform, AdWave seamlessly integrated data from Facebook Ads, Google Analytics, and HubSpot into BigQuery — without relying on engineering resources. Automated data pipelines replaced manual exports, delivering real-time insights across campaigns. Within weeks, reporting time dropped by 80%, marketing teams optimized ad spend faster, and ROI improved by 25%.

Unite faq iconFAQ

Got Questions? We’ve Got Answers.

Everything you need to know before get start building your first pipeline.

LET’S BUILD SMARTER DATA PIPELINES — TOGETHER.

Whether you're migrating from another ETL platform or starting fresh, Unite helps your team launch reliable data pipelines fast. Need a demo, drop us a message below:

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