Integrations

Integrations Marketplace

Connect Capital Untapped with your existing tools and workflows

available

Microsoft 365

Calendar sync, document collaboration, and email integration with Microsoft 365.

Productivity 5d setup

Calendar sync, OneDrive documents, Outlook email

Requires Pro plan

Upgrade
available

Xero

Automate accounting reconciliation and fund financial reporting with Xero.

Accounting 10d setup

Invoice sync, bank reconciliation, fund P&L reports

Requires Institutional plan

Upgrade
available

QuickBooks

Sync transactions, invoices, and financial reports with QuickBooks Online.

Accounting 10d setup

Transaction sync, invoicing, financial reporting

Requires Institutional plan

Upgrade
available

HubSpot

Connect HubSpot contacts, companies, and deals with your ACX investor pipeline.

CRM 7d setup

Contact sync, deal pipeline mapping, email tracking

Requires Institutional plan

Upgrade
available

Salesforce

Sync investor CRM data, deals, and pipeline stages bidirectionally with Salesforce.

CRM 14d setup

Bidirectional deal sync, investor mapping, pipeline stage tracking

Requires Institutional plan

Upgrade
available

Slack

Receive real-time deal alerts, capital call notices, and AI CIO insights directly in Slack.

Communication 3d setup

Deal alerts, capital call notifications, AI insights digests

Requires Pro plan

Upgrade
available

Tableau

Export ACX portfolio analytics and impact metrics to Tableau for advanced visualisation.

Analytics 14d setup

Portfolio analytics export, impact dashboards, custom reports

Requires Institutional plan

Upgrade
coming soon

Bloomberg Terminal

Stream live market data, commodity prices, and macro indicators into your ACX dashboard.

Data & Analytics 21d setup

Live market data, commodity feeds, macro indicators

Requires Institutional plan

Upgrade
coming soon

Stripe

Alternative payment processing and wallet top-up integration for diaspora investors.

Payments 7d setup

Payment processing, wallet top-ups, subscription billing

Requires Institutional plan

Upgrade
available

Power BI

Create custom dashboards and reports from ACX fund and portfolio data in Power BI.

Analytics 14d setup

Custom dashboards, fund performance, impact metrics

Requires Institutional plan

Upgrade
available

Dropbox

Sync data room documents and investor materials with Dropbox storage.

Storage 7d setup

Data room sync, document versioning, secure sharing

Requires Institutional plan

Upgrade
available

Google Workspace

Sync Google Calendar, Drive documents, and Gmail with your ACX account.

Productivity 5d setup

Calendar sync, Drive integration, email notifications

Requires Pro plan

Upgrade

Need a Custom Integration?

Our team can build custom integrations tailored to your organisation's workflow.

Contact Sales