System Connectivity made simple
Unleash the power of connected business data with Dynamiti Connect.
System Connectivity made simple
Unleash the power of connected business data with Dynamiti Connect.
Bringing your finance and business platforms together
Modern businesses rely on a variety of platforms for accounting, CRM, ERP and more. When these systems do not communicate, data silos form, limiting visibility and slowing growth. Dynamiti Connect bridges the gap, enabling seamless two-way integration between your finance and business applications, so your teams always have the full picture.
Why connect your systems?
Break down silos
Break down data silos and give every team, from sales to operations, real-time access to the information they need. No more blind spots or duplicated effort.
Complete customer view
Gain a complete customer view, empowering your staff with a full overview of accounts, contacts, invoices, contracts, marketing and service data in one place.
Informed decision-making
Make informed decisions with consistent, reliable data across platforms.
Key benefits
Reduce the cost of integration
Remove high integration costs and avoid expensive custom builds. Dynamiti Connect simplifies system connectivity, reducing financial overhead and speeding up deployment.
Automate everyday tasks
Save time by eliminating manual data entry and double-handling. Automate workflows and boost productivity by keeping your systems in sync.
Keep information up to date
Ensure data consistency so you can trust that your information is accurate and up to date, wherever you need it.
Use reliable data to guide decisions
Unlock data insights and make strategic decisions with confidence, thanks to unified, reliable information.
How Dynamiti Connect works
Dynamiti Connect acts as a bridge between your accounting solution and your business systems:
Keep data moving across systems
Two-way synchronisation keeps data flowing between your finance and business platforms. For example, when a new invoice is created in your accounting software, it appears in your CRM or ERP, and vice versa.
Improve access to shared information
Automated data sharing means accounts, contacts, invoices, aged debt, contracts, marketing and service information are synchronised across platforms. Everyone in your organisation has access to the same, up-to-date information, regardless of which system they use.
Save time with automated updates
No manual re-entry is needed. Integration is automated, reducing errors, saving time and ensuring consistency.
Use a simple approach to integration
Simple, cost-effective integration avoids the high costs and complexity of custom solutions. It is quick to deploy and easy to manage, making it accessible for businesses of all sizes.
Current supported systems are Microsoft Dynamics 365 and Xero. Dynamiti Connect synchronises financial and business data between these two platforms, with the flexibility to expand as your needs grow.
Example use cases
Sales and account managers can see a complete customer profile, including financial status, outstanding invoices and contract details, directly within their CRM, without needing access to the accounting system.
When an invoice is raised in Xero, it is instantly visible in your ERP or CRM, allowing customer service teams to answer billing queries quickly and accurately.
Finance and sales teams can collaborate more effectively by having real-time visibility of aged debt and payment status, helping to prioritise collections and improve cash flow.
With all systems synchronised, management can generate accurate, up-to-date reports without worrying about discrepancies between platforms.
New customers or suppliers added in one system are automatically created in the other, reducing onboarding time and minimising manual errors.
Flexible integration for the dataverse
Dynamiti Connect is designed to work across the dataverse, connecting your accounting, CRM and ERP solutions for maximum flexibility. Whether you are using cloud-based finance apps or enterprise-grade business platforms, Dynamiti Connect is built to scale with your needs.
Current Capabilities
At present, Dynamiti Connect offers robust two-way integration between Microsoft Dynamics 365 and Xero. You can synchronise accounts, invoices, payments and more, ensuring your finance and business teams are always aligned.
FAQs
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Which applications does it work with?
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Dynamiti Connect currently connects Dynamics 365 CRM and Xero, with more applications possible. If you have a specific need, don't hesitate to get in touch.
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Is it a one-way ot two-way sync?
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Dynamiti Connect works two-way. Push business from Dynamics 365 CRM into Xero, and vice versa.
Want to get in touch with one of our team?
You can email us at hello@dynamiti.com with any enquiries that you have.