Software companies often face a significant challenge when it comes to aligning development workflows with financial operations.
Tools like Jira play a critical role in the development process, but they don’t always communicate effectively with financial systems or ERP platforms.
This disconnect can lead to inefficiencies, data silos, and manual workarounds, which not only slow down processes but also increase the risk of errors.
Without streamlined integration, teams often struggle to gain a unified view of project costs, resource allocation, and performance metrics—key factors for driving growth and meeting deadlines.
NetSuite from FinanSys, enhanced with UniFi, offers robust solutions to address these integration challenges.
Below, we outline four solutions to help your software company bridge the gap between development workflows and financial operations, improving productivity and decision-making across your business.
1. Middleware to Handle Complex Data Transformations
Not all middleware is built to the same standard.
UniFi offers an intuitive yet highly configurable data connector builder that enables seamless connections with virtually any system.
With UniFi, you can not only push and pull data between systems but also transform it into different formats—for instance, converting XML to JSON—without the need for additional tools or expertise.
Organisations using UniFi have significantly reduced integration costs and shortened project timelines, all thanks to the flexibility and efficiency of our data connector builder.
2. Seamless Integration with Developer Tools and Financial Systems via UniFi
NetSuite offers significant flexibility for integration, supporting connections with any software or application that uses APIs.
It also provides an ODBC connector, enabling direct access to NetSuite data for advanced querying and reporting.
However, UniFi enhances this further by orchestrating complex integrations between tools like Jira, Salesforce, and NetSuite, streamlining both financial and operational workflows.
As stated, UniFi acts as more than just an integration layer. It operates as middleware, capable of transforming and processing data before it reaches the destination system.
For example, if your data from Salesforce or Jira needs adjustments, calculations, or filtering before syncing with NetSuite, UniFi can handle this seamlessly.
Its webhook functionality also ensures real-time updates, keeping your systems synchronised and eliminating lag in critical processes.
3. Unified Dashboard for Better Decision-Making
With UniFi, you can link operational data, such as team availability and project timelines from Jira, with financial data in NetSuite and customer data in Salesforce—all displayed in one dashboard.
This integration gives software companies a single source of truth, allowing you to:
- Check team availability and project progress directly from Jira.
- Calculate project completion timelines and determine when you can take on new work.
This holistic view ensures that financial and operational decisions are made based on accurate, real-time data.
For example, if Jira shows that a team is nearing the end of a sprint, UniFi can help predict when that project will finish.
This enables you to proactively assign new work while aligning these schedules with financial goals.
4. Seamless Integration with Developer Tools via Open APIs
One of the most common frustrations for IT teams is dealing with the technical breakdowns that occur during integrations.
Debugging API failures, handling inconsistent data mapping, and managing poorly documented middleware can consume hours of valuable time.
These challenges disrupt workflows, delay critical processes, and create a source of tension between development and finance teams.
UniFi alleviates these issues by offering seamless integration with tools like Jira through robust, well-documented open APIs.
Unlike generic solutions that require extensive custom coding, UniFi’s APIs are designed to simplify the connection process, ensuring smoother data exchanges.
In addition to basic integration, UniFi provides real-time error monitoring and logs to quickly pinpoint and resolve any API or middleware inconsistencies.
This transparency significantly reduces debugging time, enabling your IT team to focus on innovation rather than troubleshooting. The result is a dependable, frustration-free integration that eliminates the need for constant manual intervention.
Why This Matters for Your IT Team
By using UniFi alongside NetSuite, you’re not just connecting your systems—you’re enabling smarter, faster decision-making.
The ability to view and analyse financial and operational data in one place reduces silos, eliminates inefficiencies, and empowers your team to plan effectively for growth.
By addressing integration challenges head-on, the combination of JIRA, Salesforce and NetSuite orchestrated by UniFi allows software companies to:
- Streamline operations by automating data exchange between development and financial systems.
- Increase productivity by eliminating time-consuming manual processes.
- Improve decision-making with a unified view of project performance and financial metrics.
- Support growth with scalable and flexible integration options tailored to your needs.
How UniFi Enhances NetSuite for IT Teams
- Reduced Tech Stack: UniFi comes with multiple features and use cases out of the box, so you can minimise the amount of 3rd party add-ons, plugins and integrations.
- Flexible Integrations: UniFi boasts flexible and customisable data connectors that simplify integrations between your existing business systems and NetSuite. This eliminates the need to juggle multiple systems, licences, renewal dates, logins, configurations, and costs.
- Powerful Middleware for High-Volume Transactions: Need to move massive datasets into NetSuite? UniFi’s middleware solution can handle it effortlessly. For example, we successfully migrated 300,000 invoices in just 10 hours – imagine what our feature-rich platform can do for you!
- Cost-Effective Prebuilt Connectors: Prebuilt connectors reduce development time and integration costs, delivering faster implementation.
- Cost Savings on User Licences: Not every team member needs a full NetSuite licence. With UniFi, your team members can perform certain tasks without additional NetSuite licences, thereby reducing costs significantly.
- Automation of Repetitive Tasks: UniFi has a powerful Automation Engine to help you minimise manual intervention, allowing IT to focus on strategic initiatives.
Book a Free Call to See How FinanSys Can Help
If integration challenges are holding your business back, FinanSys can provide the solutions and expertise you need to solve them.
Ready to see how we can help you align your development workflows with financial operations? Book a free call today.
