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Completes accounting software

Procontor

Netvisor

Xero

Completes accounting software

Procontor

Netvisor

Xero

Completes accounting software

Procontor

Netvisor

Xero

Completes accounting software

Procontor

Netvisor

Xero

Deployment

Deploying Caleido is very fast and does not require a multiple week project that's typical for many financial planning software.

We aim for exceptional time to value. Caleido's trial includes 5 personally curated on-boarding sessions with seasoned professionals!

Create API key

Create API credentials in Procountor or Netvisor for integration purposes.

Connect

Perform the integration in Caleido by entering the API credentials of the accounting system.

Synchronize

Caleido will start synchronizing financial data from the accounting software.

Orientation

You are ready to start using Caide. With the orientation, you will get the full benefit from the platform from the beginning. The orientation will be conducted remotely.

Deployment

Deploying Caleido is very fast and does not require a multiple week project that's typical for many financial planning software.

We aim for exceptional time to value. Caleido's trial includes 5 personally curated on-boarding sessions with seasoned professionals!

Create API key

Create API credentials in Procountor or Netvisor for integration purposes.

Connect

Perform the integration in Caleido by entering the API credentials of the accounting system.

Synchronize

Caleido will start synchronizing financial data from the accounting software.

Orientation

You are ready to start using Caide. With the orientation, you will get the full benefit from the platform from the beginning. The orientation will be conducted remotely.

Deployment

Deploying Caleido is very fast and does not require a multiple week project that's typical for many financial planning software.

We aim for exceptional time to value. Caleido's trial includes 5 personally curated on-boarding sessions with seasoned professionals!

Create API key

Create API credentials in Procountor or Netvisor for integration purposes.

Connect

Perform the integration in Caleido by entering the API credentials of the accounting system.

Synchronize

Caleido will start synchronizing financial data from the accounting software.

Orientation

You are ready to start using Caide. With the orientation, you will get the full benefit from the platform from the beginning. The orientation will be conducted remotely.

Deployment

Deploying Caleido is very fast and does not require a multiple week project that's typical for many financial planning software.

We aim for exceptional time to value. Caleido's trial includes 5 personally curated on-boarding sessions with seasoned professionals!

Create API key

Create API credentials in Procountor or Netvisor for integration purposes.

Connect

Perform the integration in Caleido by entering the API credentials of the accounting system.

Synchronize

Caleido will start synchronizing financial data from the accounting software.

Orientation

You are ready to start using Caide. With the orientation, you will get the full benefit from the platform from the beginning. The orientation will be conducted remotely.