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Integrations
More data action, less data entry
Deliver structured data directly to your firm with an integrated end-to-end automated workflow.
Import unstructured data from anywhere
- Upload your files directly with over 25 file types supported
- Import data from emails, PDFs, documents, slide decks, and even handwritten documents
- Automatically upload documents from portals and data rooms with Portal Document Retrieval
- Directly connect data sources like email and cloud drives
Export actionable data to downstream systems
- Stream validated data directly to your firm with our API or pre-built integrations for your investment data and portfolio management systems
- Connect Alkymi to thousands of apps through our integrations with business workflow tools, including Microsoft Power Automate and Zapier
- Directly feed your BI tools, dashboards, and cloud databases
Our growing list of platform and app integrations
API
Import/Export
Connect to databases, data lakes, and other sources and destinations of data with our developer-friendly REST API, with full event-based webhook support, easy-to-add email integrations, and other user-triggered import/export options. Accommodate any database model, and ensure strict compliance with data types.
Excel Export
Export
Export data directly to Excel spreadsheets. Create custom excel templates.
Export
Send your data to SimCorp Dimension through our direct integration. SimCorp customers can use our Capital Notices Pattern within Dimension for seamless data extraction and transformation.
Microsoft Exchange
Import/Export
Connect Microsoft Exchange (Outlook) directly to Data Inbox for real-time processing of emails and attachments. Label, automatically route, and action emails.
Salesforce
Export
Export data directly into Salesforce and power end-to-end automated business processes with Flows and Flow Orchestrator. Alkymi’s data model is also compatible with Salesforce Apex, allowing for custom actions to be written using Apex script.
GSuite
Import/Export
Connect GSuite directly to Data Inbox for real-time processing of emails and attachments, including labelling, automatic routing, and actioning emails.
Snowflake
Export
Automatically export data points to Snowflake when a document is approved.
Microsoft Power Automate
Export
Export documents into Microsoft applications and services and build end-to-end workflows with the entire Microsoft ecosystem, including OneDrive, Sharepoint, Excel, DropBox, Box, and thousands of other applications.
Zapier
Export
Automatically export documents when triggered or use triggers to create an action when a document is approved. Unlock actions in more than 5,000+ enterprise applications like Quickbooks, Box, OracleDB, and more.