Financial intelligence layer

Turn disconnected systems into one financial truth. Operate and report from one unified financial layer.

Permute unifies operational, customer, financial, and risk data into a shared model that connects business drivers to financial outcomes. It powers reporting, analytics, and AI across your organization.

Book a demo Explore Permute

Salesforce

HubSpot

Google Drive

Microsoft 365

Excel / Google Sheets

Stripe

NetSuite

SAP

Xero

Salesforce

HubSpot

Google Drive

Microsoft 365

Excel / Google Sheets

Stripe

NetSuite

SAP

Xero

One system for disconnected financial data. Connect legacy tools, reconcile entities, and deliver reliable work without a rip-and-replace.

Explore integrations

Connect every system without replacing it

Bring legacy ERP, CRM, finance, and operational tools into one governed data layer.

Connected sources

One governed data layer

Healthy

Salesforce

ERP

Synced 1m ago

HubSpot

System of record

Synced 2m ago

QuickBooks

System of record

Synced 3m ago

NetSuite

System of record

Synced 4m ago

Reconcile the records your systems disagree on

Resolve duplicate customers, vendors, accounts, and definitions into trusted entities.

Acme Industrial Group

Canonical customer · enty_2048

98.4% match

NetSuiteACME INDUSTRIAL LLCERP-00192

HubSpotAcme IndustrialHS-88421

SalesforceAcme Ind. GroupSF-40911

Reviewed business rules applied across every source

Build reporting on reviewed, repeatable logic

Give every team the same metrics, dashboards, and recurring operating views.

Marketing pulse, end-to-end

Klaviyo + Google Analytics

Marketing dashboard showing channel performance, conversion, revenue, and subscribers

Revenue & cash, reconciled

HubSpot + QuickBooks

Revenue and cash dashboard reconciling HubSpot deals with QuickBooks invoices and collections

Two subsidiaries, one P&L

Multi-entity QuickBooks

Multi-entity profit and loss dashboard combining two QuickBooks subsidiaries

Ask questions and see the evidence behind every answer

Explore performance in plain language with answers grounded in connected business data.

Permute chat analyzing HubSpot deals with a grounded summary and data table

Custom MCP servers

Power Claude and ChatGPT with your enterprise data

Connect and optimize data across your business, then publish a governed MCP server for the AI tools your team already uses.

Enterprise data

Permute MCP

Custom server

ConnectedOptimizedGoverned

Built for fragmented systems

Financial visibility for the world’s most complex industries.

Connect the systems behind the business so finance and operating teams work from the same truth.

Trust

Secure by design.

Built by finance and cybersecurity experts for professionals and enterprises.

Zero trust access controls

Every request verified. No implicit trust between users, agents, or systems.

Encryption

Protect data at rest and in transit.

Access controls

Keep the wrong people from accessing sensitive data.

Auditability

Transparent outputs that support review and verification.

The disconnected data problem

The common problems caused by disconnected systems.

When ERP, CRM, finance tools, and spreadsheets tell different stories, every report becomes a manual reconciliation project.

Q3_board_pack_v7_FINAL.xlsx

edited 4m ago

ABC

12Acme Industrial LLC2,840,112=SUM(B2:B9)

13Acme Ind. Group2,811,004manual

14Acme Midwest#REF!—

15ACME IND2,840,112pasted

16Total8,491,228check?

Spreadsheet reporting

Every important report starts with exports, formulas, and checking numbers by hand.

How Permute solves it

Spreadsheet reporting

Permute connects the source systems once, applies reviewed reporting logic, and turns recurring spreadsheet work into reports that refresh automatically.