Systems we integrate with.

Integrate Xplan with Umlaut’s suite of innovative software solutions for streamlined, comprehensive, and compliant document management for financial planning firms of any size.

Umlaut can automatically extract invoice data, route creditor invoices through a tailored approval process and transfer approved invoice data directly into Xero.

Umlaut's integration with DocuSign allows documents to be sent for e-signatures, right from the FileBound workflow (automated) or user interface (manual). Once signed, they are imported back into FileBound.

Seamless 2 way integration with your systems like XPLAN, SharePoint & OneDrive. Sync & replicate your client records, emails and file notes with drag and drop functionality.

Streamlined processes ensure that invoices are paid on time and with less effort, eliminating the need to pass paper around, match invoices to POs or chase down approvals.

Improve the accuracy of your data by augmenting your existing UI Path robotic process automation systems, with our advanced intelligent data extraction models.

Improve the accuracy of your data by augmenting your existing Blue Prism robotic process automation systems, with our advanced intelligent data extraction models.