Integrations

The tools a licensing desk already runs on

Statements stay where they land, and invoices post to the books you already keep.

Statements in

Every file a licensee sends, read on arrival.

  • OutlookThe add-in reads attachments as they arrive and files the statement.
  • GmailStatements emailed to a shared inbox are read the same way.
  • SharePointA connector watches the folders your licensees already drop into.
  • OneDrivePersonal and team folders, watched the same way.
  • Google DriveShared drives, watched the same way.
  • DropboxShared folders, watched the same way.
  • BoxFolders and licensee upload links.
  • ExcelAny template, any layout. Hidden rows and merged cells included.
  • Google SheetsShared sheets, read in place.
  • PDFTyped or scanned. Each cell is read and checked.

Contracts in

The agreement and every amendment, read once and kept current.

  • DocuSignExecuted agreements and amendments pulled in as they are signed.
  • WordDrafts and executed copies in .docx.
  • SharePointThe contract library, as it stands today.

Invoices and payments out

Every finding becomes an invoice in the ledger you already close.

  • QuickBooksInvoices and payments posted to the licensee account.
  • Oracle NetSuiteInvoices, receipts and adjustments posted to the customer record.
  • SAPPosted through the accounts receivable interface.
  • Sage IntacctInvoices and receipts posted to the customer record.

Where the team works

The digest, the approvals and the questions, in the tools open all day.

  • TeamsThe weekly digest and each finding, posted to a channel.
  • SlackThe same digest and findings, posted to a channel.
  • SalesforceLicensee records and findings kept in step with the account.
  • Power BIRoyalties by licensee, channel and quarter, as a live source.
  • TableauThe same live source, for Tableau shops.

Do not see yours? Write to team@vestra.so. Most connectors take a week.