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Integrations

OrgView connects your existing technology stack.

Genuine, working connections are marked Native. Everything else is marked Planned — we don't blur the line.

Microsoft

Your inbox, without leaving the platform.

Outlook

Genuine OAuth connection to Microsoft's own login — mail, contacts, and sync run through Microsoft Graph, not a workaround.

Native

Microsoft Teams

Not currently integrated.

Planned
Corporate data

Company records, kept current automatically.

Companies House

Company details, officers, and filing deadlines pulled directly from the UK's official company registry.

Native
Finance

Payments and accounting.

Stripe

Webhook-verified payment confirmation on invoices. Informational only by design — posting to the ledger always stays a deliberate action, the same trust boundary as reconciling a bank transfer.

Native

Open banking / bank feeds

Not currently integrated.

Planned

Third-party accounting platforms (Xero, Sage, QuickBooks)

Not currently integrated — OrgView's own ledger is the source of truth today.

Planned
Data & BI

Your data, on your terms.

Excel export

Commercial workbooks, cost-to-complete schedules, and drawdown schedules export directly.

Native

PDF export

Quotes, client packs, and capital finance documents generate as PDF.

Native

Public API

The architecture — row-level-secured, per-organization data — is API-ready in principle. A documented, published external API does not exist yet.

Planned

Business intelligence connectors (Power BI, Looker, etc.)

Not currently available.

Planned
Other

What's not yet connected.

CRM platforms

Not currently integrated.

Planned

External document storage (SharePoint, Dropbox, Google Drive)

Not currently integrated — Documents is OrgView's own store today.

Planned

Payroll

Not currently integrated.

Planned