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.
Microsoft Teams
Not currently integrated.
Company records, kept current automatically.
Companies House
Company details, officers, and filing deadlines pulled directly from the UK's official company registry.
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.
Open banking / bank feeds
Not currently integrated.
Third-party accounting platforms (Xero, Sage, QuickBooks)
Not currently integrated — OrgView's own ledger is the source of truth today.
Your data, on your terms.
Excel export
Commercial workbooks, cost-to-complete schedules, and drawdown schedules export directly.
PDF export
Quotes, client packs, and capital finance documents generate as PDF.
Public API
The architecture — row-level-secured, per-organization data — is API-ready in principle. A documented, published external API does not exist yet.
Business intelligence connectors (Power BI, Looker, etc.)
Not currently available.
What's not yet connected.
CRM platforms
Not currently integrated.
External document storage (SharePoint, Dropbox, Google Drive)
Not currently integrated — Documents is OrgView's own store today.
Payroll
Not currently integrated.