Core8 seamlessly unifies data, optimizes processes and automates workflows across diverse business applications, such as CRM, ERP, billing and payments into a single, reliable source of truth. With Core8, businesses gain instant access to financial insights and reports, seamlessly connect with AI agents, and uncover hidden opportunities and data inconsistencies. By reducing reliance on costly R&D, IT resources, and complex integrations, Core8 minimizes risk, accelerates time-to-market, and empowers confident, scalable growth.

Immediately. Core8’s pre-built connectors integrate with HubSpot, Salesforce, NetSuite, QuickBooks and many other platforms - no R&D or IT involvement needed. Core8 uses AI technologies with deep integration and deep understanding of your business and financial data and workflows, including structured and unstructured data. Using this power, Core8 is fully transparent and adaptable to your teams’ needs enabling your teams to continue using their preferred applications while effortlessly integrating or transitioning to new ones. Unlike traditional solutions that require weeks or months to implement, Core8 enables instant, seamless integration with full data synchronization. Finance teams can start automating workflows within minutes, eliminating manual processes and improving data accuracy without technical overhead.

No. Core8 is a plug-and-play, no-code platform designed for finance teams to implement without technical expertise. Unlike iPaaS or custom integrations that require constant maintenance, Core8 provides pre-built finance workflows that work out of the box. This allows teams to automate processes, improve data accuracy and generate financial insights independently, without relying on engineers or external consultants.

Absolutely! Core8 is designed to enhance and unify your existing business applications, not replace them. Whether you use Salesforce, NetSuite, QuickBooks, HubSpot, Stripe or other tools, Core8 seamlessly integrates and synchronizes data across all platforms. Unlike solutions that require complex migrations, Core8 adapts to your data structures and workflows, ensuring smooth operations while allowing you to switch or add new systems easily.

Not at all. Core8 is designed for high-growth SaaS companies that need agile and scalable financial operations. The earlier you establish streamlined, automated processes, the easier it is to scale efficiently. Many early-stage companies struggle with fragmented, inefficient lead-to-cash processes, relying on incomplete, makeshift workflows that take years to refine. Core8 provides standardized, proven workflows that ensure data integrity, automation and efficiency from day one. By eliminating manual processes and data silos, Core8 reduces errors, improves real-time financial visibility and allows finance teams to focus on growth - not administrative overhead. As your company scales, Core8 adapts seamlessly without requiring costly IT resources.

Core8 makes data migration seamless by acting as a centralized integration infrastructure between your business applications. Unlike traditional integrations that require rewriting scripts (e.g. Workato, Zapier) or modifying source code, Core8 ensures all existing connections remain intact when adding or switching applications. With Core8, your entire finance stack stays synchronized, eliminating manual data transfers and reducing migration risks. It provides real-time data normalization and integration, ensuring a smooth, disruption-free transition to NetSuite, Salesforce, or any other business application. By maintaining data accuracy and operational continuity, Core8 eliminates the typical migration headaches, allowing your team to stay focused on growth.

Core8’s onboarding is fast, intuitive and requires no technical expertise, allowing finance teams to get started quickly without engineering involvement. The process includes: 1. Connecting your existing business applications for instant data synchronization. 2. Data alignment and enrichment to establish a single source of truth across systems. Core8 can run in manual, semi-automated,or fully automated modes. To ensure confidence during onboarding, you can start with manual mode, meaning no changes will be made to your business applications without your approval.

AI Agents are powerful, but without deep integration into your business applications, they rely on incomplete or unreliable data, leading to inaccurate insights and ineffective automation. Core8 solves this by creating a single source of truth across your organization, integrating both structured data (such as CRM and ERP records) and unstructured data (such as documents, emails and custom CRM fields). This ensures AI-driven insights are accurate, validated and actionable. By unifying data across all business applications, Core8 eliminates inconsistencies, allowing AI to operate on real-time, trusted information - resulting in smarter decision-making, precise automation and reduced manual intervention.

Fast-growing companies bring greater complexity - more teams to collaborate with, more data to manage, more tools to integrate and evolving business models. However, inaccurate data, fragmented systems and broken processes make it difficult for finance teams to operate efficiently and drive strategic growth. Key challenges include: Unreliable data silos, requiring constant cleansing and reconciliation. Disconnected systems, creating visibility gaps across the organization. Manual workflows and spreadsheets, consuming time better spent on analysis. Broken automation, requiring expensive technical resources to fix. Integration roadblocks, making it difficult to support new business models. AI-readiness gap, where companies want AI benefits but lack a unified data foundation. These issues turn finance teams into operational firefighters instead of strategic leaders, preventing them from delivering the insights and automation necessary for growth.

Unlike general-purpose automation tools, which work well for basic tasks but require technical expertise and ongoing maintenance, Core8 is specifically designed for finance teams. It provides pre-built, finance-focused workflows, reporting and insights that eliminate complexity, ensuring seamless automation without engineering involvement. Core8 provides: ✔ Pre-built finance workflows that deploy instantly, with no coding needed. ✔ Automated data validation and enrichment, ensuring accuracy across systems. ✔ Finance-specific insights - not just integrations, but real business impact. By eliminating the complexity of traditional automation tools, Core8 provides immediate value without requiring internal or external engineering resources.

Subscription management and billing platforms focus on handling complex pricing models, revenue recognition and customer lifecycle management. While they help organizations manage billing, they require finance teams to adapt to their supported workflows, pre-defined models and data structures. These platforms lack deep integration with your CRM, ERP and other business applications, making it difficult to unify data, correct inconsistencies, and automate financial processes. With Core8, you can continue using your preferred billing platform while seamlessly integrating it into your broader finance stack. Core8 ensures real-time data accuracy, automated workflows, and full visibility across your financial operations, eliminating manual reconciliation and inefficiencies.