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.
Read-only reporting API
API keys provide access to invoices, bills, customers and vendors, scoped to your organisation’s companies. List endpoints support pagination; invoices also support status, customer and company filters.
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.