Integrations | Optimo Pathfinder

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Integrations

Pathfinder can connect to other systems to save time and reduce double data entry. You can build a connection to our API or use an existing connection with our partners.

Please contact us on support@optimofinancial.com.au to discuss options available or apply for an API license.

Optimo API

Optimo Financial has an API that developers can use to connect Pathfinder to other financial tools, so you can make Pathfinder part of your ideal tech stack.

Two APIs are available:

  • Input API – Save time on data entry by importing fact find data from other systems, such as a CRM, into Pathfinder
  • Output API – export Pathfinder’s results to other systems so you can include your Pathfinder modelling in an SOA or other document.

Please contact us if you are interested in Pathfinder connecting to other systems.

Partnerships

Optimo Pathfinder is part of the Roar marketplace, so you can import data from Roar to reduce data entry and then export results from Pathfinder to use in Roar’s DynamicDocs and other apps.

Please contact us if you are interested in Pathfinder connecting to other systems.

graph from financial modelling software