PlanFact
Management accounting and cash flow service for small businesses in Russia and CIS.
- Category
- Finance & ERP
- Type
- Cash flow management
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key
02Data
What you can sync.
- Operations
- Accounts
- Projects
- Counterparties
- Categories
Join PlanFact operations with sales and operations data, and let an AI Mind explain the variance.
Need more? Name any other PlanFact data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
PlanFact uses an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in PlanFact if you need help.
04How it works
How it works in DataMind.
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Pick PlanFact.
Open Lake, pick PlanFact in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the PlanFact API docs.
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Answer a few questions.
The AI reads the PlanFact documentation, then asks which credentials you will use, which data to sync (for example operations and accounts), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then PlanFact data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
