Connectivity

Connect to the systems you already use.

LORIQ securely integrates with leading ERP systems, accounting platforms, commercial banking infrastructure, document repositories, cloud storage providers, CRM platforms, and enterprise applications—allowing organizations to centralize commercial credit intelligence without replacing existing systems.

ERP & Accounting

Available

QuickBooks Online

Automated financial statement sync from the most widely used SMB accounting platform.

Connection

Native API (OAuth 2.0)

Data Synchronized

Balance sheet, income statement, trial balance

Available

NetSuite

Direct SuiteQL-based sync for mid-market and multi-subsidiary organizations.

Connection

Native API (OAuth 2.0)

Data Synchronized

GL balances, financial statements, accounting periods

Available

Microsoft Dynamics 365 Business Central

Financial reporting sync for organizations running Microsoft's mid-market ERP.

Connection

Native API (Microsoft Entra ID)

Data Synchronized

Financial statements, GL balances

Available

Xero

Automated statement sync for organizations on Xero's cloud accounting platform.

Connection

Native API (OAuth 2.0)

Data Synchronized

Balance sheet, profit & loss, trial balance

Available

Sage Intacct

Financial statement sync for finance teams standardized on Sage Intacct.

Connection

Native API (partner credentials)

Data Synchronized

Financial statements, GL balances

Available

Microsoft Dynamics 365 Finance

Enterprise financial data sync for organizations on Dynamics 365 Finance & Operations.

Connection

Native API (Microsoft Entra ID)

Data Synchronized

Financial statements, GL balances

Available

Oracle Fusion Cloud ERP

Financial reporting connectivity for large enterprises on Oracle Fusion.

Connection

Native API / report extracts

Data Synchronized

Financial statements, GL balances

Available

SAP

Financial reporting connectivity for SAP S/4HANA and SAP Business One environments.

Connection

Native API / report extracts

Data Synchronized

Financial statements, GL balances

Available

Acumatica

Financial statement sync for organizations on Acumatica Cloud ERP.

Connection

Native API (OAuth 2.0)

Data Synchronized

Financial statements, GL balances

Commercial Banking & Treasury

Additional banking integrations are supported through secure industry-standard interfaces where applicable.

Available

Wells Fargo

Account balance and transaction connectivity for Wells Fargo commercial accounts via industry-standard bank reporting formats.

Connection

Bank file standards (BAI2, ISO 20022 camt, MT940)

Data Synchronized

Account balances, transaction activity

Available

Bank of America

Account balance and transaction connectivity for Bank of America commercial accounts via industry-standard bank reporting formats.

Connection

Bank file standards (BAI2, ISO 20022 camt, MT940)

Data Synchronized

Account balances, transaction activity

Available

JPMorgan

Account balance and transaction connectivity for JPMorgan commercial accounts via industry-standard bank reporting formats.

Connection

Bank file standards (BAI2, ISO 20022 camt, MT940)

Data Synchronized

Account balances, transaction activity

Available

Citi

Account balance and transaction connectivity for Citi commercial accounts via industry-standard bank reporting formats.

Connection

Bank file standards (BAI2, ISO 20022 camt, MT940)

Data Synchronized

Account balances, transaction activity

Available

PNC

Account balance and transaction connectivity for PNC commercial accounts via industry-standard bank reporting formats.

Connection

Bank file standards (BAI2, ISO 20022 camt, MT940)

Data Synchronized

Account balances, transaction activity

Available

Truist

Account balance and transaction connectivity for Truist commercial accounts via industry-standard bank reporting formats.

Connection

Bank file standards (BAI2, ISO 20022 camt, MT940)

Data Synchronized

Account balances, transaction activity

Document Management

Available

SharePoint

Continuous sync of loan and credit documents from SharePoint sites, with versioning and malware scanning.

Connection

Native API (Microsoft Entra ID)

Data Synchronized

Documents, file versions, folder structure

Available

OneDrive

Folder-level document sync from OneDrive for Business, sharing SharePoint's security pipeline.

Connection

Native API (Microsoft Entra ID)

Data Synchronized

Documents, file versions

Available

Box

Enterprise content sync for organizations that manage credit documentation in Box.

Connection

Native API (OAuth 2.0)

Data Synchronized

Documents, file versions, folder structure

Available

Google Drive

Document sync from shared drives for Google Workspace organizations.

Connection

Native API (Google OAuth 2.0)

Data Synchronized

Documents, file versions, folder structure

Available

Dropbox

Folder-level document sync for teams that collaborate on credit files in Dropbox.

Connection

Native API (OAuth 2.0)

Data Synchronized

Documents, file versions

Available

Egnyte

Governed content sync for organizations standardized on Egnyte.

Connection

Native API (OAuth 2.0)

Data Synchronized

Documents, file versions

Cloud Storage

Available

Amazon S3

Bucket-level document and data-file ingestion from Amazon S3.

Connection

S3 API (access keys)

Data Synchronized

Documents, data files

Available

Azure Blob Storage

Container-level ingestion from Azure Blob Storage for Microsoft-centric infrastructure.

Connection

Azure API (Entra ID or SAS)

Data Synchronized

Documents, data files

Available

Google Cloud Storage

Bucket-level ingestion from Google Cloud Storage.

Connection

GCS API (service account)

Data Synchronized

Documents, data files

CRM

Available

Salesforce

Relationship and account context sync from Salesforce for lender-facing teams.

Connection

Native API (OAuth 2.0 connected app)

Data Synchronized

Accounts, contacts, relationship activity

Available

HubSpot

Company and contact sync from HubSpot CRM.

Connection

Native API (OAuth 2.0)

Data Synchronized

Companies, contacts, engagement activity

Available

Microsoft Dynamics 365 CRM

Account and relationship sync from Dynamics 365 Sales (Dataverse).

Connection

Native API (Microsoft Entra ID)

Data Synchronized

Accounts, contacts, relationship activity

Developer Interfaces

Organizations with proprietary systems can still connect through open interfaces (REST APIs, GraphQL, webhooks, CSV, Excel, XML, JSON, secure file transfer).

Available

REST API

A documented, versioned REST API for programmatic access to the LORIQ platform.

Connection

HTTPS + OAuth 2.0 / API keys

Data Synchronized

Full platform data model

Available

Webhooks

Signed, retried event notifications pushed to your systems as data changes in LORIQ.

Connection

Outbound HTTPS (HMAC-signed)

Data Synchronized

Platform events

Available

CSV Import

Column-mapped CSV ingestion for financial and portfolio data from any system that can export a file.

Connection

File upload / scheduled pickup

Data Synchronized

Financial statements, tabular data

Available

Excel Import

Structured Excel workbook ingestion with reusable column-mapping profiles.

Connection

File upload / scheduled pickup

Data Synchronized

Financial statements, tabular data

Available

Bank File Standards

Ingestion of industry-standard bank reporting files: BAI2, ISO 20022 camt, MT940, and NACHA.

Connection

File upload / secure file transfer

Data Synchronized

Account balances, transaction activity

Available

Secure File Transfer

Scheduled SFTP/FTPS pickup and delivery for organizations that exchange data as files.

Connection

SFTP / FTPS

Data Synchronized

Documents, data files, bank files

Available

JSON & XML

Path-mapped ingestion of structured JSON and XML exports from proprietary systems.

Connection

File upload / configurable pull

Data Synchronized

Structured data exports

Available

GraphQL

Configurable GraphQL pulls from systems that expose a GraphQL endpoint.

Connection

HTTPS (configurable auth)

Data Synchronized

Structured data exports

Open by Design.

LORIQ is built as an API-first enterprise platform. Every integration above rides on the same modern, secure connectivity layer—so your existing systems connect without disrupting your existing workflows.

API-first architecture with secure REST APIs, OAuth 2.0 authentication, webhooks, and versioned, OpenAPI-documented endpoints
Connect ERP systems, collaboration platforms, document repositories, cloud storage, and business applications through one integration framework
Enterprise AI & automation: Microsoft Copilot, ChatGPT Enterprise, Claude Enterprise, workflow automation platforms, and AI assistants
Event-driven and MCP-ready—designed for today's enterprise stack and tomorrow's AI-driven workflows

Enterprise AI & Automation

Microsoft Copilot

ChatGPT Enterprise

Claude Enterprise

Workflow Automation

AI Assistants

and more…

Developer & Integration Framework

REST APIs

Webhooks

OAuth 2.0

OpenAPI

Versioned APIs

Event-Driven Architecture

MCP-Ready

and more…

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