API & System Integrations
Connect Every Part of Your Fund Stack
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Your fund doesn’t live in one tool.
Zive is designed to seamlessly connect with the accounting, CRM, investor management, and reporting platforms your team already uses — eliminating silos, double entry, and delays.
Plug & Play Integrations
Accounting Platforms
Native support for QuickBooks, NetSuite, Xero. Sync ledger entries, expense allocations, and fund activity automatically.
Journal-as-an-Engine
Pull investor data from Salesforce, Affinity, HubSpot. Auto-update LP status, commitments, contact changes, and engagement metrics.
Admin & Back Office
Share data securely with third-party fund administrators, auditors, and compliance partners using scoped credentials or permissioned API tokens.
Data Warehouses & BI Tools
Push real-time ledger data, investor flows, and KPIs to your Snowflake or Looker setup for advanced analytics.
Developer-Friendly Infrastructure
  • RESTful API
    A robust developer portal with secure keys, authentication flows, and detailed endpoint documentation.
  • Webhooks & Callbacks
    Receive real-time pings when documents are signed, wires are posted, or capital calls go live.
  • Custom Scripting Support
    Build internal automations, reconcile partner systems, or pre-process workflows with your dev team.
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Collaboration & Control
Audit Trails on Syncs
All external syncs are logged, validated, and timestamped for review.
Scoped API Keys
Issue keys with narrow scopes for specific partners or workflows.
Environment Separation
Keep sandbox vs. production flows cleanly separated for testing and rollout.
Outcomes
Real-time, error-free data across all tools
Streamlined team collaboration — no rekeying
Scalable workflows with technical flexibility
Ready to see it
in action?
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