Integrations

Learn how Trimble Financials connects with other systems to simplify your workflow.

Traqspera

Bridge the gap between the field and the office.

The Traqspera integration with Trimble Financials seamlessly connects your project lifecycle. Jobs created in Trimble Financials flow into Traqspera so your field team can track their work. Each line item in a job is translated to a phase when imported to Traqspera. When you complete your job in Trimble Financials, it closes out the job in Traqspera.

Data only flows one way: from Trimble Financials to Traqspera.

No setup required; this integration is automatically enabled if you use Traqspera with the same Trimble ID.

For more information on Traqspera, including how to configure your Traqspera system, see Traqspera in Trimble Help. If your jobs aren't flowing into Traqspera, please contact support.

Estimation MEP

Turn winning bids into active jobs.

The Estimation MEP integration with Trimble Financials transforms your estimates into reality. When creating a job in Trimble Financials, import an estimate from Estimation MEP to form a proposal.

For more information on how to turn an estimate into a job, see Create a Job.

No setup required; this integration is automatically enabled if you use Estimation MEP with the same Trimble ID.

Avalara

Automate sales tax compliance and reduce risk.

We have partnered with Avalara to take care of your sales tax. This integration streamlines your tax workflows by automatically calculating sales tax for job estimates and job billing based on project locations. This ensures tax accuracy across your workflows while providing the flexibility to manually override amounts and maintain a clear audit trail within your accounting ledger.

Sales tax calculation with Avalara is included with your Trimble Financials subscription. Other Avalara features may require separate subscriptions and/or payments.