B2B SaaS companies and Enterprises:

Scale as fast as you can sell by letting us manage your integrations

Managed Functions End State

We'll build, and manage your integrations ongoing, for a set monthly fee.

Here's what Vroozi, a SaaS Procure to Pay company with a global footprint, has to say:

"Managed Functions handles all of our integrations for ERP and Finance systems that we haven't built a direct connection to. Having Managed Functions take care of this allows us to deploy faster to new customers and it reduces the burden on our support staff who now only need to understand how our system works rather than every system used by our customers.

-- Rich Chala, Chief Product Officer, Vroozi

Testimonials from more happy customers

SURA receives payments on large numbers of policies each day. To allocate payments, our finance staff have to find PDF or Excel remittances emailed to us each day. The format of these remittances varies from agency to agency so it is tough to automate. The Managed Functions team has set up an automated process to extract payment data from PDF and Excel remittances and enter that data into our underwriting systems.

Andy Pytches

At optiBPO, our monthly billing cycle was highly manual and taking a significant amount of time to process. This process is now done quickly, automatically and accurately by managed functions. We have enjoyed working with the Managed Functions team in developing these functions. They take a pragmatic and innovative approach to solving problems and we look forward to working with them on future projects.

Nicola Mace
OptiBPO, Director

At Agile Underwriting Services, more and more of our time and resources were being consumed by manually matching incoming payments to open invoices in our internal finance system. The Managed Functions team worked closely with us to ensure the system catered for our internal compliance and accounting requirements, allowing us to have a high confidence level in the automated process. 

Nick Goritsas
Agile Underwriting, CFO

At The Pharmacy Guild we needed to incrementally migrate our payroll data from one system to another. The Managed Functions team set up two functions that allowed us to do this repetitively over a period of months. Without the managed functions, we would have had to maintain a series of complex spreadsheets which would have been really challenging to get right. We greatly enjoyed working with the Managed Functions team during this project. They are responsive and outcome-focused and work through problems with good humour and innovative approaches.

Rebecca Smith
Pharmacy Guild of South Australia, Payroll Services Manager

At Aquiliti we do a lot of spend categorisation for our clients. Once we categorise products and spend according to a taxonomy that is meaningful to our client we use a managed function to identify similar products to those we've already classified. It's the perfect meld of human expertise and machine automation. The Managed Functions team is approachable, energetic and insightful. We'll definitely work with them when future opportunities arise.

Matt Dunn
Aquiliti, Director

At Carnivore Qld we turned to Managed Functions when we were asked to integrate with one of our big customers. The Managed Functions team quickly implemented an electronic invoicing solution that has just worked ever since it was deployed. The team at Managed Functions talked us through exactly what needed to be done and why; and have managed everything since. I wish all of our IT worked the same way.

Scot Tier
Carnivore QLD, CEO

The problem

Brokers and underwriters

Moving and reshaping data is disheartening work

Your team, business partners and customers spend hours moving data from one system to another in slightly different formats:

  • HR takes information from contractor timesheets and enters it into your payroll system
  • Finance takes payment information and matches it to invoice data in your finance system
  • Sales and marketing take data from your CRM and enter it into your ERP system
  • If you are an insurer or broker, your underwriting and broking teams enter policy and claims information into underwriting and broking systems
Remittances screenshot

Existing integration tools are too simple, too complex, too costly or too much trouble to maintain

Existing integration tools fall into two types:

  1. Connectors 
  2. Integration platforms

Connectors are often too simple for anything but the most simplistic integrations. Integration platforms require significant investment to set up and a team to run.

There must be a middle ground.


What we do

Deployment options

Managed Functions is your data concierge service

We connect your key systems together and monitor the flow of data within your systems and between your systems and those of your customers and trading partners.

Your team, your partners and your customers can focus on their work knowing that the data they need is at their fingertips - and they can call your data concierge if it's not.

Fully managed

Differentiator #1

We build, monitor and update the integrations

Managed Functions are just that: Managed.

We build the integrations and we monitor and fix them when the data changes.

This means that your staff, partners and customers can focus on their jobs, not on the technology that enables it.

Fully managed

Differentiator #2

Integrations are cloud-native functions

Managed Functions are delivered as cloud-native functions on AWS, Azure or Google Cloud which means they are robust, secure and inexpensive to run. Best of all, they can be run on our cloud, your cloud, or your partner or customer's cloud.


Who you are

We serve two different types of customers

Fully managed

Customer Type #1

An enterprise with key integration challenges

Companies fall into one of three types when it comes to integration needs:

  1. Large enterprises who have hundreds of processes they can automate and systems to integrate.
  2. Enterprises with a few key meaningful challenges. Insurance companies and brokers are a good example of this type of company. Sorting out their policy and claims workflows will have a dramatic impact on their business.
  3. Smaller enterprises who use standard out-of-the-box software.

The grey boxes in the above diagram show the type of enterprises who should develop their own internal capability (Large enterprises), the type who should rely on the standard functionality provided by their systems (small enterprises) and the type who should let others build and manage their integrations (in the red box)

Fully managed

Customer Type #2

A B2B SaaS company who needs to integrate with their customers

B2B SaaS companies who provide apps such as HR, Marketing or Procurement software need to integrate with their customer's systems. This can quickly blossom into hundreds of integration points. And, worst of all, failure to integration with a new customer in timely manner slows down revenue growth.

Instead of trying to resource this yourself, let Managed Functions handle all but the most common integrations you encounter. This strikes a balance between build and buy that lets you scale whilst retaining your key IP.

The above diagram shows the type of integrations most B2B SaaS companies should do themselves (in the grey boxes) and the type they should let others handle (in the red box)


How do I get a data concierge?

Getting started is easy

Fully managed

Customer Type #1


Click the chat icon at the bottom of the page to chat with your data concierge.

They will create your Managed Function environment. There is no financial commitment to do so. It is not until you and your concierge design your first integration pipeline that you are presented with a proposal.

Each enterprise customer is provided with Managed Functions Core infrastructure, a dashboard and a concierge team.

Depending on the types of integration required, the customer is also provided with one or more email interfaces, SFTP interfaces and API interfaces. If you're unfamiliar with these terms, don't worry, your concierge will take you through it.

The process is easy and, we think, fun to work through and, even if you don't proceed, you'll come away with a deeper understanding of how integration experts think about business processes.

Fully managed

Customer Type #2

B2B SaaS companies

Setting up a customer of our B2B SaaS partner proceeds in a similar way to the enterprise customer. The SaaS company introduces us as their integration partner and we assign a concierge, design the pipeline and create the core infrastructure. We are typically able to set predefined pricing for a B2B SaaS company because the integrations are repetitive.

To get started, click the chat icon at the bottom right of the page to chat with a concierge now.


Automate and streamline one process or dozens

Task management

Invoice and expense processing

Send expense data from expense management systems such as Concur and procurement systems such as Coupa to your Finance system



Automate complex billing processes that combine customer data from CRM systems such as Salesforce with work management data in your ERP and billing information in your finance system


Policy payment reconciliation

Match payments received in your bank account with open invoices in your underwriting systems and mark the invoices as paid


Contractor payment automation

Combine data from HR systems with data from multiple timesheeting systems and automatically pay contractors


EDI purchases and invoices

End to end EDI messaging with trading partners covering purchase orders, acknowledgements, advance shipping notices and invoices

Insurance Policy Quote Requests

Brokers can send requests for quotes to their insurance company partners in the format they can most easily respond to; and automatically ingest responses into their broking systems

Insurance Policy Quote Responses

Insurers can ingest requests for quotes from brokers in any format; and send responses back to brokers in the format preferred by the broker

Sync catalogues with trading partners

Keep catalogues in sync with trading partners so orders are received accurately without manually keying in data


Just about anything else...

Talk to us. We may be able to help.


  • We are required to keep our data "on-shore". Do managed functions allow that?

    Managed Functions can be deployed to any region currently serviced by our cloud provider or yours.

  • The process we'd like to automate requires data to be extracted from PDF files. Can a managed function handle that?

    Managed functions are able to extract data from almost any source including PDFs.

  • One of the endpoints in the process is a legacy, on-premise system. Can a managed function connect to it?

    There are several potential ways to connect with legacy on-premise systems ranging from custom connectors that run on your servers through to SFTP connections that exchange data with your internal network. Click the chat icon at the bottom of the page to discuss the best approach with your data concierge.


Provide your team with the information they need do their jobs.

The Managed Functions team has been great to work with... They care about getting the best result for our business and work well with every member of our team from finance through to IT.


Andy Pytches


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