Finance and accounting leaders rely on ERP, CRM, PSA, and CPM systems to support their organizations. A common challenge for CFOs and controllers is determining the best way to keep the data of these applications in sync. Now, that same challenge extends to AI.
Your AI tools are only as useful as the data they can reach. At DataBlend, we build the tools to create, manage, and secure integrations across the systems finance and accounting teams depend on. With our sister product, PopdockAI, you can bring the same security and ease of use to your AI workflows and agents across every one of those systems.
Introducing PopdockAI
PopdockAI, which had been available for limited release since October 2025 for customers and partners with special use cases, is now rolling out to the general public. DataBlend has spent years in the data integration and migration space, helping finance and accounting teams keep their systems in sync. Now, we're excited for what our sister product brings next.
With PopdockAI, you can get access to real-time operational data from across your business viewed from within your GL or ERP. A conversational interface allows you to connect and communicate with all of your data through any AI client, without code. Together, DataBlend and PopdockAI help you get more out of your financial data.
Platform Agnostic by Design
Connect to Sage Intacct, Microsoft Dynamics 365 apps, Workday Adaptive Planning, Salesforce, and 100+ other systems. PopdockAI connects to your current tech stack, so you don't have to worry about platform limitations. As you add systems, agents, or users, the infrastructure scales with you.
Multi-Layered Data Protection
Financial data demands more than a single password. PopdockAI applies multi-layered protection to everything it touches. You get permissions defined at the user, team, and resource level, so you control exactly who, and which AI agent, can see or act on your data. Every action is logged in a documented audit trail, so you always know who accessed what, and what they did with it.
Build Without Code
DataBlend and Popdock already let your team build custom data views and dashboards that pull from multiple systems in real-time, without complex coding or database knowledge. PopdockAI adds a conversational layer on top of that.
Instead of building a new view for every new question, just ask it in natural language and get an answer sourced live from every connected system. Those AI-powered views can be embedded directly into the business applications your team already works in, giving users the insights they need without the hassle of custom development.
Enable AI Automation
Don't just let AI pull your financial data; let it act on it. Trigger actions automatically across connected systems to cut down on the repetitive, manual work that piles up during close, reconciliation, and reporting. Set up exactly when, where, and how your AI is allowed to act, so you get complete control over every automated process. Let AI transform your finance and accounting workflows, without handing over control.
Company-Wide Deployment
Configure and deploy AI functionality across every team with a single MCP server that adapts to a wide range of scenarios. Instead of setting up a new server for every system, you get one unified platform every team can use. Let departments across your organization take advantage of AI functionality without your tool sprawl growing.
How PopdockAI Handles Your Financial Data
Here’s how PopdockAI supports the day-to-day finance and accounting work your teams manage across systems.
Revenue-to-Invoice Reconciliation
Matching closed-won deals in your CRM against what's actually been invoiced in your ERP is normally a manual, line-by-line cross-check. PopdockAI unifies CRM and ERP data, so you can query closed-but-not-invoiced deals in a single step with automatic follow-up triggers for anything that's fallen through the cracks.
Board and Investor Reporting
Building the monthly board deck usually means manually pulling and retyping revenue, pipeline, and expense figures from separate systems. PopdockAI embeds live, always-current ERP and CRM data directly into your reporting workflow and eliminates the transcription errors that come with reentering the same numbers by hand.
Real-Time Cash Position
A cash snapshot complied by hand from your bank portal and your ERP is often stale by the time anyone reads it. PopdockAI lets you query banking and ERP data together in natural language, for an on-demand cash position with threshold alerts, reducing the risk of missing a payment deadline because the numbers were out of date.
See PopdockAI in Action
You already trust DataBlend to keep your financial data in sync across every system it touches. PopdockAI extends that same trust to how your team uses AI. It pulls live data straight out of your connected systems and acts on it securely, without adding a new integration project to your plate.
Take the guided product tour and see how PopdockAI works for yourself.
PopdockAI is now live. If you're a DataBlend customer, talk to your customer success manager about adding PopdockAI alongside the integrations you already have in place. New to eOne Solutions? PopdockAI's pricing page has plans built for a range of systems and team sizes.