What is Plauti, and how can it help Canadian accountants, finance professionals, and CFOs manage, clean, and automate their business data?

Plauti is a leading data management and automation platform that integrates with cloud applications like Salesforce and Microsoft Dynamics. It’s built to help organizations detect duplicates, clean up messy data, and automate routine workflows.

1. What is Plauti?

Plauti is a cloud-based data management suite focused on data quality, deduplication, and workflow automation.
It works natively with major cloud platforms like Salesforce, Microsoft Dynamics, and other SaaS systems commonly used by Canadian firms.
Plauti helps users merge duplicate records, validate and standardize contact information, and set up automated data quality checks.

2. Key Features

Deduplication: Automatically finds and merges duplicate contacts, accounts, and transactions in your CRM or ERP.
Data quality automation: Cleans, validates, and standardizes addresses, emails, and phone numbers—improving mailouts and compliance.
Workflow automation: Automate alerts, tasks, and data updates triggered by your business rules (e.g., notify when a new client record is missing a tax ID).
Audit trails and compliance: Maintain logs of all data changes for regulatory or audit purposes.
Integration: Easily connect Plauti to Salesforce, Dynamics, or other platforms already in use by your team.

3. Privacy & Security

Plauti meets leading global and Canadian privacy standards.
Data is processed securely with options for audit trails and access controls—important for compliance-driven organizations.

4. How Can Canadian Finance Professionals Use It?

Keep client lists and contact databases clean, improving communication and reducing billing errors.
Automate month-end or year-end reporting workflows by ensuring source data is complete and accurate.
Ensure compliance with data retention and audit requirements (e.g., CRA, GDPR, PIPEDA).
Reduce manual work by automating onboarding, KYC, or record updating tasks.

5. How To Access Plauti

Direct signup or demo: Visit plauti.com for product info, demos, or to request a free trial.
Marketplace: Available through Salesforce AppExchange or Microsoft Dynamics Marketplace for easy installation.

Pro Tip

Start with a deduplication scan: Connect Plauti to your CRM and run a scan for duplicate client or vendor records. Set up automated rules to alert you about potential issues going forward.

Still Have Questions?

Talk to your Savvy-CFO advisor for advice on CRM automation, data management, or integrating Plauti with your firm’s existing systems.