Powered by Salesforce & Workato

Cross the Rubicon.
From technology teams tolerate to technology they love.

Enterprise-Grade Salesforce CRM with real-world configurations, plug-and play integrations and API suite for financial planning, accounting and multi-disciplinary teams.

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Powerful Solutions, Made for Flow

Built for firms that need a single, unified platform—combining rubica CRM & Operations with the API Suite for seamless integrations and automation.

INCLUDES MCP-READY API SUITE

rubica CRM & Operations Platform

Powered bySalesforceWorkato

Born inside a real financial services firm, rubica brings Salesforce and Workato together into a deeply integrated operating platform designed to eliminate inefficiency, simplify compliance, and unlock scalable automation. Built on enterprise-grade foundations and refined through years of real-world use, rubica turns disconnected systems into a single, intelligent platform your team actually enjoys using.

Unified client and firm-wide data - One source of truth across financial planning, accounting, operations, and compliance.
Integrated automation & orchestration - Low-code and no-code workflows that move data where it's needed, reliably and intelligently.
Composable, plug-and-play architecture - Adopt the full platform or individual components without locking yourself into rigid or closed systems.
AI-ready foundations - Clean, compliant data structures designed for AI-driven workflows today and tomorrow.
Built-in API & integration layer - Connect and evolve your tech stack without creating technical debt.
Refined through years of live use - Refined over six years inside real financial planning and accounting businesses.
Designed and supported by people who've done the work - Made inside real advice and accounting firms by teams who understand the job, not just the tools.
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Made for Leading Firms

Join forward-thinking, award-winning financial services firms transforming their CRM and operations.

Collins SBA logoAcumon logoHPH Solutions logoAnnex Wealth logo

Ready to Transform Your Operations?

Join forward-thinking financial services firms who have already modernised their operations with rubica.

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