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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Made for intuitive workflow.

Made for accountants.

Made for planners.

Made for flow.

Made for compliance.

Made for collaboration.

Made for intuitive workflow.

Made for accountants.

Made for planners.

Made for flow.

Made for compliance.

Made for collaboration.

Made for intuitive workflow.

Made for accountants.

Made for planners.

Made for flow.

Made for compliance.

Made for collaboration.

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

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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