Visma
Filament

Ask questions about your Visma data

Connect Visma to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Visma tracks your accounting, invoices, and inventory, but understanding which customers pay fastest, how inventory turnover affects cash flow, or which products drive the most profit requires connecting financial data to your sales and operations tools. Filament links Visma to your CRM, e-commerce platform, and marketing tools so you can explore payment patterns, customer profitability, and working capital trends in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Visma KPIs with Filament Analytics

Connect your Visma account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key Visma metrics you can track in Filament:

Journal Transactions
Track every financial transaction with journal entry details, transaction dates, amounts, and account codes for complete accounting visibility.
records:
transaction_idjournal_entry_numbertransaction_dateaccount_codedebit_amountcredit_amountdescription
General Ledger Entries
Monitor account balances and ledger movements with account names, period balances, transaction references, and posting dates.
records:
account_idaccount_nameperiod_balancetransaction_referenceposting_datefiscal_year
Customer Payment Methods
Analyze payment preferences and transaction patterns with customer IDs, payment method types, transaction amounts, and payment dates.
records:
customer_idpayment_method_typetransaction_amountpayment_datepayment_status
Invoice Data
Track billing cycles and payment collection with invoice numbers, due dates, payment terms, outstanding amounts, and customer references.
records:
invoice_numberinvoice_datedue_datetotal_amountoutstanding_balancecustomer_referencepayment_terms
Warehouse Inventory
Monitor stock levels and warehouse operations with product codes, current quantities, warehouse locations, and last updated timestamps.
records:
product_codewarehouse_locationquantity_on_handquantity_reservedlast_updatedreorder_level
Product Stock Levels
Track product availability and inventory turnover with SKUs, stock quantities, unit costs, and movement history.
records:
skuproduct_namestock_quantityunit_costlast_movement_datestock_value
Financial Periods
Organize reporting by accounting periods with period names, start dates, end dates, and period status for year-over-year comparisons.
records:
period_idperiod_namestart_dateend_datefiscal_yearperiod_status
Currency Exchange Rates
Track multi-currency transactions with currency codes, exchange rates, effective dates, and base currency references.
records:
currency_codeexchange_rateeffective_datebase_currencyrate_type
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Combine Visma with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Visma lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Visma data gets even more powerful when combined with other tools:

Visma
HubSpot

Visma + HubSpot

Connect Visma invoice data with HubSpot deals to see which sales activities lead to faster payment collection, which customers have outstanding balances, and how sales cycle length affects cash flow.

Visma
Shopify

Visma + Shopify

Connect Visma inventory levels with Shopify order data to track stock turnover by product, identify which items generate the highest margins, and see how sales velocity affects your working capital.

Visma
Google Ads

Visma + Google Ads

Connect Visma customer payment data with Google Ads campaigns to see which marketing channels attract customers who pay on time, calculate true customer acquisition costs including payment delays, and build a kpi dashboard tracking marketing ROI based on actual collected revenue.

Benefits of Filament's Visma Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Visma account

Connect your Visma account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Visma data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Visma dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Visma integration FAQ

Everything you need to know about connecting Visma with Filament and getting the most out of your data.