AdvisureIQ Teams Up with Celigo for Data Integration

Mid-market companies use many cloud tools across finance, operations, sales, and HR, but their data often sits in separate systems. This means teams spend a lot of time manually matching reports, correcting data, and verifying which numbers are correct. AdvisureIQ helps solve this by building a strong data foundation and reporting system before adding planning and forecasting tools. Celigo supports this by connecting all these systems, making sure data stays aligned and up to date across the business.

Joint projects will focus on mid-market companies using Oracle NetSuite and similar cloud ERP systems, where AdvisureIQ already has experience. Common use cases include combining financial data across subsidiaries, automating workflows such as order to cash and procure to pay and sending accurate data to reporting and analytics tools. Clients can expect faster setup, less manual work and better visibility and tracking across connected systems.

Under the partnership, AdvisureIQ will use Celigo in its client work alongside data integration, reporting, and planning services. Celigo connects and automates processes across many business tools like Salesforce, Shopify, Amazon, SAP, Microsoft Dynamics, Oracle NetSuite, and Snowflake. It also supports features like EDI, API management, data ingestion, and AI capabilities. This gives AdvisureIQ clients ready-made integrations, better error handling, and stronger controls, helping reduce setup time and ongoing maintenance.

Read More:King Risk Partners Adds Michael Christian to Board

"AdvisureIQ brings deep planning and reporting expertise to the mid-market, and they understand that good analytics starts with clean, connected data," said Rico Andrade, Head of Global Partnerships at Celigo. Partnering with AdvisureIQ extends the value of our platform into the advisory conversations where finance leaders are making decisions about systems, processes, and growth. Our clients can redirect that time to working with data rather than managing it."

"Data architecture fails when the pipes between systems are manual, brittle, or invisible, and when human bias or the tendency to shade numbers for better or worse," said David Van Horn, CPA, Founder and CEO of AdvisureIQ. "Celigo solves that problem at the integration layer. With Celigo in our toolkit, our clients get clean, governed, real-time data flowing across their ERP, CRM, and operational applications, which means our planning and reporting work reflects what is happening in the business today rather than what was true last month."

About AdvisureIQ

Founded in 2025, by David V., AdvisureIQ is a planning and data analytics consultancy based in Carlsbad, California, serving small and mid sized businesses across different industries. The company helps clients improve planning, forecasting, and performance by turning scattered data into clear, useful insights through reporting, data integration and visualization, offering simple, and scalable solutions without the complexity of traditional analytics systems.

About Celigo

Founded in 2011 by Jan Arendtsz, Celigo is an automation platform that helps businesses connect their systems and streamline processes. It is designed for both business users and technical teams, making integration easy across the organization and helping companies grow and innovate at scale.

Read More:Youtility Decision Science Closes Seed Funding