---
title: "Heroku Connect Alternative for Financial Services Teams"
description: "Replace Heroku Connect with real-time sync for financial services. Stacksync connects Salesforce and Postgres without polling delays."
canonical: https://www.stacksync.com/heroku-connect-alternative/financial-services-real-time-sync
last_modified: 2026-07-05
---

HEROKU CONNECT ALTERNATIVE

# Heroku Connect Alternative for Financial Services Teams

> For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md

Financial Services operations break when data lags. See how high-growth financial services companies eliminate polling delays, sync failures, and integration debt with an event-driven engine built for real-time deal flow, portfolio management, and investment data.

Heroku Connect polls Salesforce every 10 minutes by default

not for financial services environments where deal flow, portfolio management, and investment data demand real-time updates across services and operational workflows

THE CORE PROBLEM

## The 4 operational failures that break financial services platforms

1. 01

   Heroku Connect syncs only with Heroku Postgres, so deal flow, portfolio management, and investment data stay tied to one database host, and moving to Amazon RDS or another Postgres means replacing the sync first.
2. 02

   Engineering teams lose 30–50% of their time debugging brittle integrations for deal flow, portfolio management, and investment data, reducing velocity and slowing roadmap delivery.
3. 03

   Heroku Connect's polling model can't support real-time financial services workflows, causing stale states, inconsistent data, and fragmented environments.

RISK

Stale data across Salesforce, Attio, proprietary databases, Postgres creates customer-visible errors, broken deal flow, portfolio management, and investment data, misaligned metrics, and major support overhead.

THE MIGRATION STORY

## How scaling financial services companies eliminate polling delays and integration debt

A mid-market financial services company (50-500 employees) synced millions of records daily, but Heroku Connect's 10-minute default polling left records out of date. Critical deal flow, portfolio management, and investment data failed, workflows were delayed, and support tickets surged when states fell out of sync.

Switching to an event-driven sync engine aligned Salesforce, Attio, proprietary databases, Postgres in real time.

Engineering teams interacted with CRM data via SQL while RevOps automated workflows without touching API code.

RESULTThey eliminated nearly all integration maintenance, stabilized operations, and achieved complete investment target visibility.

MIGRATION FRAMEWORK

## A proven migration framework for financial services teams

1. 1

   Audit Salesforce, Attio, proprietary databases, Postgres objects and data models
2. 2

   Identify high-volume, high-frequency sync workflows for deal flow, portfolio management, and investment data
3. 3

   Design relational mappings for large event streams (50,000 to 10M+ records)
4. 4

   Implement adaptive rate-limiting and event routing
5. 5

   Run parallel syncs with production-grade validation
6. 6

   Use rollback, retries, and safe-migration staging patterns

BENEFITS WITH STACKSYNC

## Real-time, two-way sync for financial services

Fast-growth financial services teams need reliable, real-time operational sync that scales with their business, not more dashboards. Stacksync reduces API failures, stabilizes deal flow, portfolio management, and investment data, and eliminates integration maintenance overhead.

01

Keeps all deal flow, portfolio management, and investment data aligned in real time across Salesforce, Attio, proprietary databases, Postgres, enabling accurate operations, tracking, and automated workflows.

02

Adaptive API orchestration protects financial services teams from Salesforce rate limits, even during high-volume spikes in deal flow, portfolio management, and investment data.

03

Enterprise-grade reliability with automated retries, rollback, and deterministic sync behavior, essential for financial services platforms syncing 50,000 to 10M+ records.

04

SQL-first developer experience allows engineers to read and write CRM data via SQL for deal flow, portfolio management, and investment data, reducing integration development time by 90% and preserving CI/CD workflows.

STACKSYNC VS HEROKU CONNECT

## How Stacksync compares for Financial Services

| Stacksync | Heroku Connect |
| --- | --- |
| Real-time bi-directional sync ensures deal flow, portfolio management, and investment data flow across Salesforce, Attio, proprietary databases, Postgres as changes happen. | 10-minute polling introduces stale states in deal flow, portfolio management, and investment data, delays critical updates, and breaks workflows that depend on real-time CRM or database changes. |
| Connects Salesforce, Attio, proprietary databases, Postgres in one unified pipeline, no more building custom glue code for every system. | Only supports Salesforce–Postgres, forcing financial services teams to build and maintain complex glue code for Salesforce, Attio, proprietary databases, Postgres. |
| Supports any Postgres: cloud, on-prem, VPC, private networks, matching the hybrid stacks common in financial services organizations managing 50,000 to 10M+ records. | Requires Heroku Postgres, forcing financial services teams using AWS RDS, GCP Postgres, or private DBs to re-architect or migrate. |
| Operational visibility for Product, RevOps, and Engineering: monitor deal flow, portfolio management, and investment data sync flows, retries, and real-time signals across all systems. | Minimal visibility for deal flow, portfolio management, and investment data; sync failures often surface only after customer complaints or broken workflows. |
| Designed for high-volume deal flow, portfolio management, and investment data flows and 50,000 to 10M+ records syncing daily without breaking under load. | Interval polling falls behind high-frequency changes in financial services environments with 50,000 to 10M+ records. |
| Instant workflows: trigger deal flow, portfolio management, and investment data automation, enrichment, sync, and operational actions as events occur in real time. | Lacks event-driven architecture for deal flow, portfolio management, and investment data, delaying automation and risking incorrect operational states. |
| SOC 2 Type II, GDPR, HIPAA, ISO 27001, private networking, and secure VPC peering, critical for financial services platforms in regulated markets. | Basic compliance only; not suitable for financial services teams requiring secure data pathways or regional processing guarantees. |
| Published pricing based on records in sync (50,000 to 10M+), with unlimited updates to each synced record. | Pricing increases sharply with deal flow, portfolio management, and investment data volume and object count; scaling your financial services operations becomes expensive fast. |

FAQ

## Common questions

### Is Heroku Connect real-time?

No. Heroku Connect polls in both directions. From Salesforce to Postgres it polls every 10 minutes by default, configurable from 2 to 60 minutes, with accelerated polling through the Salesforce Streaming API or Change Data Capture. From Postgres to Salesforce it reads its trigger log every 2 minutes, or as often as every 10 seconds when a pg_notify trigger signals a change. Stacksync syncs changes in both directions in real time on objects that can use Salesforce Apex triggers; objects that can't fall back to polling on a slower cycle.

### What are the best alternatives to Heroku Connect?

It depends on whether your app writes back to Salesforce and how fresh the data must be. CData Sync, Skyvia and integrate.io move Salesforce data into PostgreSQL on scheduled or incremental runs, and some teams build their own pipeline on Salesforce Change Data Capture. Stacksync runs real-time two-way sync between Salesforce and PostgreSQL wherever the database runs. The Heroku Connect alternative page compares them on direction, change detection, billing unit, hosting and Salesforce API usage.

### How does Heroku Connect pricing compare to alternatives?

Heroku Connect's paid plans are set by contract, and buyers we spoke with described them as sized by row count. Stacksync publishes its plans: Starter at $1,000 a month billed annually for 50K records in sync, Pro at $3,000 a month billed annually for 1M, and custom Enterprise pricing above that. Updates to a synced record are unlimited, and the pricing page defines how records in sync are counted.

### Does Heroku Connect support bidirectional sync without hitting Salesforce API limits?

Yes. Heroku documents that the SOAP and Bulk API calls Heroku Connect makes to read from and write to Salesforce don't count against your org's API request limits. A third-party replacement, Stacksync included, calls the Salesforce API under your org's daily quota, so estimate the backfill and steady-state usage before you switch.

### What is the best way to sync Salesforce and Postgres in real time?

For most teams, a managed two-way sync platform saves the engineering work a custom pipeline needs: backfills, retries, conflict handling and schema changes. Stacksync runs real-time two-way sync between Salesforce and PostgreSQL on Amazon RDS, Render, Supabase, a self-managed server or a database Stacksync manages. Confirm in a proof of concept which objects can use Apex triggers, because objects that can't fall back to polling on a slower cycle.

### Is Stacksync compliant for regulated industries like healthcare and financial services?

Stacksync lists SOC 2 Type II, ISO 27001, HIPAA, GDPR and CCPA on its pricing page, with SOC 2 Type II, ISO 27001 and HIPAA on the Pro plan and above. For HIPAA workloads, ask for a Business Associate Agreement. The security page covers encryption, access controls and data residency.

## Your last integration took months. Your next one takes a prompt.

[Book a demo](https://www.stacksync.com/book-a-demo) [Get started](https://app.stacksync.com/)
