Industries · Accounting
Integrations for accounting firms
Your ledger, practice management, document tools and job system should work as one. We connect the systems your firm runs on, so data flows and nothing is entered twice.
The problem
Firms run on a stack that doesn't join up
Client data in the ledger, jobs in one system, documents in another, deadlines in a spreadsheet. Keeping them aligned is constant manual re-entry, and the gaps are where information drifts out of sync.
The systems
The systems we connect
We integrate the systems firms run on, including ledgers and accounting (such as Xero, MYOB or QuickBooks), practice management (such as Xero Practice Manager, Karbon or FYI), document management, ATO and lodgement tooling, and e-signature. Off-the-shelf where it fits, custom where it doesn't.
Where it usually connects
Where firms usually need connections
Ledger and practice management → client and job data in sync across both
Practice management and document management → documents linked to the right client and job
Job system and deadlines → lodgement and deadline data flowing to where the work is tracked
Client onboarding and systems → new clients set up once, everywhere
E-signature and jobs → signed documents flow back and progress the job
How we facilitate it
How we facilitate it for accounting firms
Every connection gets the right approach. Where a reliable off-the-shelf integration exists, we use it. Where it doesn't, or the logic is more involved, we build a custom integration through the systems' APIs, with proper authentication, error handling and monitoring so it doesn't silently break. We keep your data secure and in your control, deployed per client with Australian data residency, which matters for the confidential client financial data your firm handles.
The bigger picture
Part of a connected system
Connecting your systems is usually the start, not the end. Once data flows, there's work to automate on top of it, and often a role for AI agents to act on what your connected systems now know.
FAQ
Frequently asked questions
Can you integrate with Xero, MYOB or our practice system?
Yes. We connect common accounting and practice systems (such as Xero, MYOB, Xero Practice Manager, Karbon and FYI) to the rest of your stack.
What can we connect our ledger to?
Typically practice management, document tools, your job system and e-signature, so client and job data stay in sync and nothing is entered twice.
Is our client data secure?
Yes. Per-client deployment and Australian data residency, with no routing of confidential data through tools you can't see into.
What if there's no ready-made integration?
We build a custom one through the systems' APIs.
How do we get started?
Show us one task your team currently does by hand. We'll build an AI agent that does it, free, running on your real work for 30 days.
What clients say
Josh was brilliant, thorough and very understanding. Not only was Josh quick to respond, he has a wealth of knowledge in project management and was able to streamline my workflow across three business in a matter of hours. Josh far exceeded all expectations
Get started
Show us one task your team does by hand
We'll build an AI agent that does it, free, running on your real work for 30 days. No access to your systems, no cost, and no obligation at the end.