Integrations
Finance and accounting integrations
Your finance system holds the numbers that run your business, but only pays off when it's connected. We connect your accounting and finance tools to the rest of your stack, so data flows and nothing is entered twice.
The problem
Finance data gets re-keyed everywhere
A deal closes and someone re-enters it to raise the invoice. A project runs but its costs are reconciled by hand. Payroll, payments and expenses live in separate places.
Finance ends up being manual double-entry, and every re-key is a chance for the numbers to drift.
The platforms
The finance systems we connect
We integrate the finance and accounting systems businesses run on, including Xero, MYOB, QuickBooks, Reckon and larger ERP-grade systems such as NetSuite. Where a reliable connection exists we use it, and where it doesn't, we build a custom one.
- Xero
- MYOB
- QuickBooks
- Reckon
- NetSuite
Finance platform list to be confirmed before publish. We name only platforms we can actually deliver.
Where it connects
Where finance usually needs to connect
These are the connections that turn accounting from a data-entry destination into the finance layer of a connected business.
Accounting and CRM
Won deals raise invoices automatically, and payment status flows back so sales sees where money actually lands.
Accounting and your work platform
Project and job costs joined to delivery so budget, spend and margin sit next to the work rather than in a separate system.
Accounting and payments
Payment data reconciled without manual entry, so receipts and remittances line up with the ledger on their own.
Accounting and payroll
Hours and pay aligned across systems, so timesheets and payroll flow into the ledger cleanly.
Accounting and accounts payable
Invoices captured, matched and routed for approval, so payables move through review without keying every line.
Each connection removes a manual handoff and keeps the ledger true, so finance reports the state of the business rather than reconstructing it.
How we build
How we facilitate it
Every connection gets the right approach. Where a reliable native or off-the-shelf integration exists, we use it. Where there isn't one, or the logic is more involved than a standard connector allows, 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.
Want the detail on how we build custom connections?
Beyond the connection
Connected, not just linked
Connecting finance is rarely the whole job. Once the data flows, there's usually work to automate on top of it, and often a role for AI agents to act on what your systems now know. We build integration as part of a connected system.
FAQ
Frequently asked questions
What is a finance or accounting integration?
A connection between your accounting system and the tools around it, so financial data flows automatically instead of being re-keyed, for example a won deal raising an invoice, or project costs flowing to the ledger.
Can you integrate with Xero or MYOB?
Yes. We connect Xero, MYOB, QuickBooks and others to your CRM, work platform and payment tools, using off-the-shelf connections where they exist and custom builds where they don't.
What can we connect our accounting system to?
Typically your CRM, work or project platform, payments, payroll and accounts payable, depending on where you're re-keying data today.
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.
Keep reading
Related
- Capability
Custom integrations overview
How we connect every category of system a business runs on.
Read more - Service
Integrations & automation
The managed engagement that delivers connections end to end.
Read more - Category
CRM integrations
Connect the CRM so won deals raise invoices automatically.
Read more - Category
Practice management integrations
For firms whose practice system is the hub of their finance data.
Read more
What clients say
Josh has been phenomenal as an implementation partner. So cool, calm and so patient. He understands common business challenges and the anxiety that comes with change management. He has no issues getting deep into the details and happy to step into our mess to find order and process that works in this new system. I could not recommend Josh more highly.
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.