Core integrations
Connect to Your
Financial Stack
Native integrations with the accounting systems, payment platforms, and tools your team uses. OAuth-based connections with no credentials stored.
Accounting
Sync books, invoices, and approvals with your general ledger.
QuickBooks
Sync invoices, payments, and journal entries automatically.
NetSuite
Native NetSuite workflows for vendor bills and purchase approvals.
Sage Intacct
Mid-market accounting with approvals, GL, and vendor bill sync.
Xero
Bidirectional sync for bills, payments, and reconciliation.
Payments
Billing, subscriptions, and payment processing.
Stripe
Payment processing, subscriptions, and invoicing.
CRM
Turn pipeline activity into billing-ready data automatically.
Salesforce
Convert opportunities to invoices and keep customers in sync.
HubSpot
Turn deals into receivables with finance-approved mappings.
Attio
Collaborative CRM to sync contacts, companies, and deals.
Documents
Contracts, signatures, and document workflows tied to billing.
PandaDoc
Generate contracts, collect signatures, and push signed data to billing.
DocuSign
Send envelopes, track status, and sync signed documents.
Dropbox Sign
Signature requests and template workflows for finance docs.
Communication
Approvals and notifications where your teams already work.
Slack
Approval requests, notifications, and interactive workflows.
Gmail
Email-based approvals and invoice intake.
Outlook
Route approvals and notifications through Outlook and Calendar.
Resend
Developer-friendly transactional email for invoices and receipts.
SendGrid
Send statements and dunning emails with reliable deliverability.
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