The agents connect to the 15 systems below with access you create and can switch off. Your person can work in anything else you give them a login to, like any employee.
None of these needs a deal with the vendor. You create the access in your own account, and you can take it away.
Where your books live. The agents and your person work inside it, set up the way it is today.
6 systems
QuickBooks OnlineSmall-business accounting in the cloud. Bank feeds, bills, invoices and the close.Connected with a user you create
XeroAccounting for small businesses, simple and fully online.Connected with a user you create
Oracle NetSuiteThe step up from QuickBooks for growing companies.Your admin registers our access once
Sage IntacctAccounting for mid-size companies and nonprofits.Needs the Sage web services add-on
Microsoft Dynamics 365Business Central, Microsoft's accounting system for mid-size companies.Your admin registers our access once
OdooOpen-source business software, accounting included.Connected with a key you createMoney coming in. Payouts are matched back to the sales, fees and refunds behind them.
2 systemsMoney going out, and the figures your tax filings need.
4 systemsWhere the work in some businesses starts: matters, jobs, units. The agents bring it into the books.
3 systems
ClioLegal billing and client trust accounts.More on law firms →Connected with a login you approve
ProcoreConstruction projects, commitments and costs.More on construction →Connected with an app you install
BuildiumProperty management: rent, owners, vendors.More on property management →Your admin turns on access in settingsNot listed?Tell us what your posting names. If the agents cannot reach it, your person still can, and the agents work on what it exports.Ask about your softwareA user, a key or an app, created in your own account with the permissions you choose. For QuickBooks or Xero it is a user you create. We never ask for your password.
The agents and your person work inside your own software. Your books never move somewhere you cannot reach them, and you can look at them whenever you like.
Switch off the user or delete the key whenever you like. Because your books never left your software, leaving is a handover, not a rescue.
Some software only lets approved partners connect. Your person logs into those like any employee, and the agents work on what those systems export.
So a payroll run in ADP or Gusto is done by your person. The payroll journal it produces is entered and checked in your books like any other.
Listed because they come up in finance postings. Not connected to our agents.
No. We work in yours, set up the way it is today, and changing systems is never a condition of working with us. If you ever decide to move, we move the data and check it against the old books line by line, but that is your decision and a separate conversation.
No, never. You create a user, a key or an app for us in your own account, with the permissions you choose, and you can switch it off in one click.
Yes. The access is the user or key you create, with the permissions you set. Anything that moves money waits for a person to approve it.
Those vendors only let approved partners connect, and we do not claim a connection we do not have. Your person logs into them like any employee, and the agents work on what they export.
Tell us what your posting names. If the agents cannot reach it, your person still can, and we will say plainly which duties that leaves with the person.
No. Your data is never used to train anything, never combined with another client's, and never stored on a personal laptop.
Task by task, from 125 real bookkeeper postings.
Second codes, a user you control, encryption, and what is written down before anything starts.
Construction, property management, law firms, e-commerce and professional services.
Pick the role and leave your work email. We find your posting from your company and send you matched candidates, free.
Stripe
Ramp
BILL
Expensify
Avalara