Connect
Your accounting software, banks, payment processors and payroll joined into one flow of data.
We work with all major accounting and finance platforms. Stay on the one you trust, move to Zoho Books, or run both while you decide. Either way, the data flows into one connected process.
Your accounting software, banks, payment processors and payroll joined into one flow of data.
Capture, coding, invoicing, reminders and reconciliation handled by workflows and AI.
Budgets, cash and profitability reported live, ready for planning and for your accountant.
Choose a process to see what we set up, the tools behind it and where AI helps.
We integrate with payment processors, banks, payroll providers and tax services, so every transaction lands in your books matched, categorized and ready to report.
Connect my systems →We build AI into your finance workflows to read, sort, match and forecast. Every entry that matters is reviewed, and every action leaves a trail.
Reads receipts, bills and bank lines.
Reviews exceptions and anything over your threshold.
Suggests account codes and reconciliation matches.
Approves the entries and closes the period.
Flags duplicates, unusual spend and policy breaks.
Decides what to fix and who to ask.
Forecasts cash, revenue and churn.
Sets the budget and adjusts the plan.
Drafts payment reminders and month-end summaries.
Signs off before anything is sent.
Accounting support works with our other modules, so sales, operations and leadership read from the same numbers.
We map your current software, accounts, banks and month-end steps.
Systems integrated and historical data cleaned and migrated.
Workflows, rules and AI set up for each finance process.
Your team and your accountant learn the new flow.
Ongoing help each month, and improvements as you grow.
No. We work with all major accounting platforms, including QuickBooks, Xero, Sage and NetSuite. We connect them to the rest of your systems, or help you move to Zoho Books if that fits better.
No. We set up and support the systems and processes. Your accountant gets cleaner books, faster, and spends their time on advice instead of data entry.
Yes. We integrate with banks, bank feeds and the major payment processors so transactions land in your books matched and categorized.
We prepare tax-ready books and year-end packages for your tax advisor, with sales tax and VAT rules applied throughout the year. Filing stays with your tax professional.
AI reads documents, suggests codes and matches, flags anomalies and forecasts. Your team approves entries that matter, and every action is logged.
Connections to banks and processors are encrypted, access is set by role, and every change is recorded in an audit trail.
We connect HR, time tracking and payroll, whether you use Zoho Payroll or a provider such as ADP, Gusto or Paychex, and post payroll journals to your books.
A single process, such as invoicing or expenses, can be running in a few weeks. A full finance stack takes longer depending on entities, integrations and history to migrate.
Bring your software, your banks and your month-end checklist. We’ll map the connected version.
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