Accounting integrations that close the loop

Operating runs the project economics; your accounting platform runs the books. The integration keeps them in step — invoice data out, payment status and tax rates back — starting with Xero and QuickBooks. No export files, no re-keying, no invoicing excel.

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Invoices flow to accounting — your way

When an invoice is generated in Operating, its data is ready for your accounting platform. Send the invoice from Operating and the information lands in accounting — or push it over and send it from there. Both work; neither involves typing an invoice twice.

Send from Operating, with the data flowing to accounting
Or push to Xero or QuickBooks and send from there
Either way: no re-keying, no export files

Off-the-shelf integrations with

+ integrations to other CRMs possible via our REST API

Accounting owns the payment — Operating stays current

Payment status belongs in the books, so the accounting platform stays the master. Operating keeps polling it: the moment an invoice is paid there, it shows paid here. Tax rates come from the platform too, and customers map one-to-one.

Payment status polled from accounting — paid there, paid here
Tax rates fetched from the platform, not maintained twice
Customers mapped one-to-one between the systems

The money story, finally in one chain

Budgeted, planned, actuals — and now invoiced and paid. With accounting connected, project reporting covers the whole life of the money, and the monthly ritual of reconciling an invoicing excel against two systems simply ends.