Integrations

Coverage

AuthAccountsBillsContactsCredit notesInvoicesTracking categoriesTransactionsVendor credits
Xero
sevDesk
lexoffice
QuickBooks
MS Business Central
Xentral

Accounts

An Account represents a category in a company’s ledger in which a financial transaction is recorded against. The aggregation of each Account object is often referred to as the ‘Chart of Accounts’.

Bills

A Bill object represents an itemized record of goods and/or services bought from a vendor.

Contacts

A Contact is an individual or business entity to which products and services are sold to or purchased from. The contact model contains both Customers, whom products and services are sold to, and Vendors (or Suppliers), whom products and services are purchased from.

Credit notes

A Credit note is transaction issued to a customer, indicating a reduction or cancellation of the amount owed by the customer. It is most generally used as an adjustment note used to rectify errors, returns, or overpayments related to a sales transaction.

Invoices

The Invoice object represents an itemized record of goods and/or services sold to a customer.

Tracking categories

A Tracking category represents a categorization method used to classify transactions within an accounting platform. They are often used to group records for reporting and analysis purposes. The most common types of Tracking categories are Classes, Departments and Regions.

Transactions

The Transaction common model includes records of all types of transactions that do not appear in other common models. It will contain all types of transactions outside of:

  • Bills
  • Credit Notes
  • Invoices
  • Vendor Credits

Vendor credits

A Vendor credit is a transaction issued by a vendor to the accounting company, indicating a reduction or cancellation of the amount owed to the vendor. It is most generally used as an adjustment note used to rectify errors, returns, or overpayments related to a purchasing transaction.