Accounting
made effortless

Sync expenses, manage invoices,
and connect your accounting tools — we help you
take control of your finances.

Try demo

Expense management interface showing transaction details, including dates, amounts, categories, and sync status

One-click integrations
Connect your favorite accounting platforms in just a few clicks with no complex setup required.
Real-time reconciliation
Keep every transaction instantly synced and always up‑to‑date.
One system for everything
Process invoices, categorize expenses, and export data without switching tools.

How it works

Step 1

Connect your accounting software

Enable integrations from the Client Portal. Follow the steps to
authenticate and link your account. More integrations rolling
out soon.

Step 2

Set up and categorize

Choose what to sync: accounts, contacts, categories, and tax
rates. Assign expenses before exporting.

Interface for managing bank statement sync in Xero, with toggles for categories like Entertainment, Groceries, Health, Services and more

Step 3

Sync with confidence

Push transactions to your accounting system in just a few
clicks. If the accounting platform allows it, synced data
appears with notes and attachments.