Accounting automation & integrations

Automation for the accounting stack you already run

Your accounting apps, finally working as one.

We connect the apps you run on, so your data moves and your team doesn't.

QBQuickBooks Online XRXero PAPayroll ECE-commerce RPReporting — the stack you already run

Why choose us

01

Built for your stack

Not off the shelf. Every bridge is wired to the apps and roles you actually run.

02

Your data stays put

No rip-and-replace. Your data lives in your apps; we work at the seams between them.

03

Live in days, not quarters

Focused, fixed-scope builds that ship and prove themselves fast.

01 / SERVICES

What we build. What it does.

We build the bridges between the apps you already own — QuickBooks, Xero, payroll, CRM and more — so you stop retyping the same numbers.

01⇄

Bank & credit-card feed rules

Your transactions, categorized and reconciled before you open the books.

We tune bank and credit-card feeds inside QuickBooks Online or Xero so transactions map to the right accounts, classes and payees automatically — built to your chart of accounts, not a generic template.

Recurring payees, transfers & intercompany entries coded by rule
Auto-categorization mapped to classes and locations
Duplicate detection — nothing double-posts silently
02📷

Receipt & invoice capture → books

From a photo of a receipt to a posted, coded entry — no data entry.

We hook the capture tools your team already uses — Dext, Hubdoc, AutoEntry — directly into the ledger. Expenses flow in pre-coded, attachments attached, and HST/GST (and QST in Québec) handled for Canadian books.

Supplier matching + dispatch rules per vendor
Canadian tax codes: GST/HST across provinces, QST in Québec
Attachments synced to matching transactions — audit-ready
03🛒

E-commerce & payment reconciliation

Shopify to QuickBooks, reconciled to the penny — every payout, fee and charge.

We stand up A2X and connector flows that turn messy payout data from Shopify, Amazon, Stripe, PayPal and Square into clean journal entries in QBO or Xero. Fees, refunds, sales tax and payouts are separated and reconciled automatically against your deposits.

Sales / fees / refunds / tax split into ledger buckets
Payout vs. sales reconciliation — deposits always tie out
Multi-currency & marketplace handling
04💰

Payroll-to-books integration

Payroll posts itself — cleanly, fully accrued, and reconciled every period.

We bridge payroll outputs — ADP, Paychex, Ceridian, Wagepoint, or custom exports — into QBO or Xero so wages, employer taxes, CPP and EI are recorded correctly and tied to the right expense accounts. No more fat-fingered payday entries.

Payroll register piped to ledger with correct wage & tax splits
Employer-cost accruals (CPP, EI, WSIB) posted automatically
Liabilities & year-end forms kept current in the books
05🛠

Job costing & field-service integrations

Jobber, ServiceTitan or Buildertrend closing straight into job-costed books.

We integrate field-service and job-management platforms with the ledger so every work order, invoice and expense lands against the right job with accurate cost. Real-time job profitability without double entry.

Invoices, payments & expenses coded to customer & job by default
Accurate COGS & job-profitability reporting
Two-way conflict handling & error logs
06⇅

Custom integration bridges & APIs

Your stack doesn't come wired together. We make it talk.

This is what sets us apart: when off-the-shelf connectors don't fit, we build secure custom bridges between the apps you already run — ERP, CRM, inventory, invoicing, banking, and QBO/Xero. Purpose-built for CPAs, coding bookkeepers and corporate finance teams.

Bespoke app-to-app pipelines with error handling & retries
REST / webhook integration against your existing systems
Secure credentials, audit logs, scheduled or live sync — you control it

02 / HOW WE WORK

A clear plan. A real handover.

01

Audit

We map your workflow and flag every manual step.

02

Design

You get a clear plan and a fixed scope before we build.

03

Build

We wire the integration inside your systems, with your sign-off.

04

Run

We monitor it — so it keeps working and you keep moving.

We build the bridge. Your accountant keeps the sign-off.

Built for CPAs, CFAs, bookkeepers and the accounting teams behind growing companies.

We are integration specialists. We do not provide accounting services, render opinions or file returns — we never compete with your firm.

03 / WHY IT MATTERS

Workflows that run themselves.

Time

Reclaim hours every month that used to go to data entry.

Accuracy

No more rekeying errors slipping between systems.

Speed

Close faster and decide before the competition does.

Quiet nights

The work that chased you now runs itself.

Scale

Take on more clients or volume without adding headcount.

Audit-ready

Every entry has a documented source and a preserved audit trail.

04 / LET'S TALK

Let's map your workflow.

Tell us how you work today, and we'll show you what automation frees up.

No pressure, no jargon — just a clear plan you can act on.

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