Resources • integrations • accounting • CRM
Accounting & CRM integrations: keep finance and client records joined up
Stop chasing “is this paid?” across emails, portals, and accounting tools. Fire Door App integrations keep payment status, payouts, invoices, and client records aligned safely in the background.
- Stripe Connect
- Accounting
- CRM
- Paid status
- Sync
Stop chasing “is this paid?” across emails, portals,
and accounting tools
Integrations keep payment status, payouts, invoices, and client records aligned safely in the background — so finance and delivery teams are looking at the same current state without manual reconciliation.
Goal 01
Paid status sync
When a client pays, Fire Door App syncs the paid status into your accounting platform so the ledger stays current without manual updates. No more "is the Xero invoice marked paid?" at end of month.
Goal 02
Payout visibility
Keep payout information and context visible so finance can reconcile faster. Instead of rebuilding the story from screenshots and emails, payout data is accessible alongside the invoice record it relates to.
Goal 03
Client records
Keep client and contact records aligned between Fire Door App and your CRM so the right company owns the right sites and invoices. No duplicate clients, no mismatched addresses, no "which HubSpot record is this?" at handover.
Ops teams
Stop re-keying payment updates and chasing "what's current?" across systems — integrations keep status aligned in the background without blocking delivery workflows.
Finance
Reconcile faster with consistent paid/outstanding status and payout context available alongside invoice records — not scattered across emails and bank statements.
Commercial
Keep client and contact records aligned between Fire Door App and CRM so the right company owns the right sites, invoices, and handover documentation.
Three data flows that remove manual reconciliation work
across your tools
Integrations exist to remove repeated admin tasks and keep customer records consistent. Each sync flow targets a specific pain point — paid status, payout context, or client identity.
Three flows · background · automatic retries
Sync 01
Paid status
When a client pays, Fire Door App syncs paid status into your accounting platform so the ledger stays up to date without anyone manually marking the invoice as received. Works in both directions where the integration supports it.
Sync 02
Payout visibility
Payout information and context visible alongside invoice records so finance can reconcile without rebuilding the story from Stripe dashboards, bank statements, and email threads. Payout dates, amounts, and references accessible in one place.
Sync 03
Client records
Client and contact records aligned between Fire Door App and CRM so the right company owns the right sites and invoices. Prevents duplicate client records and contact mismatches that create handover confusion when account ownership changes.
One payments integration, four accounting platforms,
one CRM
These are the integrations currently available in Fire Door App. If you need something else, tell the team what tool you use.
Payments
Payouts and paid status visibility
Stripe Connect handles online pay links, payout reconciliation, and paid status sync. When a client pays via a Stripe pay link, payment status updates automatically and payout context is visible alongside the invoice record.
What teams use it for
Payment reconciliation: sync paid status so finance doesn't manually update invoices in two places.
Client card payments: smaller clients pay directly via a link without raising a purchase order.
Payout context: finance can see which invoices contributed to each payout without switching between dashboards.
Accounting
Xero
Keep invoice payments and paid status aligned for reconciliation and reporting.
AccountingQuickBooks
Sync invoice and payment records for consistent ledger entries without copy-paste.
AccountingSage
Keep payment and payout records consistent for month-end reconciliation.
AccountingFreshBooks
Invoice and payment data aligned for smaller teams managing their own finance.
AccountingCRM
Client and contact record alignment
Keep client and contact records consistent between Fire Door App and HubSpot so the right company owns the right sites, invoices, and handover documentation — without duplicate records or mismatched addresses.
What teams use it for
Client handover: keep client/company records aligned so the right sites and invoices map to the right HubSpot contact.
Portfolio reporting: consistent company identity across tools means reports and revenue tracking add up.
Account ownership changes: when contacts change, the CRM and FDA record stay aligned without manual cleanup.
Setup checklist · before connecting an integration
Three decisions to make before you connect
01
Confirm ownership
Who connects + where credentials are stored
Decide which team member connects the integration and where API credentials or OAuth tokens are stored — so access isn't lost if that person moves on.
02
Source of truth
What gets created where
Define what gets created or updated in Fire Door App vs in the accounting or CRM tool — to prevent both systems creating duplicate records when the integration runs.
03
Check mapping
Client identity and invoice IDs stay stable
Client/company identity and invoice identifiers should remain stable across both systems — a renamed company or reused invoice reference breaks the sync relationship.
Integrations should feel boring — changes happen in the background
without creating cleanup work
Three mechanics that keep sync reliable even when third-party APIs have transient issues — then quick answers on what's available, what syncs, and what setup is required.
Reliability mechanics
Background sync · safe retries · audit trail
Mechanic 01
Background updates
Sync operations run in the background so admin workflows are never blocked waiting for a third-party API to respond. A slow Xero API call doesn't hold up issuing the next invoice.
Mechanic 02
Safe retries
Transient failures — a brief Stripe outage, a timeout from HubSpot — are automatically retried so records stay consistent over time without requiring manual intervention or creating permanent mismatches.
Mechanic 03
Audit trail
An internal history of sync events so finance can explain what happened and when — which payment synced to Xero, when the HubSpot record was last updated, and whether a retry was needed.
Common questions · quick answers
Fire Door App currently supports Stripe Connect for payments and payout visibility; Xero, QuickBooks, Sage, and FreshBooks for accounting and invoice reconciliation; and HubSpot for CRM and client record alignment.
If you use a different tool, tell the team — integration requests help prioritise what gets built next.
Depending on the integration and how it's configured: invoice payments and paid status sync to accounting platforms so the ledger reflects current status; payout information from Stripe is visible alongside invoice records; and client and contact records are aligned with HubSpot so company identity stays consistent.
The exact data available for each integration depends on the platform's API and the permissions granted during setup — not all fields sync in all directions.
Paid status changes are synced in the background — so the accounting platform update doesn't block the workflow that triggered the payment. If the connected platform is temporarily unavailable (a brief outage or timeout), Fire Door App retries automatically rather than failing silently.
An internal audit trail records sync events so finance can verify what happened and when — without needing to check both systems to understand the sequence of events.
Yes — integrations need to be connected per workspace and require one-time setup steps. These typically include: selecting which account to connect, confirming permissions (what the integration can read or write), and completing any OAuth or API key onboarding steps specific to the platform.
Before connecting, it's worth agreeing who owns the integration credentials, defining the source of truth for records that exist in both systems, and confirming that client identifiers (company names, invoice references) are stable so the sync relationship holds.
Teams doing high-volume, repeat-visit work who need finance and client records to stay consistent across tools without admin overhead. In practice: ops teams who want to stop re-keying payment updates; finance teams who want to reconcile faster without chasing Stripe screenshots; and commercial teams who want client records to stay consistent in CRM.
If you're running a small number of jobs from a single system and not using external accounting or CRM tools, integrations add complexity without adding value — the basic invoice and payment tracking workflow is sufficient.
Quick facts
Integrations at a glance
Payments
Stripe Connect — pay links, payout visibility, paid status sync
Accounting
Xero · QuickBooks · Sage · FreshBooks — invoice and paid status sync
CRM
HubSpot — client and contact record alignment
Reliability
Background · auto retry · audit trail — transient outages handled
Setup
Per-workspace connection · one-time auth · agree source of truth first
Get started
Connect one workflow, then remove the admin drift
Start with payments, invoices, and client records so finance and delivery teams are looking at the same current status.
Connect one workflow, then remove the admin drift.
Payments, invoices, and client records in one current view.
Start with payments, invoices, and client records so finance and delivery teams are looking at the same current status.