What syncs to your accounts, and what does not.

Section 01How to do it

1. 01

   Connect the account once

   Authorise from Integrations. Xero, QuickBooks, Sage or FreshBooks for accounting, HubSpot for CRM, Stripe for card payments.

2. 02

   Paid status reaches your ledger

   When a client pays, the invoice is marked off in your ledger. Nobody reconciles it by hand and nobody forgets.

3. 03

   Payment context follows it

   The Stripe payment that settled an invoice sits alongside the invoice records, which is what finance actually needs to reconcile a lump payout against several invoices.

4. 04

   Client records reach your CRM

   Your CRM and your workspace agree on who the client is, so the right company owns the right sites and no duplicate appears at handover.

5. 05

   Check it once, then stop thinking about it

   Raise a real invoice, pay it, and watch it land. Verifying once beats assuming forever.

Section 02What the app actually does here

• Invoices and payment records are pushed to Xero, QuickBooks, Sage or FreshBooks
• Companies, contacts, deals and deal line items are pushed to HubSpot
• Every write is outbound — we push to your ledger and never read your transactions back. We do look up a contact, a tax rate or a ledger account, because a write needs something to post against
• A customer or contact is created in your ledger as a side effect of pushing an invoice
• Failed pushes are retried automatically with exponential backoff, up to ten attempts
• A single invoice can be pushed on demand rather than waiting for the queue
• Connecting an account is owner-only

Section 03What goes wrong

Every one of these has cost somebody real time. They are cheap to avoid and expensive to unwind.

Section 04Questions

Section 05Related