Integrations

← All CPA tools

For Accountants

The platform fits the stack you already use — it doesn’t ask you to replace it.

Accounting

  • QuickBooks Online — direct sync through Intuit’s official API. Approved transactions post to the client’s ledger, mapped to their chart of accounts. See how the sync works →

Banks

  • 40+ statement formats — Chase, Wells Fargo, Bank of America, and dozens more
  • Business checking, savings, and credit card statements
  • CSV and PDF, single month or full-year batches
Don’t see your client’s bank? Statement formats are added continuously — unsupported formats are typically added within days of being reported.

On the roadmap

Payroll platforms, additional accounting packages, and document storage providers. Waitlist members get a say in what ships first.

Works with what you already use.

Early access opens soon. Join the waitlist — no credit card, no setup.

Join the CPA Waitlist