Works with your existing stack
Integrations for CPA Firms and Finance Teams
Connect Adopt to QuickBooks, NetSuite, Sage Intacct, and 200+ more. Agents work within your existing stack, including legacy systems without an API.
100 integrations shown
Accounting & Bookkeeping
QuickBooks
QuickBooks is a cloud-based accounting platform that enables businesses to manage finances, track income and expenses, and gain real-time insights into their financial performance.
Sage Intacct
A cloud-based accounting and financial management solution by Sage Group that helps businesses automate finances, reporting, and compliance.
FreshBooks
Cloud-based accounting and invoicing platform for small businesses that helps manage invoices, expenses, payments, time tracking, and financial reporting.
Akaunting
Open-source online accounting software for invoicing, expenses, and bookkeeping.
Odoo Invoice
Odoo Invoicing is an ERP-based invoicing platform that enables businesses to create, send, track, and manage customer invoices, payments, and accounting workflows.
Tally
Accounting and GST-compliance software widely used by Indian businesses
DualEntry
AI-powered accounting automation tool for invoice processing and bookkeeping workflows.
Redwood Finance Automation
Cloud-based finance automation platform for automating financial close, reconciliation, journal processing, and other accounting workflows.
Square
POS system for payments, inventory, and business operations.
ERP & Financial Management
Sage Intacct
A cloud-based accounting and financial management solution by Sage Group that helps businesses automate finances, reporting, and compliance.
NetSuite
NetSuite — A cloud-based ERP platform by Oracle that helps businesses manage finance, operations, CRM, and e-commerce in a unified system.
SAP
SAP — A leading enterprise software platform by SAP SE that helps organizations manage business operations, data, and customer relations.
SAP HANA
Enterprise ERP suite for managing finance, supply chain, and business operations in real time.
Oracle EBS
Enterprise ERP suite for finance, HR, supply chain, and operations.
Microsoft Dynamics 365
A cloud-based suite combining ERP and CRM to manage finance, operations, sales, and customer service
Sage X3
ERP solution for finance, supply chain, and production management in mid-sized enterprises.
Epicor
ERP system focused on manufacturing, distribution, and retail industries.
Infor CloudSuite
Industry-specific ERP solutions delivered via cloud with strong analytics and automation.
Certinia
Cloud ERP and PSA platform built on Salesforce.
Financial Close & Consolidation
Sage Intacct
A cloud-based accounting and financial management solution by Sage Group that helps businesses automate finances, reporting, and compliance.NetSuite
NetSuite — A cloud-based ERP platform by Oracle that helps businesses manage finance, operations, CRM, and e-commerce in a unified system.SAP
SAP — A leading enterprise software platform by SAP SE that helps organizations manage business operations, data, and customer relations.Oracle EBS
Enterprise ERP suite for finance, HR, supply chain, and operations.
Oracle FCCS
Enterprise financial consolidation and close solution for managing financial reporting, compliance, and multi-entity consolidation.Redwood Finance Automation
Cloud-based finance automation platform for automating financial close, reconciliation, journal processing, and other accounting workflows.
LeaseQuery
Lease accounting and compliance platform for ASC 842 / IFRS 16.
Softrax
Revenue recognition and billing automation for subscription businesses.
Planful
Financial planning and analysis platform for budgeting, forecasting, and reporting.
Accounts Payable
DualEntry
AI-powered accounting automation tool for invoice processing and bookkeeping workflows.
AppZen
AI-driven finance automation platform that automates expense auditing, invoice processing, and accounts payable compliance using machine learning.
Basware
AP automation and e-invoicing platform for invoice processing and payments.
Esker
Cloud automation platform for accounts payable, order processing, and customer service workflows.
Medius
Accounts payable automation platform for invoice processing and spend management.
Nvoicepay
AP payment automation platform for managing supplier payments and virtual cards.
Hypatos
AI-based intelligent document processing platform for finance and AP automation.
Rossum
AI-powered document processing platform for extracting data from invoices and forms.
ABBYY
Intelligent document processing and OCR solutions for data extraction and automation.
Parashift
AI-based document processing platform for structured data extraction from business documents.
Coupa
Business spend management platform covering procurement, invoicing, sourcing, and expenses.
SAP Ariba
Enterprise procurement and supplier management network for sourcing and purchasing.
Ramp
Spend management platform combining cards, expense tracking, and automation.
Accounts Receivable & Collections
Esker
Cloud automation platform for accounts payable, order processing, and customer service workflows.
Kapittx
AI-driven AR automation platform focused on collections and reconciliation.
Quadient Accounts Receivable
Enterprise AR solution for credit, collections, and dispute management.
Tesorio
Cash flow and AR platform that automates collections and predicts payment behavior.
Aiwyn
Payment automation and practice management platform for accounting firms
Procurement & Spend Management
Basware
AP automation and e-invoicing platform for invoice processing and payments.Coupa
Business spend management platform covering procurement, invoicing, sourcing, and expenses.
Ivalua
Unified source-to-pay platform for procurement, supplier, and contract management.
Jaggaer
Source-to-pay and supplier collaboration platform for enterprises and higher education.SAP Ariba
Enterprise procurement and supplier management network for sourcing and purchasing.
Precoro
Procurement and expense management software for businesses.
GEP SMART
AI-powered procurement and supply chain platform for sourcing, purchasing, and analytics.
Celonis
Process mining and execution management platform for business optimization.
Expense & Corporate Cards
AppZen
AI-driven finance automation platform that automates expense auditing, invoice processing, and accounts payable compliance using machine learning.Precoro
Procurement and expense management software for businesses.
SAP Concur
Enterprise expense, travel, and invoice management solution.
Expensify
Expense reporting and reimbursement automation tool.
Certify
Travel and expense management platform for businesses.
Navan
Travel, expense, and corporate card management platform.
BILL Spend & Expense (Divvy)
Expense management and budgeting platform with corporate cards.Ramp
Spend management platform combining cards, expense tracking, and automation.
Brex
Corporate cards and spend management platform for startups and enterprises.
Banking & Payments
Nvoicepay
AP payment automation platform for managing supplier payments and virtual cards.Brex
Corporate cards and spend management platform for startups and enterprises.Plaid
Plaid acts as a secure digital bridge that connects fintech apps, websites, or business platforms directly to users' bank accounts
Stripe
A payment infrastructure platform for processing online payments and financial operations.
Adyen
Adyen is a financial technology company that provides an end-to-end payments platform for businesses to accept and process online, in-app, and in-store transactions.
Braintree
Braintree is a PayPal-owned payment platform that enables businesses to accept online and mobile payments securely.
Razorpay
Razorpay is a payment solutions provider that enables businesses to accept, process, and manage online payments.
Payoneer
Global payment platform for cross-border transfers and business payouts.Square
POS system for payments, inventory, and business operations.
Billing & Revenue Recognition
Odoo Invoice
Odoo Invoicing is an ERP-based invoicing platform that enables businesses to create, send, track, and manage customer invoices, payments, and accounting workflows.Certinia
Cloud ERP and PSA platform built on Salesforce.Stripe
A payment infrastructure platform for processing online payments and financial operations.
Chargebee
Chargebee is a SaaS platform that helps businesses manage subscriptions, billing, invoicing, and revenue operations.
Recurly
Recurly is a platform that helps businesses manage recurring billing, subscriptions, and revenue optimization.Softrax
Revenue recognition and billing automation for subscription businesses.
Ignition
Proposal, billing, and client engagement automation tool.
Payroll & HR
Gusto
Gusto — A payroll and HR platform that helps businesses manage employee payments, benefits, and compliance in one place.
Rippling
Rippling — A unified HR, IT, and payroll platform that helps businesses manage employee onboarding, devices, apps, and payroll in one system.
BambooHR
BambooHR is a cloud-based HR platform for managing employee data, hiring, and performance.
SAP SuccessFactors
SAP SuccessFactors — A cloud-based human capital management suite by SAP SE that helps organizations manage employee performance, recruitment, learning, and HR processes.
Tax & Compliance
FP&A & Planning
Oracle FCCS
Enterprise financial consolidation and close solution for managing financial reporting, compliance, and multi-entity consolidation.Tesorio
Cash flow and AR platform that automates collections and predicts payment behavior.
Anaplan
Connected planning platform for financial forecasting, budgeting, and business modeling.Planful
Financial planning and analysis platform for budgeting, forecasting, and reporting.
Pigment
Modern business planning tool for real-time financial and operational modeling.
Mosaic
Strategic finance platform for planning, forecasting, and business insights.
Audit & Risk
AppZen
AI-driven finance automation platform that automates expense auditing, invoice processing, and accounts payable compliance using machine learning.
MindBridge
AI-powered financial risk and audit analytics platform that helps organizations detect anomalies, assess risk, and automate financial data analysis.Celonis
Process mining and execution management platform for business optimization.
Origami Risk
A cloud-based risk, insurance, claims, and governance platform for enterprises and insurers.
Suralink
A cloud-based platform that streamlines document requests and collaboration between accounting firms and their clients.
CPA Practice Management
Suralink
A cloud-based platform that streamlines document requests and collaboration between accounting firms and their clients.Aiwyn
Payment automation and practice management platform for accounting firms
HubSync
Workflow automation and client collaboration platform for accounting firmsIgnition
Proposal, billing, and client engagement automation tool.
SmartVault
Cloud document management and secure client portal for accountants
ShareFile
Secure file sharing and client document portal by Citrix
Documents & eSignature
Hypatos
AI-based intelligent document processing platform for finance and AP automation.Rossum
AI-powered document processing platform for extracting data from invoices and forms.ABBYY
Intelligent document processing and OCR solutions for data extraction and automation.Parashift
AI-based document processing platform for structured data extraction from business documents.SmartVault
Cloud document management and secure client portal for accountantsShareFile
Secure file sharing and client document portal by Citrix
DocuSign
DocuSign offers eSignature and digital agreement solutions that streamline how organizations send, sign, and manage documents online.
Adobe Acrobat Sign
A digital signature service that enables users to securely send, sign, track, and manage documents electronically.
Dropbox Sign
HelloSign is an eSignature platform that allows users to sign, send, and manage documents securely online.
PandaDoc
A document automation platform that allows businesses to create, send, track, and eSign proposals, contracts, and other documents.
Box
Box is a cloud-based content management and file-sharing platform that helps businesses securely store, collaborate on, and manage their files from anywhere.
Dropbox
Dropbox is a cloud storage platform that lets users store, sync, and share files securely across devices.
Google Drive
Connect your Google Drive to AI agents to seamlessly search files, read documents for context, and manage cloud storage
OneDrive
Microsoft OneDrive are cloud-based apps for file storage, sharing, and team collaboration.
SharePoint
SharePoint is cloud-based apps for file storage, sharing, and team collaboration.
Data Warehouse & Analytics
SAP HANA
Enterprise ERP suite for managing finance, supply chain, and business operations in real time.
Snowflake
Snowflake is a cloud-based data platform that enables scalable data warehousing, sharing, and analytics with high performance and minimal management.
Google BigQuery
Google BigQuery is a fully managed, serverless data warehouse that enables fast SQL queries and analysis of large-scale datasets.
Databricks
Databricks is a unified analytics platform that combines data engineering, data science, and machine learning on top of Apache Spark.
Amazon Redshift
A fully managed, petabyte-scale cloud data warehouse by Amazon Web Services used for large-scale analytics and SQL querying.
Looker
Business intelligence and data analytics platform for building dashboards, exploring data, and embedding insights.
Fivetran
A managed data pipeline service that automates extracting, loading, and transforming data into cloud data warehouses.
PostgreSQL
PostgreSQL is an advanced open-source relational database known for its robustness, extensibility, and strong support for complex queries and data integrity.
Microsoft SQL Server
A relational database management system by Microsoft used for storing, managing, and querying structured data.
CRM & Revenue
Microsoft Dynamics 365
A cloud-based suite combining ERP and CRM to manage finance, operations, sales, and customer service
Salesforce
A comprehensive cloud CRM solution that unifies customer data, automates workflows, and delivers personalized experiences across sales, service, and marketing channels.
HubSpot
HubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics to facilitate lead nurturing and seamless customer experiences
Microsoft Dynamics CRM
Microsoft Dynamics 365 is a cloud-based CRM platform that helps businesses manage sales, customer relationships, marketing, and service operations in one unified system.
Pipedrive
Pipedrive is a sales management platform focused on visual pipelines, lead tracking, activity reminders, and automation to help keep deals moving forward.
Collaboration & Productivity
Box
Box is a cloud-based content management and file-sharing platform that helps businesses securely store, collaborate on, and manage their files from anywhere.Dropbox
Dropbox is a cloud storage platform that lets users store, sync, and share files securely across devices.Google Drive
Connect your Google Drive to AI agents to seamlessly search files, read documents for context, and manage cloud storageOneDrive
Microsoft OneDrive are cloud-based apps for file storage, sharing, and team collaboration.SharePoint
SharePoint is cloud-based apps for file storage, sharing, and team collaboration.
Slack
Slack is a cloud-based collaboration platform that streamlines workplace communication through organized channels, direct messaging, and integrations with various tools.
Microsoft Teams
Microsoft Teams (Bot Framework) is an integration that allows bots to interact within Teams to automate tasks, provide information, and streamline workflows.
Microsoft Outlook
Microsoft Outlook is a comprehensive personal information manager from Microsoft, combining email, calendar, contacts, and task management into one platform
Gmail
Gmail is a free email service by Google that offers secure, efficient communication with features like smart email organization, AI-powered Smart Compose, and powerful search. It integrates with Google Drive, Chat, and Meet, enabling seamless collaboration.
Notion
Notion is a collaborative workspace that brings together notes, documents, wikis, and tasks—enabling teams to centralize knowledge, manage projects, and customize workflows in one place.
Airtable
Airtable merges spreadsheet functionality with database power, enabling teams to organize projects, track tasks, and collaborate through customizable views, automation, and integrations for data management
Asana
Tool to help teams plan, organize, track, and manage their work, projects, and collaboration in one place.