Connected tools
Accounting connection
Connect only what is verified, authorised and useful to your workflow.
Availability Availability is not verified. Xero is a candidate; no accounting connection is represented as live. Provider logos and “Connected” badges are not used as proof.
Supported scope
The intended scope, subject to verification for the selected provider.
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Approved expense data
Reviewed expenses and their evidence, ready to pass on.
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Codes and categories
Mapping to the provider’s accounts, tax codes and currency.
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Attachments
Original documents linked to the records they support.
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Partial results shown
Unsupported fields and partial results are listed, not hidden.
Prerequisites
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An authorising person
Someone entitled to authorise access for the workspace or client.
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The exact provider
The specific regional product and supported operations.
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A sandbox test
A test with sample data before any real records are involved.
Readiness checklist
What has to be true before a connection is used.
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01
Choose the provider
Choose the exact regional provider and supported operations.
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02
Confirm authority
Confirm who can authorise access and which client it belongs to.
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03
Map the data
Map suppliers, codes, tax, currency and attachment ownership.
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04
Test and verify
Run an authorised sandbox test and verify the external record.
Setup steps
How setup is intended to work once a provider is released.
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1. Ask about the connection
Tell us the provider and region you use.
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2. Authorise
An authorised person grants access to the chosen scope.
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3. Map
Match suppliers, codes, tax and currency.
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4. Test
Run a sandbox test and check the result in the provider.
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5. Go live deliberately
Enable only after the checks pass; access can be revoked.
What is not synchronised
Approval is not proof of payment, and an export is not proof of posting.
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Anything unsupported
Fields the provider cannot accept are shown as unsupported.
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Locked records
Locked or synchronised records are not silently overwritten.
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Payments
Payment states in the product are not assumed to match the provider’s.
Accounting connection questions.
Which providers are supported?
None is verified yet. Xero is a candidate; other providers are not promised. The status on the integrations page is the current position.
Can I export without a connection?
Yes. CSV and Excel files and PDF reports are available for manual exchange.
What does it cost?
Regions, fees, plans and scopes depend on the selected provider and the published plan. We do not state costs until they are approved.
Ask about this connection.
Tell us your accounting provider and region.