Accounting Integrations

Stop re-typing invoices, chasing payment statuses, or running billing cycles by hand. We connect your CRM, e-commerce, project tools, and operational systems directly to Xero, Sage, QuickBooks, FreshBooks, MYOB, Zoho Books, or NetSuite so deals become invoices automatically, approved billable hours apply rate cards into draft invoices with write-off controls, real-time project profitability tracking that combines time, expenses, and invoicing into a live margin P&L before jobs go over budget, live WIP ageing and cash forecasts from unbilled balances stop write-offs before cash gets tight, Asana, Monday.com, Jira, and ClickUp deliverables populate invoice line items with quantities and rates, deposit invoices raise on booking with automatic balance-due invoices on delivery and deposit allocation against each job, online store and marketplace orders create ERP sales orders, reserve stock, and post invoices and COGS without re-keying, branded invoice PDFs generate from CRM deal line items or from locked ledger templates in batch before posting, mid-cycle plan upgrades and downgrades calculate prorated credits and charges automatically, subscription plan catalogues with tiers, add-ons, and grandfathered pricing sync into billing and the ledger, customers view and pay invoices through a branded self-service portal, unbroken sequential invoice numbers allocate across CRM, ledger, and e-commerce with gap detection for SARS audits, multi-currency CRM deals hand off with transaction currency, FX rate, and ZAR amount so finance skips forex rework, warehouse and inventory stock movements post inventory asset and COGS journals so stock valuations stay audit-ready, Amazon FBA settlement fees post as journals alongside local stock, holding-company and franchise invoices stamp the correct legal-entity letterhead, VAT number, and bank details from CRM entity masters, per-customer payment-terms engines apply net-7, net-30, net-60, COD, and early-payment discount rules so billing never invents wrong due dates, supplier PDF invoices are captured with AI OCR into AP, AI categorisation routes each bill to the right cost centre, project, department, and approver after capture, automated three-way matching of purchase orders, goods receipts, and supplier invoices blocks payment until lines agree, multi-approver invoice chains with amount thresholds and escalation hold drafts until sign-off before ledger posting, contested invoices open as CRM dispute tickets with finance notify, credit note or revised invoice, and status sync, credit notes and gateway refunds match into the ledger with approval routing and SARS Section 21 audit trails, partial and instalment receipts allocate against open invoices with live outstanding balances pushed back to CRM, a programmatic invoice API lets product, CRM, and ecommerce systems create and query ledger invoices with auth and idempotency, multi-region tax calculation engines apply jurisdiction rate tables and product-category logic on every CRM invoice line before Xero or Sage posting, structured invoice and ledger exports prepare VAT201 eFiling packs with control-account reconciliation, live 30/60/90 invoice ageing packs and scheduled customer statement packs deliver to dashboards, email, WhatsApp, SMS, or portal, SMS invoice reminders with pay links sit alongside email and WhatsApp dunning so collections land in the channel clients actually open, invoice revision versioning keeps field-level before/after edit history with timestamps and user attribution for auditors, bank statement PDFs and CSVs parse into the ledger for faster reconciliation, payments sync back in real time, monthly EMP201 three-way reconciliation catches PAYE, UIF, and SDL mismatches before the SARS 7th, EMP501 annual close rolls twelve EMP201 months against IRP5/IT3(a) totals ahead of the May deadline, IRP5 certificates generate from live payroll for on-time employee distribution, SimplePay, PaySpace (Deel Local Payroll), and Sage 300 People API hubs push employee masters and pay-run journals into Sage, Xero, and CRM without CSV bridges, automated multi-cost-centre payroll journals post salary, PAYE, UIF, SDL, medical aid, and garnishee lines into Xero, Sage, and QuickBooks on pay-run finalisation, and your books stay audit-ready with full VAT and SARS compliance, with month-end close cycle automation that shortens reconciliations, accruals, and journals so board packs land days earlier, plus living digital equipment registers that track purchase dates, depreciation, maintenance, and assignments with SARS wear-and-tear evidence packs, and fixed-asset lifecycle control from procurement through disposal so ghost assets leave the books with residual-value checks and s8(4)(a)/s11(o) disposal packs.