Your bank, the way your customers pay you, your payroll provider, the books you are moving from, and your own programs. Most of it is included; the rest connects from your settings.
Banking
Bank and card feeds
Connect in settings
Bring in bank and card transactions through your own SimpleFIN account (a connection service you sign up for and pay for): pull whenever you like, or turn on a daily pull that runs the first time you open your books each day. Statements from any bank can also be uploaded as files.
Customers will pay an emailed invoice by card or bank transfer, straight into your own Stripe account, and each payment will book itself against the invoice.
Bring every company and every year of history from QuickBooks Desktop, checked to the penny against its trial balance, and export back to QuickBooks Desktop whenever you want.
Xero, Wave, QuickBooks Online, or any journal export as CSV or Excel: map the columns once, save the mapping, and the same penny check ties it to your trial balance.
Books settings > Connections > Import from a spreadsheet
Gusto, ADP, Paychex or any other provider's report becomes one balanced journal entry per pay date, with the mapping remembered per provider. It can also arrive through the API.
For companies that run Kapara at the register: each day's sales, tenders, tax and tips become a journal entry, with every store as its own class, shown to you before anything posts.
Integrations tab, for companies that run Kapara
Accountants
Tax software handoff
Included
The year-end trial balance in the layouts Lacerte and UltraTax CS import, with each account mapped to its line on the tax return.
Read invoices, bills, payments, contacts and ledger entries from your own programs, post payroll, and get a signed message the moment something changes.
Snap receipts into your documents, approve your accountant's entries, log trips and look up balances from your phone, with notifications when something needs you.
Let the AI assistant you already use read your books through MCP, with only the companies its key names, never able to change anything, and every read in your AI activity.