Integrations
CSV import is available now. Native connectors are listed with their honest status.
CSV imports
AvailableInvoices, line items, credit notes, payments, subscriptions, CRM deals, contract registers and pricing schedules, discount approvals, renewals, accounts receivable, work and milestones.
Contract uploads
AvailablePDF, DOCX and text contracts; extraction needs GEMINI_API_KEY. Scanned PDFs need OCR, which is not implemented.
Stripe
Not yet availableInvoices, subscriptions, charges and failed payments.
QuickBooks
Not yet availableInvoices, credit memos and payments.
Xero
Not yet availableInvoices, credit notes and payments.
HubSpot
Not yet availableCompanies and closed-won deals.
Salesforce
Not yet availableAccounts and closed-won opportunities.