Automations for accountants
Connect two apps for accountants
Most accounting firms I talk to mention the same thing: clients send receipts and bank statements late, in every format. The app connection deals with it quietly while you're deep in year-end season. New orders, rows or contacts move between your tools on their own.
What this fixes for accounting firms
- Clients send receipts and bank statements late, in every format.
- Supplier invoices are typed into Xero or QuickBooks by hand.
- Your own fees get paid late.
What it looks like in practice
Imagine a three-person bookkeeping practice. Every new record in Karbon used to be copied by hand into Xero. Now it appears there on its own within a minute, and if the sync ever fails you get a message.
How it works for accountants
Here is how the app connection runs day to day for accounting firms.
- We pick the two tools and what should move between them.
- I build the sync in n8n, Make or Zapier.
- New or changed records flow across automatically.
- Errors send you an alert instead of failing quietly.
- You get notes on how it works.
Tools it connects to
It plugs into the tools accounting firms already use, such as Xero, QuickBooks, Karbon and Outlook, and runs on n8n, Make and Zapier.
Questions from accounting firms
Does the app connection work with Xero?
It depends on your Xero plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is client data handled?
For the app connection, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The app connection sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your accounting business?
Tell me how your accounting business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built