Products

InLattice is a web-based service designed to streamline the exchange and management of financial documents such as invoices, purchase orders, and payment information between companies and their customers, vendors, and employees. By integrating seamlessly with QuickBooks, InLattice eliminates the need for manual data entry, reducing errors and enhancing efficiency. The platform supports online invoice creation, facilitates ACH payments through NACHA file generation, and offers customizable portal

eIntegrator is a Windows based application that runs on your workstation or server with QuickBooks. For QuickBooks Online it does need a Windows environment either on your system or rented service (ask about our Windows rentals). QuickBooks For MAC is not supported but QuickBooks for Windows can be supported via Parallels or similar tool running on your MAC.

FusionSync is a web-based application that helps in transferring data between QuickBooks Online and Salesforce. It saves the user from manually entering customers, invoices, estimates, payments, and item-related data in the softwares. This product will make sure that both the Sales and Finance teams get access to the important data without relying on anyone for this information. Salesforce and QuickBooks Online (QBO) users prefer FusionSync for streamlining operations and improving efficiency.

BuyFlow is a procurement and purchase approval system built inside Slack, with direct integrations for QuickBooks Online and Xero. Employees initiate purchase requests directly within Slack, eliminating broken email chains and untracked requests. Approvers receive structured notifications to approve, reject, or re-route requests with a single click. Upon approval, BuyFlow automatically generates the corresponding Purchase Order, Expense, or Bill directly in QuickBooks Online or Xero based on pr

DocuMesh is a retail document OCR platform built specifically for US retail businesses using QuickBooks. Unlike generic document extraction tools, DocuMesh is trained on 40+ specific US retail formats including Walmart, Target, Amazon, Sysco, Grainger, Staples, Home Depot, and Nordstrom. It extracts retail-specific fields that generic tools miss — UPC codes, ASINs, ship windows, promotional allowances, case packs, decoration methods, and PMS colors. DocuMesh is the only modern OCR too

SteadMatch is remittance matching and cash application software for QuickBooks Online. It helps bookkeeping and accounts receivable teams extract payment details from supported PDFs, spreadsheets, scans and inbound emails, then match incoming customer payments to open invoices. Users can review single- and multi-invoice remittances, inspect source documents, resolve exceptions and record validated payments in QuickBooks Online. Test Mode lets teams rehearse supported workflows without creating

Accord Sync is the 100% configurable, real-time integration between Salesforce and QuickBooks Online. Leverage the power of both systems with a tool built 100% natively on Salesforce and seamless integration with QuickBooks Online. A next generation integation that is powerful, easy to use and deploys in just hours.

Simple inventory tracking rental software for your equipment or party rental business. If you use Quickbooks for your rental company, this is a must have. We integrate seamlessly with QuickBook Online or QuickBooks Desktop allowing you the flexibility of using either our system or QuickBooks for your invoicing needs. We handle everything else for rentals including inventory management, rental item preparation, routing and logistics and more.

QIF to QBO Converter Software takes a Quicken .QIF export or a QuickBooks .IIF file and writes a Web Connect .qbo that QuickBooks Desktop and QuickBooks Online can import. The same run can also produce a CSV for Excel or a printable PDF table. All work happens on your Windows PC, with no upload and no online account to create. Quicken accepts QIF only for asset, liability and cash accounts, and QuickBooks has no QIF import at all, so an old archive tends to get stuck between the two programs. T

Chasing overdue invoices manually costs small businesses 10+ hours every week. QuickBooks Online has no built-in way to add payment links to customer statements — forcing businesses to call, email, and follow up individually just to get paid. QLink-Pay fixes this. It's the only QuickBooks app that embeds a clickable Pay Now button directly into every customer statement — the #1 most-requested QuickBooks feature with 13,292+ community votes. Pain points QLink-Pay solves: ✅ No payment links on sta

InfoSight Go transforms QuickBooks Enterprise into a complete online platform with unlimited users and full portability. By adding ERP superpowers to your existing QuickBooks backend, InfoSight Go gives your team real-time access to inventory, sales orders, pricing, and fulfillment from anywhere, on any device. Key capabilities include real-time inventory tracking, ecommerce order fulfillment, competition pricing analysis, customer-specific item mappings, and carrier preference management. No ne

Hala.ai is an AI platform (AI framework and Conversational UI) for businesses that use business software (SAP, Microsoft Dynamics, QuickBooks Online, and others). Our solution aims to automate routine activities, reduce operational costs, and allow the users to spend less time on repetitive work via blending the functionality of business applications into one conversational UI. We launched our first SaaS solution with 50 pre-built Digital Skills for QuickBooks Online in December 2020.

GeniusSheets is a financial reporting automation tool designed for accountants, financial planners, bookkeepers, and CFOs. It seamlessly integrates Microsoft Excel, Google Sheets, and QuickBooks Online, enabling users to automate and streamline their financial reporting processes. By eliminating the need for manual data entry and reducing the reliance on export-copy-and-paste methods, GeniusSheets saves professionals significant time and effort in managing financial data. Key Features and Funct

LedgerInbox checks cash, tips and card deposits for every location, then puts anything that doesn't match in one keyboard-driven inbox on top of QuickBooks Online. It's built for bookkeepers who look after restaurants, cafés, bars, salons and retail. The bank feed only shows what reached the bank. It can't show the $47 that never left the drawer, tips that were collected but not paid out, or a card deposit that never arrived. LedgerInbox reads the daily reports from the register and payroll, c

👋 Say hello to Peso – your ultimate solution for seamless accounts receivable automation. Whether you're a growing business, a finance professional, or anyone dealing with invoicing and payment follow-ups, Peso is here to transform your financial processes. TL;DR. Peso streamlines and automates your accounts receivable tasks, saving you time, reducing errors, and ensuring timely payments. 🎯Best for: - Small to mid-sized businesses - Finance professionals - Anyone managing invoicing and payment

Books and Trucks does the monthly bookkeeping for HVAC, plumbing and electrical companies in the US, in QuickBooks Online. Every bank and card account is reconciled each month, sales tax is filed on time, and the owner gets a profit and loss, a balance sheet and a dashboard of revenue, cash and who owes them. For shops on ServiceTitan, we match ServiceTitan and QuickBooks every month and clean up job costing so each job shows what it really made. Plans start at $599 a month, or $995 a month with

QuickBooks Online has no Sales by Rep report, and the Desktop-to-Online migration demotes the old REP field to an initials-only custom field. SalesRepFielder closes that gap for the person who actually closes the books. It connects to QuickBooks Online, reads invoices, sales receipts, payments, credit memos, and refund receipts — including the migrated Sales Rep custom field — and applies your commission rules: flat, tiered, per-deal rate lookup, margin-based, quotas and attainment, bonuses and

AR Collector AI is an AI-powered accounts receivable automation platform built natively inside QuickBooks Online. The platform uses Voice AI, SMS, and email to automatically contact customers with past-due invoices on behalf of small businesses. AR Collector AI operates under CA DCLA License #11445-99, issued by the California Department of Financial Protection and Innovation under the Debt Collection Licensing Act and held by parent company SalesMonster AI LLC. This makes it the first known li

nvoice Tracker for QuickBooks is a focused dashboard that shows paid, due, overdue, and partly paid invoices in one clear view — helping accountants, bookkeepers, and business owners catch late payments faster and recover cash sooner. It connects securely to QuickBooks Online and adds a layer of visibility and control over accounts receivable without changing your existing workflow. Instead of checking multiple reports inside QuickBooks, you instantly see: • All overdue invoices in one clear

Clerks is an AI-powered conversational accounting assistant for QuickBooks Online that lets users create invoices, record expenses, manage vendors and customers, and execute other common accounting tasks through natural conversation, eliminating the need to navigate QBO's menus or remember where things live in the interface. Users can also query their financial data in natural language, asking questions about revenue, expenses, open invoices, bill status, vendor activity, and more. The system co