Manage Connections
Bank Account
Connect your bank account to automatically import transactions and keep your financial data up-to-date. We use a secure third-party service to protect your credentials.
QuickBooks
Sync your data with QuickBooks to streamline your accounting process, reconcile accounts, and generate financial reports with ease.
Arcsite
Connect Arcsite to sync your project drawings, proposals, and material takeoffs to keep your sales and project data aligned.
Jobber
Integrate with Jobber to pull in your job schedules, client information, and up-to-date sales numbers automatically.
How it Works
We partner with industry-leading financial data providers to ensure your information is transmitted securely. Your credentials are never stored on our servers. When you connect an account, we receive read-only access to your transaction data, which we then use to populate your financial entries.