SaaS
Stripe and QuickBooks or Xero connected so sales, fees, refunds and payouts reach accounting without manual exports or duplicate records.
Finance for SaaSSetup & Cleanup
Accounting system integration that doesn't need fixing every month
Tools were added one at a time. Now data moves between CRM, billing, payments and accounting through syncs nobody fully understands, and someone fixes them manually each month.
When financial systems don't work together
The same customer lives in three systems and staff edit all of them. Integrations create duplicates or skip transactions. More time goes into checking syncs than doing accounting.
- No clear source of truth for customers and invoices
- Manual exports and adjustments every month
- Duplicate or missing transactions from syncs
- Nobody knows how data flows between tools
How a finance systems review works
Map the stack first, then decide what to automate and what to control manually.
- 1
Map the data flows
Document every tool, integration and manual handoff between sales, billing, payments and accounting.
- 2
Pick a source of truth
Decide which system owns customers, contracts, invoices and payments.
- 3
Repair in the right order
Fix the integration, then clean affected periods, so the problem doesn't recreate itself.
- 4
Automate safely
Automate routine flows and keep manual control where errors are costly.
Integration setups we see in tech companies
MSPs
ConnectWise, the accounting system and client payment portals, with GL mappings that don't need checking every time.
Finance for MSPsIT services & agencies
CRM, project management, time tracking and accounting connected so finance stops recreating invoices by hand.
Finance for IT services & agenciesFrequently asked questions
What does a finance systems review look at?
Every tool, integration and manual step, where data is created and edited, and where errors enter the books.
Which system should be the source of truth?
Usually billing for customers and invoices, and accounting for financial results. The key is one owner per type of data.
Should we fix the integration or clean the books first?
Fix the integration first, then clean the affected periods. Otherwise the problems come back.
Can an accountant map our finance stack?
Yes. Mapping integrations and handoffs and deciding what to automate is part of setting up the accounting properly.
How should Stripe and QuickBooks connect for a SaaS company?
Payout-level data flows in with sales, fees and refunds separated, reconciled to the bank automatically.
How do we simplify an MSP finance stack?
Reduce syncs to the ones that matter, map ConnectWise to the accounting system properly, and remove duplicate entry points.
How should an agency connect projects and accounting?
Time and project data should create invoices and project costs directly, so finance reviews instead of retyping.
Your company has enough moving parts already.
Start with a clear look at where things stand and what should improve.