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Integrations · CanadaConnect the tools your firm already runs
One login, a few permissions, and it is live. Microsoft 365, your ledger, payments and receipts land on the same client record your team works from — no developer, no IT ticket, no second spreadsheet to reconcile.
Illustrative account. Available integrations are confirmed during onboarding.
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Integrations for Canadian accounting firms, by category
Every connection lands on one client record, so balances, invoices, mail and documents sit beside the jobs your team already tracks.
Microsoft 365
Outlook, calendar, Teams and SharePoint — mail matched to clients and documents kept in your own tenant.
QuickBooks Online
Client balances and invoice status appear on the same record as jobs and due diligence.
Xero
Ledger data feeds reporting without a second spreadsheet to reconcile.
Sage
Your accounts stay where they are — FigsFlow reads only what jobs and billing need.
Stripe
Card payments against invoices, reconciled without leaving the client record.
Pre-authorized debits
Recurring collections tie straight back to the invoice they settle.
Receipt capture
Captured receipts and bills attach to the job they belong to.
E-signature, built in
Engagement letters go out and come back signed without leaving the proposal.
API and webhooks
Build your own connection to almost anything else your firm runs.
From login to live record in minutes
No code and no migration. The data stays in the system it lives in; FigsFlow reads what the work needs.
Connect your account
Sign in to the app in a few clicks. FigsFlow asks only for the permissions the module actually uses.
Self-serveIt lands on one client record
Balances, invoices, mail and documents sit on the record your team already works from — no re-keying.
No re-keyingReporting updates itself
Recovery, WIP and due-diligence status refresh as connected data changes, not once a month at close.
Always currentThe same handling standard across every connection
Whichever software sits on the other end, the rules for how client data is handled stay the same.
OAuth and scoped permissions
FigsFlow never sees or stores your software password, and each connection requests only the data its module uses.
Least privilegeEncrypted in transit and at rest
Connected records are encrypted on the way in and while stored. See the security page for the current detail.
SecurityDisconnect anytime
Removing a connection stops the sync immediately. Nothing already recorded is deleted.
Your choiceCounts describe how the integrations are built, not a performance claim.
Where connected data shows up
A connection is only worth having if the data appears where the work happens. These are the modules it feeds.
Mail, calendar and documents in your own tenant.
See Microsoft 365 integration → API and webhooksFor the connections that are not on this page.
See API and webhooks → Reporting and analyticsRecovery and WIP from connected ledger data.
See reporting and analytics → Timesheets and billingInvoices and payments on the same record.
See timesheets and billing → AI assistant CRA filing deadlines FINTRAC client due diligence Audit trail and evidence CRM and pipeline Documents in SharePoint Security and data Engagement letters Canadian tax calendar Bookkeeping and CAS Onboarding suite Practice dashboard Pricing and quoting Proposals Team and capacity Workflow templates Jobs, tasks and deadlines Email Client portal Forms and requests Tax firms The whole platformWhat firms ask before they connect
Do we have to move our accounts into FigsFlow?
Do we need a developer to connect an app?
Does FigsFlow connect to the CRA?
Is there a connector for TaxCycle or Taxprep?
How is our data protected?
Can we disconnect an integration?
Where do our documents live?
What if the app we use is not listed?
Do not see your software?
We prioritize new integrations from what firms actually ask for. Tell us what you use, or build the connection yourself with the API.
Integration availability is confirmed during onboarding.