Integrations
Connect the tools your firm already runs
Microsoft 365, your clients’ ledgers, payments and receipts land on the same client record your team works from. No second spreadsheet to reconcile and nothing typed twice.
- Scoped OAuth access
- Disconnect anytime
Connected apps
Last sync 2 min ago
- Microsoft 365Mail and documentsConnected
- QuickBooks OnlineLedgerSyncing
- StripePaymentsConnected
- Needs attentionReconnect a payment account1
Illustrative account. Available integrations are confirmed during onboarding.
How it works
From login to live record in minutes.
There is no migration. Your data stays in the system it lives in, and FigsFlow reads only what the work needs.
Connect your account
Sign in to the app from Settings. FigsFlow asks only for the permissions its module actually uses.
It lands on one client record
Balances, invoices, mail and documents sit on the record your team already works from, next to the jobs.
Reporting updates itself
Realization, WIP and job status refresh as connected data changes, not once a month at close.
By category
One client record for every connection.
Whichever software sits on the other end, client data is handled by the same rules.
- Microsoft 365: Outlook, calendar, Teams and SharePoint, in your own tenant
- Ledgers: QuickBooks Online, Xero and Sage, read only for what jobs and billing need
- Payments: Stripe card payments reconciled against the invoice
- Receipt capture, plus e-signature built into the platform
- API and webhooks for anything not on this list
Security on every connection
Same standard, every app
- OAuth sign-inWe never see your passwordYes
- Least privilegeOnly what the module usesYes
- EncryptedIn transit and at restYes
- DisconnectSync stops immediatelyAnytime
Where connected data shows up
A connection only matters where the work happens.
FigsFlow does not e-file with the IRS or state agencies. Filing stays in your tax software, and FigsFlow tracks the deadline and the work around it.
- API and webhooks
Build the connection yourself for tools that are not listed here.
- Reporting and analytics
Realization and WIP from connected ledger and billing data.
- Time and billing
Invoices and payments on the same record as the job.
Don’t see your software?
We prioritize new integrations based on what firms ask for. Tell us what you use, or build the connection yourself with the API.
Start Smarter. Grow Faster.
From proposals to pricing, streamline every step with automation designed particularly for accountants, bookkeepers and tax advisers.