Integrations

Connects to the tools
your firm already uses.

6 native integrations. REST API and webhooks for everything else. Data flows in both directions without manual exports.

Request Access
💼
QuickBooks Online
Bidirectional syncAccounting

Pull client transactions, bills, and invoices into Accute workflows. Write-back journal entries and engagement outputs automatically after review.

Read transactions, accounts, contacts, invoices
Write-back journal entries post-review
Real-time sync via webhooks
Multi-entity QuickBooks support
Available on: Essential (read-only) — Pro and above (full)
📊
Xero
Bidirectional syncAccounting

Full Xero read/write integration covering accounts, bills, bank transactions, contacts, and payroll data for use in AI-assisted workflows.

Accounts, bills, invoices, contacts
Bank feed import for reconciliation workflows
Payroll data for advisory workflows
Automatic sync on workflow trigger
Available on: Essential (read-only) — Pro and above (full)
✍️
DocuSign
E-signatureE-signature

Send engagement letters, tax authority authorizations, and client agreements for e-signature directly from an Accute workflow step. Auto-complete when signed.

Send envelopes from workflow steps
Workflow auto-continues on completion
Signed document stored in document vault
Status visible in engagement timeline
Available on: Pro and above
💬
Slack
Notifications + approvalsCollaboration

Receive workflow status updates, SLA alerts, and approval requests directly in Slack channels. Approve or reject tasks without leaving Slack.

Per-channel workflow notifications
Approval requests with inline actions
SLA and deadline alerts
Assignment notifications to individuals
Available on: Pro and above
🔵
Microsoft Teams
Notifications + approvalsCollaboration

Same workflow awareness as Slack, delivered to Microsoft Teams channels. Works with Teams-only firms at no extra cost.

Teams channel and 1:1 notifications
Approval cards with action buttons
Configurable per workflow template
Supports Teams-only and hybrid firms
Available on: Pro and above
⚡
Zapier
6,000+ app connectorsAutomation

Use Zapier to connect Accute to any tool not in the native integration list. Trigger workflows from external events, pipe outputs to CRMs, spreadsheets, or reporting tools.

Trigger Accute workflows from Zapier
Send workflow events out to any Zapier app
Use with Salesforce, HubSpot, Google Sheets, etc.
No-code setup in minutes
Available on: Pro and above
Developer-first

REST API and webhooks

Build your own integrations on top of Accute. Available on Pro and above.

REST API

Full programmatic access to workflows, clients, documents, and assignments. OpenAPI spec available.

Webhooks

Subscribe to workflow events — step completed, SLA breached, document uploaded — and push to any endpoint.

Bi-directional sync

Pull from and push to your source systems. Data flows stay fresh without manual exports.

HMAC verification

All webhook payloads are signed with HMAC-SHA256. Verify authenticity on your receiver before processing.

Connect your stack in hours

Request access and our team will help you configure every integration for your firm.

Request Access