What ERPSync Connects
Your ledger, your documents, your spreadsheets, and your AI tools — one governed platform, plus custom integrations for everything else.
Seamless Connectivity
Our integration approach focuses on creating seamless connections between your accounting system and other business tools, eliminating manual data entry and reducing errors.
Bidirectional Data Flow
Information flows both ways between your accounting system and integrated applications.
Real-time Updates
Changes in one system are reflected in others almost immediately.
Custom Business Logic
We build integrations that incorporate your specific business rules and workflows.
Integration Architecture
Our modular integration architecture allows for quick setup and easy maintenance of connections between your business systems.
Accounting Systems
ERPSync natively syncs QuickBooks Online and NetSuite into a governed warehouse that reconciles to the ledger account by account. Other platforms connect through custom integrations.
QuickBooks Online
Native ERPSync sync — full history plus incremental updates
NetSuite
Native ERPSync sync with account-level GL reconciliation
QuickBooks Desktop
Custom integration via Web Connector
Xero & Sage
Available through custom integration work
AI Agents & Assistants
ERPSync exposes your books, documents, and reports to AI agents through a permissioned MCP server — every call scoped to the user and logged.
Claude
Full MCP access to financials, documents, and workflows
ChatGPT
Agent access via the same permissioned tool layer
Claude for Excel
AI builds and refreshes ERPSYNC reports in the grid
ContxOS
Durable agent memory and runnable accounting workflows
Documents & Files
Connect where your documents already live. ERPSync reads them with word-level OCR, indexes them for hybrid search, and links them to transactions.
Google Drive
Document ingestion, OCR, and search
Microsoft 365 / SharePoint
Files and Office documents, rendered and indexed
Invoices and statements captured from the inbox
Excel (ERPSYNC Add-in)
Live custom functions over your synced books
Databases & Storage
Connect your data sources for powerful analytics and reporting capabilities.
Supabase
Open-source Firebase alternative
Airtable
Flexible database and spreadsheet hybrid
Google Sheets
Cloud-based spreadsheet solution
BigQuery
Google cloud data warehouse
Snowflake
Nightly data-hub delivery for Power BI & Tableau
Automation & Workflow
While we specialize in full custom integrations, we can also help businesses that haven't outgrown tools like Zapier and Make.com by creating more efficient and robust workflows.
Zapier
Enhanced Zapier workflow optimization
Make.com
Advanced Make.com scenario design
Slack
Communication and notifications
Gmail
Email automation and integration
Ecommerce & Payments
Integrate your online store and payment systems with your accounting.
Shopify
Ecommerce platform integration
Stripe
Payment processing
Gusto
Payroll and HR integration
Plaid
Financial account connectivity
Custom Solutions
We can build custom integrations for virtually any system.
Custom APIs
Custom API development
Webhooks
Event-based integrations
ETL Pipelines
Extract, transform, load data
Custom Dashboards
Tailored data visualization
Need a custom integration?
Our team can build custom integrations to connect your accounting system with any platform or service your business uses.