Every integration below is live in the product. Each card shows what the connection does and the steps to activate it.
Send invoices with a Stripe-backed pay link. When a client pays, the received payment, deposit, and bank register entry are all created automatically — revenue lands in the books without a separate import step.
Connect checking, savings, and card accounts through Plaid so transactions arrive as prepared work to review and reconcile. Categorization is review-first — a person approves each entry before it posts to the ledger.
Bring your chart of accounts, transaction history, and vendor list across from QuickBooks Online or QuickBooks Desktop through the FIRMA migration workspace. Professional and Enterprise plans include white-glove migration assistance; Starter includes self-service import.
Import transactions, a chart of accounts, or vendor records from any system that can export a spreadsheet. CSV import is available on all plans and works alongside the QuickBooks migration path for adjacent data sources like payroll exports or legacy GL systems.
Send agreements for signature and track them through to completion as part of the client lifecycle. The signed contract links to the client record, the associated proposal, and the client portal — so every engagement has a full paper trail in one place.
Enterprise plan includes full REST API access. Build custom integrations, push data from proprietary systems, or pull financial data into reporting tools outside FIRMA. The API covers entities, accounts, transactions, invoices, and client records.
Demo data only — no real financial information shown.
A paid invoice flows to a received payment, a deposit, and the bank register automatically. No manual entry between Stripe and the ledger.
Bank and card activity arrives as prepared work to review and reconcile. Transactions stay in a review queue until a person approves them — nothing posts silently.