Integrations
Confirmed for your approved setup.
Integration and export availability depends on eligibility, verification, technical support and the written client agreement. No named third-party integration is promised by this page.
Accounting records
The available export or integration route is confirmed for an eligible client during setup.
- Approved export format
- Agreed record fields
- Client or adviser review
Banking
Payment handling depends on the approved banking arrangement, verification checks and provider availability.
- Approved banking provider
- Account verification
- Payment reconciliation
Customer information
Any customer-information check must have an approved purpose, source and written service scope.
- Approved data source
- Purpose limitation
- Review and escalation
Identity & compliance
Verification requirements and any third-party provider are disclosed and confirmed for the applicable onboarding route.
- Identity evidence
- Business verification
- Risk-based review
“I don’t use accounting software.” That’s fine too.
Tell us what records your adviser needs. Any viewer access, export format and delivery process will be confirmed in the approved setup and remain subject to access controls.