Question 1

What accounting software integrations are supported?

Accepted Answer

We provide native integrations with all major accounting platforms including QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, Sage Intacct, Sage 50, FreshBooks, and Wave. For enterprise ERPs, we support SAP, Oracle, and Microsoft Dynamics through our API connection layer. Each integration is purpose-built to extract the specific data needed for financial analysis: chart of accounts, general ledger transactions, accounts receivable, accounts payable, payroll entries, and bank reconciliation data. QuickBooks integrations typically complete within 30 minutes, while more complex ERP connections may take 1-2 days to configure properly. Once connected, data syncs automatically—you never need to export reports or manually transfer information again.

Question 2

How do banking integrations work and which banks are supported?

Accepted Answer

Our banking integrations provide direct, secure connections to over 10,000 financial institutions in the United States including all major national banks, regional banks, and credit unions. We use the same aggregation technology that powers major fintech applications like Mint and Personal Capital. Connections are established using your online banking credentials through a secure OAuth flow—we never store your banking passwords. Once connected, transaction data flows automatically into our platform, typically within a few hours of transactions posting to your account. You get real-time visibility into cash positions across all accounts, with transactions automatically categorized and reconciled against your accounting records. Multi-entity businesses can connect unlimited accounts across multiple banks.

Question 3

What payroll system integrations do you support?

Accepted Answer

We integrate with leading payroll providers including Gusto, ADP (Workforce Now and Run), Paychex, Paylocity, Paycom, and others. Payroll integrations enable powerful workforce analytics and cash flow forecasting by providing detailed visibility into compensation costs, tax obligations, benefits expenses, and payment timing. The integration pulls employee headcount, compensation breakdowns by department or location, payroll tax liabilities, benefits costs, and payment schedules. This data feeds directly into our cash flow forecasting models, ensuring payroll obligations are accurately reflected in projections. For businesses with variable workforce costs—like construction companies with project-based labor—payroll integration is essential for accurate job costing and cash management.

Question 4

Can you integrate with industry-specific software we use?

Accepted Answer

Yes, we regularly work with industry-specific systems that contain critical financial data. For construction, we integrate with Procore, Buildertrend, and CoConstruct for job costing and project management data. Healthcare practices can connect Practice Fusion, Kareo, and other practice management systems. Professional services firms integrate time tracking from Harvest, Toggl, or BigTime. E-commerce businesses connect Shopify, WooCommerce, and Amazon seller accounts. For systems without native integrations, we offer flexible import options: scheduled CSV uploads, Excel file imports, or custom API connections for enterprise clients. Our team works with you to identify the data sources most valuable for your financial analysis and determine the optimal integration approach for each.

Question 5

Is my data secure when connecting these systems?

Accepted Answer

Security is foundational to our integration architecture. All connections use OAuth 2.0 authentication where available, meaning we receive authorization tokens rather than storing your actual credentials. Data in transit is encrypted using TLS 1.3, and data at rest uses AES-256 encryption. We request only the minimum permissions necessary—typically read-only access—and never have the ability to modify data in your source systems. Our integration infrastructure runs in SOC 2 Type II certified data centers with comprehensive audit logging of all data access. For banking integrations specifically, we partner with established aggregation providers who maintain PCI DSS compliance and undergo regular security assessments. You can revoke integration access at any time through our platform or directly through the connected service.

Question 6

How long does it take to set up integrations?

Accepted Answer

Most integrations can be completed in under 24 hours, with many taking just minutes. Cloud accounting platforms like QuickBooks Online and Xero typically connect in 5-10 minutes through a simple OAuth authorization flow, with historical data available within an hour. Banking integrations usually take 15-30 minutes to establish and begin receiving transaction data within a few hours. Payroll integrations require 30-60 minutes depending on provider complexity. The longest setup times are for on-premise systems like QuickBooks Desktop, which may require installing a sync agent, or enterprise ERPs that need IT involvement for API configuration. We provide a dedicated onboarding specialist who guides you through each integration, handles technical configuration, and ensures data is flowing correctly before considering setup complete.

Question 7

What happens if an integration breaks or stops syncing?

Accepted Answer

Our platform includes comprehensive integration health monitoring that immediately detects sync failures, authentication issues, or data quality problems. When an issue occurs, you receive an alert through your configured notification channels explaining the problem and recommended resolution steps. Common issues like expired authentication tokens can often be resolved with a simple re-authorization click. For more complex problems, our support team is automatically notified and begins investigation. We maintain detailed sync logs showing exactly when data was last successfully pulled from each source, so you always know the freshness of your data. Critical integrations like banking and accounting have automatic retry logic that resolves many transient issues without intervention. Our average integration uptime exceeds 99.5%, and most issues are resolved within 4 hours of detection.

Question 8

Can I import data manually instead of connecting systems?

Accepted Answer

Absolutely. We support flexible manual import options for businesses that prefer not to establish direct integrations or have data in systems without native connectivity. You can upload QuickBooks P&L and Balance Sheet reports, bank statements in CSV or OFX format, AR aging reports, payroll summaries, and other financial documents directly through our platform. The system includes intelligent parsing that automatically maps common report formats to our data model—no manual column mapping required for standard QuickBooks exports. For recurring imports, you can save templates that remember your configuration. Some clients use a hybrid approach: automatic integrations for their accounting system combined with monthly CSV uploads for specialized reports. Our onboarding team helps determine the right combination of automated and manual data collection for your specific situation.

We Connect to Your Systems—Not the Other Way Around

The Problem We Solve

How SynKlarity Solves This

What We Connect To

Accounting Software

Banking & Payments

Payroll Systems

Industry-Specific

Key Benefits

No More CSV Exports

Real-Time Accuracy

Read-Only Safety

Works With What You Have

Bank-Grade Security

Automatic Reconciliation

Features

Accounting Software

Banking Connections

Payroll Systems

CRM & Billing

Industry Tools

Manual Import

Frequently Asked Questions

What accounting software integrations are supported?

How do banking integrations work and which banks are supported?

What payroll system integrations do you support?

Can you integrate with industry-specific software we use?

Is my data secure when connecting these systems?

How long does it take to set up integrations?

What happens if an integration breaks or stops syncing?

Can I import data manually instead of connecting systems?

Explore More SynKlarity Features

Financial Dashboard

Smart Reporting

Enterprise Security

Ready to Experience Integrations?