Integrations

Start with the data you already have.

Use QuickBooks Online or a CSV export. Add Gmail when you’re ready.

QuickBooks Online or CSV. Gmail is optional.

Your next follow-ups

$14,000 overdue

All overdue

Illustrative overdue invoice queue, as of October 4, 2026
Customer	Amount	Days overdue
Summit StudioINV-1042 · Sep 4, 2026	$6,800	30 days
Harbor ServicesINV-1037 · Sep 15, 2026	$4,200	19 days
Cedar & Co.INV-1031 · Sep 28, 2026	$3,000	6 days

Summit Studio$6,800

30 days overdue

Harbor Services$4,200

19 days overdue

Illustrative product preview · example data as of October 4, 2026

Planned for launch

Import customers and invoices, review what’s overdue, and prepare your next follow-up. Current QuickBooks access is on Scale and Advanced.

Manual imports. Customers and invoices. Your accounting source of record stays in QuickBooks.

Planned for launch

A complete starting path if you don’t use QuickBooks, and a fallback when you need one. Use an export from your accounting system.

Example CSV columns
Customer	Invoice	Due date	Open balance
Summit Studio	INV-1042	2026-09-04	6800.00
Harbor Services	INV-1037	2026-09-15	4200.00

Optional at launch

Start with invoice data without connecting Gmail. Add the email workflow when you want it; review the permission details before connecting.

Reviewed messages stay at the center of collection work. Exact connection permissions are shown when you connect.

Coming soon

An additional way to access the collections workflow. The Plugin Hub integration is in development.

Coming soon

More native accounting connections are planned. Start with CSV where a suitable export is available.

Coming soon

Join early access for the QuickBooks and CSV launch paths.