Integrations
Your systems stay the source. The audit graph stays ours.
Every import records who authorised it, what arrived, its row counts and content hash — because a connector that cannot prove what it pulled is just a faster way to import an unproven population. Statuses below follow our standing rule: built means shipped and testable today; anything else says so.
Accounting & ERP connectors
Live API connectors with client-authorised, read-only access. Every pull lands as a hashed, row-counted batch before anything downstream is allowed to consume it.
| System | Method | Status |
|---|---|---|
| QuickBooks Online | OAuth 2.0 API — GL, chart of accounts, vendor & customer masters | Built |
| Xero | OAuth API connector | Built |
| NetSuite | API connector | Built |
| Sage Intacct | API connector | Built |
| Microsoft Dynamics 365 BC | API connector | Built |
| Oracle Fusion | API connector | Built |
| SAP | API connector + direct-extract path | Built |
| Any system | Structured CSV/XLSX import with schema mapping, corruption detection and reconciliation | Built |
| Bank feeds / open banking | Direct bank-data connectivity | Planned |
Identity & enterprise access
SSO — SAML 2.0 & OIDC
Microsoft Entra, Okta and OneLogin patterns supported. Your identity provider stays the source of truth, and we read its MFA assertion rather than trusting a checkbox.
SCIM provisioning
User lifecycle provisioning from your directory. Scoped deliberately: users today, with the honest limits documented rather than hidden.
MFA
TOTP multi-factor for privileged roles, enforced in the product — not just recommended in a policy document.
Working surfaces
Excel
Trial-balance import, findings and ledger export, and an add-in surface — because pretending auditors will abandon Excel is how vendors lose to it.
Power BI & Tableau
Read endpoints for firm reporting, so portfolio analytics can live in the BI stack you already run.
E-signature
DocuSign integration for confirmation workflows today; broader document signing is scoped against jurisdiction-specific validity rules.
Webhooks & API
HMAC-signed webhook subscriptions with delivery logs, scoped API keys issued under step-up authentication, and a GraphQL surface for structured reads.
Regulatory data
SEC EDGAR ingestion for issuer context, and a standards-watch pipeline that monitors six regulator feeds for amendments.
Confirmation networks
Deliberately integrate-first: the respondent-trust network is a business of its own. Our confirmation workflow is built; the external network integration is an adapter away, and we say that plainly rather than shipping a mock and calling it a network.
No lock-in, stated as a design rule
Engagements export as signed, hash-manifested evidence packs with an offline verifier — readable without us. If we ever make leaving hard, we have broken our own product thesis.