Finance Tool Integration with QuickBooks

Build a Real-Time Financial Intelligence System for Your Business

QBIS helps businesses build custom finance tools integrated with QuickBooks Online, credit cards via Plaid, and ERP systems through secure APIs. Our solution delivers real-time financial insights, automated data sync, and a unified finance dashboard—so you always know where your business stands.

What QBIS Will Build for You

QuickBooks Online Integration

We securely connect your finance tool with QuickBooks Online to sync:

• Chart of Accounts
• Transactions & Journals
• Invoices & Payments
• Balance Sheet, Income Statement & Cash Flow data

Credit Card & Bank Integration (Plaid)

QBIS integrates credit cards and bank accounts via Plaid, enabling:

• Real-time transaction sync
• Multi-card & multi-bank support
• Automated reconciliation-ready data

ERP System Integration (API-Based)

We integrate your ERP system via API with QuickBooks to ensure:

• Accurate field mapping between ERP & accounting
• Two-way or one-way data sync (as required)
• Clean, validated financial data flow

Real-Time Finance Dashboard

We build a live finance dashboard that provides:

• Balance Sheet overview
• Income Statement (P&L)
• Cash Flow analysis
• Up-to-date, decision-ready insights

Key Benefits

• Eliminate manual data entry
• Real-time financial visibility
• Accurate, audit-ready reporting
• Centralized financial intelligence
• Scalable and secure architecture

Why Choose QBIS

• Deep expertise in QuickBooks API integrations
• Proven experience with financial tools & ERP systems
• Secure and scalable integration architecture
• Custom-built workflows based on your business model

Get Started with QBIS

Looking to build a custom finance tool integrated with QuickBooks?

QBIS will design, build, and deploy a secure solution tailored to your needs.

Request a Demo | Talk to an Integration Expert

FAQs

Q1. Can QBIS integrate any ERP system with QuickBooks?

Yes. As long as the ERP provides API access, QBIS can integrate and map data securely.

Q2. Is Plaid integration secure?

Yes. We follow Plaid’s secure authentication and data-handling best practices.

Q3. Will data sync in real time?

Yes. We support real-time or scheduled sync based on your business needs.

Q4. Can you customize reports and dashboards?

Absolutely. Dashboards are fully customized to your KPIs and reporting requirements.

Q5. Do you support QuickBooks Online only?

This service focuses on QuickBooks Online. Desktop support can be evaluated separately.