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Help center

Everything you need to run a clean, review-first sync.

Connect Shopify, Stripe, QuickBooks, and Xero, generate previews, review exceptions, and keep sandbox or demo posting under control.

Preview-first workflowSandbox and demo onlyReviewer-friendly docs

Quick start

From signup to first synced payout.

1

Create your workspace and invite your accountant

2

Connect a commerce source (Shopify or Stripe)

3

Connect your accounting destination

4

Run your first sync preview and review the queue

5

Approve and post — sandbox first, live when ready

Getting started

Start here if you are connecting the app for the first time.

Connections

Provider-specific setup notes for Shopify, Stripe, QuickBooks, and Xero.

Workflows

Preview, approvals, mappings, and payout reconciliation guidance.

Operations

Operational guidance for schedules, webhooks, billing, security, and troubleshooting.

Stuck on OAuth, imports, or mappings?

Support is the fastest next step when setup is blocked — include your workspace name and we will trace it.