Automation & Integration
Connect your tools and automate workflows with no code required.
Zapier is the glue that connects your tools together. When two applications do not have a native integration, Zapier can usually bridge the gap. It works on a simple trigger-action model: when something happens in one app, do something in another.
For accounting firms, common use cases include: automatically creating Karbon tasks when a new client signs up in Ignition, sending Slack notifications when a Xero invoice is overdue, or copying data between your CRM and practice management tool.
The free tier is surprisingly generous for getting started, and the no-code interface means anyone on your team can build simple automations.
Best for
Quick automations between tools that do not natively integrate
Free tier with 100 tasks/month. Paid plans from $29.99/month for 750 tasks.
Every accounting firm should have a Zapier account. Start with the free tier, identify your most painful manual data transfer tasks, and automate them. The time savings compound quickly.
Try ZapierBook a free discovery call and we will recommend the best setup for your firm.
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