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Integrations

Connect the tools your business already runs on and let data flow into DayZero instead of being keyed by hand. Bank feeds (Plaid), invoicing and payments (Stripe), point of sale (Square), e-commerce (Shopify), corporate cards (Ramp), ad spend (Meta Ads), history transfer from QuickBooks or Xero, Slack notifications, and outside tool servers each show live status so you always know what is syncing.

Key capabilities

  • Financial Institutions (Plaid) — bank and card connection with automatic transaction sync, balance tracking, and multiple banks
  • Invoicing (Stripe) — send invoices and accept online payments, with payments and payouts reconciled automatically
  • Square — point-of-sale payments, orders, catalog and inventory, and daily sales summaries with tender, tip, tax, and payout reconciliation
  • Shopify — orders, products, payouts, and refunds posted as sales and payout entries
  • Ramp — corporate-card transactions, reimbursements, bills, transfers, cashbacks, and statements
  • Meta Ads — daily Facebook and Instagram ad spend by account, campaign, and day, to compare with card charges
  • QuickBooks and Xero — one-pass transfer of your chart of accounts, contacts, transactions, and history, with a verification report
  • Slack — real-time notifications with presets for finance, operations, and client messages
  • Outside tool servers — connect a compatible server so Regent can use its tools; changes always ask for approval
  • Status on every card (Connected, Needs attention, or Available) with last-sync details, and a Needs attention group at the top
  • Search, category filters, and a dedicated full page for each connected integration
  • Advisory firms control which integrations their clients see

How it works

Each integration authorizes with its provider, then brings data into DayZero as transactions, journal entries, and reconciliations. Cards that need attention rise to the top of the page.

flowchart LR
  plaid["Plaid"] --> dz["DayZero"]
  stripe["Stripe"] --> dz
  square["Square"] --> dz
  shopify["Shopify"] --> dz
  ramp["Ramp / Meta Ads"] --> dz
  migrate["QuickBooks / Xero"] --> dz
  dz --> books["Transactions, entries, reconciliations"]
  dz --> slack["Slack notifications"]

How to use it

  1. Go to Integrations and pick the service to connect, or search by name or category.
  2. Complete its sign-in: Stripe, Square, Meta Ads, Xero, and QuickBooks redirect to the provider; Plaid opens its guided link flow (or emails a secure link to whoever holds the bank login); Shopify asks for your store domain; Ramp asks for a Client ID and Secret; Slack asks for an incoming webhook URL.
  3. Check the status on the card after connecting; it shows whether the integration is healthy and when it last synced.
  4. Configure it where offered: Ramp sync filters and schedule, Shopify posting mode, Meta Ads pull window, or the entities and date range for a QuickBooks or Xero transfer.
  5. Data flows in automatically; large imports run in the background.
  6. To disconnect, confirm. Destructive disconnects show a preview of the affected data first.

Pro tips

  • Connect your bank first; most bookkeeping starts from the bank feed.
  • For Shopify, Per payout posting is recommended because each entry matches one bank deposit.
  • Use Ramp sync filters to limit by cards, users, or departments, and Repair sync if items are missing entries.
  • After a QuickBooks or Xero transfer, finish the verification step to confirm balances match the source.
  • Pick a Slack preset (All, Finance & billing, Operations & sync, Client comms) so the right channel hears about the right events.

In-depth guide

Provider notes

Plaid. Click Add connection, then Connect now or email a secure link. Choose which accounts to link and which ledger each feeds. Reauthorize a connection when the bank asks, or Reauthorize all. Show pending transactions previews unsettled authorizations as read-only. Removing a connection previews the affected transactions and entries first, and is refused while its ledgers hold manual journal entries or entries in a closed period.

If you connect the same bank twice, an account already linked shows under the second connection as Linked through your other connection. Choose Move here to sync it through the second connection from then on; the ledger and its history stay, and nothing already in your books is imported again.

One bank, two businesses. A connection belongs to one business and is never moved between businesses. When two businesses share a bank login, open the second business, choose Add connection, sign in to the same bank, and select the accounts that belong there. The same account may be linked in two businesses; only a second link inside one business is refused. Until a business has its own link, statements can be uploaded into its bank ledgers.

Stripe. Use Complete setup if the card shows Setup incomplete, and Open Stripe dashboard to manage the account. Payouts are pulled every day at 03:00 UTC and after every bank sync, so one whose notification never arrived still lands. Each is stored with gross, fee, net, and the invoices it paid, and the matching bank deposit is tagged with them. A payout with no deposit a day after arrival is held and retried on each sync; if its deposit landed in another business of the same firm that has no Stripe account, it is matched there (automatic when the firm has exactly one such business). You can also ask Regent to sync payouts on demand or to list held payouts; developers can do the same over the API (see the Stripe API guide).

Square. Sync pulls recent payments, Sync catalog refreshes items and stock levels, and the daily sales view shows what was posted.

Shopify. Enter your store domain (or install the DayZero Shopify app) and click Connect. Posting mode is Daily summary (one sales entry per day plus one per payout) or Per payout (one entry per Shopify payout, recommended). The older per-order mode is no longer selectable. Set a Start posting from date, and a daily catalog sync time and time zone. Sync now imports new orders, payouts, and refunds. Disconnect lets you keep the connection only, clear synced entries, or fully reverse posted activity.

Ramp. Choose what to sync (card transactions, all cleared transactions, reimbursements, bills, transfers, cashbacks, bill payments, statements), auto-sync every 4, 6, 12, or 24 hours, and a date range. Update credentials rotates the Client ID and Secret without losing settings.

QuickBooks and Xero. A guided wizard walks through Configure, Review, Running, Verify, and Complete. Xero supports switching between organizations. Both support selectable record types and date ranges, and report coverage so you can confirm the cutover.

Meta Ads. Spend pulls automatically each day with a re-pull window (3 to 28 days) and history for new accounts (30 days to 2 years). Meta access expires after about 60 days, so sign in again when the card asks.

Slack. Each channel uses an incoming webhook URL. Advisory firms can set a firm-level webhook across all clients and control which integrations clients see.

Outside tool servers. Owners and admins click Connect a server, enter a name and address, and sign in with the provider, add an API key, or connect without sign-in. The connection is shared with the whole business. See Connect AI Assistants for the details.

HubSpot and Finch payroll connections exist in the product but are not offered in the Integrations catalog today.