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), e-commerce (Shopify), corporate cards (Ramp), prior-accounting migration (Xero and QuickBooks), and notifications (Slack) all land as transactions, journal entries, and reconciliations on your books. Each connects with the right auth method — OAuth, credentials, a webhook URL, or a guided link flow — and shows a live status so you always know what's syncing. Square and HubSpot are coming soon.

Key capabilities

• Plaid — bank/card connection with automatic transaction sync, multi-bank support, and balance tracking (webhook-driven with a periodic fallback)
• Stripe — invoicing and online payments over OAuth, with automatic payment reconciliation
• Shopify — orders, products, and payouts synced into revenue-recognition, COGS/inventory, and payout-reconciliation entries
• Ramp — corporate-card transactions, reimbursements, bills, transfers, and cashbacks synced into expense entries
• Xero — OAuth connection that syncs accounts, contacts, invoices, and journals as a migration foundation
• QuickBooks — OAuth migration that imports the chart of accounts, customers, vendors, items, and history with an opening-balance entry
• Slack — real-time notifications via webhook with per-category preferences
• Per-integration sync status and health, with last-sync summaries
• Configurable sync (Ramp filters, Shopify posting mode, Xero/QuickBooks entity selection and date range)
• Migration QA reports (Xero and QuickBooks) comparing imported balances against the source
• Advisory firms can control which integrations are exposed to clients
• Safe disconnect with previews of the cleanup impact (e.g. Plaid, Shopify)

How it works

Each integration authorizes with its provider, then streams data into DayZero, where it is turned into transactions, journal entries, and reconciliations on your ledger.

flowchart LR
  plaid["Plaid (bank / card)"] --> dz["DayZero"]
  stripe["Stripe (invoicing / payments)"] --> dz
  shopify["Shopify (e-commerce)"] --> dz
  ramp["Ramp (corporate cards)"] --> dz
  xero["Xero / QuickBooks (migration)"] --> dz
  slack["Slack (notifications)"] --> dz
  dz --> books["Transactions, journal entries, reconciliations"]

How to use it

1. Go to Integrations (/integrations) and pick the service you want to connect.
2. Complete its auth: OAuth (Stripe, Xero, QuickBooks), a guided link flow (Plaid), a shop domain + OAuth (Shopify), API credentials (Ramp), or a webhook URL (Slack).
3. Check the status indicator on the card after connecting — it shows connected/attention and the last sync.
4. Configure sync where offered — choose Ramp's transaction filters, Shopify's posting mode, or the entities and date range for a Xero/QuickBooks import.
5. Data starts flowing automatically; Plaid syncs on a webhook with a fallback refresh, while Shopify and the migration tools run durable background jobs.
6. To disconnect, open the integration and confirm — destructive disconnects (Plaid, Shopify) show a preview of what will be affected first.

Pro tips

• Connect Plaid first — most bookkeeping starts from the bank feed, and transactions usually appear within minutes of posting.
• For Shopify, pick the posting mode that matches how you want revenue booked: per order, daily summary, or per payout.
• Use Ramp's sync configuration to scope exactly what comes over (transactions, reimbursements, bills, transfers, cashbacks) and by which cards or departments.
• Migrating from Xero or QuickBooks? Run the migration/QA report afterward to confirm imported balances match the source before you rely on the books.
• Set up Slack notifications with per-category preferences so the right channel hears about bank syncs, invoice payments, and workflow completions — without noise.

In-depth guide

Providers

Plaid bank sync

• Connect: a guided link flow (embedded or hosted) to connect institutions.
• Sync: automatic — primarily webhook-driven, with a periodic fallback refresh so nothing is missed.
• Tracking: per-account link status and last-sync summaries (e.g. transactions created/modified/removed).
• Disconnect: unlink flows preview their destructive impact (affected transactions, journal entries, ledgers) before you confirm.

Stripe invoicing & payments

• Connect: OAuth.
• Powers: sending invoices and accepting online payments.
• Reconciliation: incoming payments are matched against the corresponding invoices automatically.

Shopify e-commerce

• Connect: shop domain + OAuth; syncs orders, products, and payouts.
• Posting mode (configurable): per_order, daily_summary, or per_payout.
• Entries produced: revenue-recognition, COGS/inventory, and payout-reconciliation, through a dedicated subledger.
• Disconnect: tiered cleanup (connection-only, subledger purge, or full reversal) with a preview of the blast radius.

Ramp expenses

• Connect: API credentials; syncs corporate-card activity into expense entries.
• Scope: transactions, reimbursements, bills, transfers, cashbacks, statements.
• Filters: by specific cards, users, or departments.
• Schedule: optional automatic periodic sync.

Xero & QuickBooks migration

Both connect over OAuth to bring an existing book of records onto DayZero:

• Xero: syncs accounts, contacts, invoices, and journals, with selectable entities and a sync mode (full history, incremental, or custom range).
• QuickBooks: imports the chart of accounts, customers, vendors, items, and history, and lands an opening-balance journal entry.
• Verification: each provides a migration/coverage report comparing imported balances against the source so you can verify the cutover.

Slack notifications

• Connect: save an incoming-webhook URL per channel.
• Preferences (by category): workflow completions, financial alerts, bank-sync updates, invoice payments, client messages.
• Firm-level: advisory firms can configure a firm-level webhook that fans notifications out across every client.

Firm-level control

Advisory firms manage which integrations are exposed in the client portal via per-integration client-visibility settings, so clients see only the connections you intend them to.

Edge cases

• Square and HubSpot appear in the integrations list but are marked coming soon and can't be connected yet.
• Large Plaid connections (many accounts) link via an async background job; poll the connection until its sync status settles.
• Migration imports and Shopify purges run as durable background workflows — safe to start and walk away from.

Start free and connect your stack in minutes.