FinzAI — home

Connected to the tools your practice already relies on

FinzAI's integrations are built for accounting practices — per-company connections, your account mapping, your control.

Integrations

Live today

Connect FinzAI to the accounting and document channels your practice uses today.

LiveQuickBooks Online

QuickBooks Online

OAuth-connected integration with per-company account mapping. Push approved documents from FinzAI directly to QuickBooks Online. View push history and sync status per document.

  • OAuth connect/disconnect per company
  • Per-company account mapping
  • Push approved documents to QBO
  • Push history and status per document
LiveXero

Xero

Xero OAuth integration with account mapping. Push approved documents, view push history, and handle Xero rate limits gracefully — all from the document detail view.

  • OAuth connect/disconnect per company
  • Per-company account mapping
  • Push to Xero with rate-limit handling
  • Push history per document
LiveCompanies House

Companies House

Look up any UK company by registration number directly inside FinzAI. View company profile, officers, filing history and upcoming filing deadlines — without leaving the platform.

  • Company profile and registered address
  • Officers and persons of significant control
  • Filing history
  • Upcoming filing deadlines widget
LiveVT Transaction+

VT Transaction+

Export Ready-to-Sync documents as a VT Transaction+ compatible ZIP file for practices using legacy workflows alongside FinzAI.

  • One-click ZIP export of erp_staged documents
  • Compatible with VT Transaction+ import
  • Role-gated — available to Partners, Managers and Staff
LiveEmail Ingestion — SES & IMAP

Email Ingestion — SES & IMAP

Connect a dedicated inbound email address (SES or IMAP). Documents sent to that address are automatically ingested into the correct client's pipeline without manual upload.

  • SES and IMAP inbound email supported
  • Configurable routing rules by sender or subject
  • Activity feed — every ingested message and its status
  • Role-gated management
LiveMicrosoft 365 OAuth

Microsoft 365 OAuth

Microsoft 365 mailboxes are supported on the IMAP email ingestion channel via OAuth — no app passwords required for M365 users.

  • Microsoft OAuth2 authentication
  • Compatible with Microsoft 365 and Exchange Online
  • Works alongside SES and standard IMAP

Planned integrations

On our roadmap

The following integrations are in development. They are not currently available in FinzAI. This page will be updated when they are released.

On our roadmap

Sage Accounting

FinzAI will push approved documents to Sage, with the same account mapping that is available today for QuickBooks and Xero.

On our roadmap

FreeAgent

We will add a FreeAgent connection for practices whose clients use FreeAgent as their accounting software.

On our roadmap

MTD for Income Tax (HMRC)

We will offer HMRC-recognised MTD IT software for sole trader and landlord clients — quarterly submissions under Making Tax Digital for Income Tax.

On our roadmap

Mobile capture app

We will release a dedicated iOS and Android app for capturing receipts and invoices on the go.

Connect FinzAI to your accounting software

See the QuickBooks and Xero integrations live.

Frequently asked questions

Per company. Each client company connects independently to its own QuickBooks Online or Xero account. This means different clients can use different accounting software, and connections are isolated from each other.

When you push a document to QuickBooks or Xero, FinzAI maps each line item's category to a specific account in that client's chart of accounts. You configure this mapping once per company — FinzAI remembers it for future pushes.

Yes. Companies House is an independent integration. You can look up company information, view filing deadlines and register a company number without connecting an accounting software integration.

We are actively developing additional integrations. See the roadmap page for current status. To be notified when a new integration launches, leave your details on the Book a demo page.