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), CRM (HubSpot), payroll (Finch), prior-accounting transfer (Xero and QuickBooks), and notifications (Slack) land as transactions, journal entries, and reconciliations. Each integration shows live status so you always know what is syncing. Square is coming soon.

Key capabilities

• Plaid — bank/card connection with automatic transaction sync and balance tracking
• Stripe — invoicing and online payments with automatic payment reconciliation
• Shopify — orders, products, and payouts into revenue, COGS, and payout entries
• Ramp — corporate-card transactions, reimbursements, bills, transfers, and cashbacks
• Xero — accounts, contacts, invoices, and journals for history transfer
• QuickBooks — chart of accounts, customers, vendors, items, and history with opening balance
• HubSpot — contact sync and invoice-to-deal pipeline tracking
• Finch (Payroll) — employee directory and pay statements from 250+ providers
• Slack — real-time notifications 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)
• Transfer QA reports comparing imported balances against the source
• Advisory firms control which integrations clients see
• Safe disconnect with cleanup previews (Plaid, Shopify)

How it works

Each integration authorizes with its provider, then streams data into DayZero as transactions, journal entries, and reconciliations.

flowchart LR
  plaid["Plaid"] --> dz["DayZero"]
  stripe["Stripe"] --> dz
  shopify["Shopify"] --> dz
  ramp["Ramp"] --> dz
  xero["Xero / QuickBooks"] --> dz
  hubspot["HubSpot"] --> dz
  finch["Finch / Payroll"] --> dz
  slack["Slack"] --> dz
  dz --> books["Transactions, entries, reconciliations"]

How to use it

1. Go to Integrations and pick the service to connect.
2. Complete its auth: direct login (Stripe, Xero, QuickBooks), guided link flow (Plaid), shop domain + login (Shopify), credentials (Ramp), or webhook URL (Slack).
3. Check the status indicator after connecting — it shows connected/attention and last sync.
4. Configure sync where offered — Ramp filters, Shopify posting mode, or Xero/QuickBooks entity and date range.
5. Data flows automatically; large imports process in the background.
6. To disconnect, confirm — destructive disconnects show a preview of affected data first.

Pro tips

• Connect Plaid first — most bookkeeping starts from the bank feed.
• For Shopify, pick posting mode: per order, daily summary, or per payout.
• Use Ramp sync configuration to scope by cards, users, or departments.
• After Xero or QuickBooks transfer, run the verification report to confirm balances match the source.
• Set Slack per-category preferences so the right channel hears about syncs and payments without noise.

In-depth guide

Providers at a glance

Provider notes

Plaid syncs primarily via webhook with periodic fallback. Disconnect previews affected transactions and entries before you confirm.

Shopify posting mode options: per order, daily summary, or per payout. Disconnect lets you keep the connection only, clear synced entries, or fully reverse posted activity.

Xero and QuickBooks support selectable entities and date ranges, with transfer coverage reports to verify the cutover.

Slack uses an incoming-webhook URL per channel. Advisory firms can set a firm-level webhook across all clients. Firms also control client-portal visibility per integration.