Connecting Accounting Software

Accounting software holds your books. Connecting it gives your CFO agent accurate history without manual uploads.

Step 1: Pick your system of record

Choose the product where you close the books each month. That product should be the integration target.

Step 2: Connect in Integrations

Open Integrations, find your tool, and start the secure link. Sign in and approve read access.

Step 3: Map accounts if asked

Match core accounts like income, cost of goods sold, and operating expenses. Simple maps beat perfect maps on day one.

Step 4: Ask for a reconciliation check

Request a short check that totals look right versus what you expect from your bank and statements.

Step 5: Set a monthly close reminder

After you close the month, ask the CFO agent for a one-page summary you can keep.

What happens next

Your CFO agent can track trends and spot issues early with less work from you.