Integration with accounting software for real-time updates

Purpose

1.1. Enable automatic, real-time synchronization of financial transactions (invoices, payments, expenses) between antenna service operations and accounting platforms.
1.2. Eliminate manual dual-entry, reduce reconciliation effort, and achieve immediate visibility on cashflow, outstanding receivables, and financial compliance.
1.3. Support automated alerts, ledger updates, and integrated reporting tailored for rigging & installation of aerial systems, ensuring transparency and auditability for finance teams and leadership.

Trigger Conditions

2.1. New invoice generated in project management or CRM system.
2.2. Payment received or updated in payment gateway or POS.
2.3. Expense logged or approved by technician/staff.
2.4. Refunds or credit notes issued for service jobs.
2.5. Month-end closing event for batch data push.

Platform Variants

3.1. QuickBooks Online
• API: /v3/company//invoice (Create/Update Invoice)
• Sample: Configure OAuth app, enable webhook listener for invoices.

3.2. Xero
• API: POST /api.xro/2.0/Invoices
• Sample: Use Xero OAuth2 for connection, auto-push new invoices; enable ‘tracking’ for antenna installation categories.

3.3. Sage Business Cloud
• Feature: SalesInvoices API endpoint
• Sample: Map antenna project codes to Nominal Codes on Sales Invoice creation event.

3.4. FreshBooks
• API: POST /accounting/account//invoices/invoices
• Sample: Configure API key, real-time invoice sync, field mapping for job types.

3.5. Zoho Books
• API: /invoices (Create/Update)
• Sample: Set webhook on invoice state change; configure API key and org id.

3.6. Wave
• API: mutation { invoiceCreate(input: {…}) } (GraphQL)
• Sample: Use GraphQL client, connect triggered payment data.

3.7. MYOB
• Endpoint: POST /v2/Accountright/{CompanyFile}/Sale/Invoice/Service
• Sample: Use MYOB API key and Subscription credentials for push.

3.8. NetSuite
• Restlet: /rest/record/v1/invoice
• Sample: Configure user token, script push for real-time update.

3.9. Intuit QuickBooks Desktop (via Web Connector)
• Setting: QBWC XML request handler
• Sample: Trigger XML post on new finance record.

3.10. Microsoft Dynamics 365 Business Central
• API: POST /financials/companies({id})/salesInvoices
• Sample: Register app, use OAuth2, call on invoice creation.

3.11. Odoo
• API: /jsonrpc (object: account.invoice)
• Sample: Configure post-call on invoice creation for aerial systems.

3.12. SAP Business One
• B1 Service Layer: POST /Invoices
• Sample: Connect using company DB credentials; set workflow triggers.

3.13. KashFlow
• API: /invoices (Add Invoice)
• Sample: Set up basic auth and webhooks on new invoices.

3.14. FreeAgent
• Endpoint: /v2/invoices
• Sample: Use OAuth2, auto-push new project-specific invoices.

3.15. Gusto (for contractor payments)
• API: /v1/payments
• Sample: Map job codes, push payment data on approval.

3.16. Bill.com
• Endpoint: /api/v2/invoices
• Sample: Webhook from service management system to Bill.com API.

3.17. Kashoo
• API: /v2.1/invoices
• Sample: Connect API keys; configure web app trigger.

3.18. Patriot Software
• API: /invoices
• Sample: Use API credentials, set field-mapping for rigging jobs.

3.19. Reckon One
• Endpoint: /invoices
• Sample: Integrate via REST API key, automate sync.

3.20. Clear Books
• API: /invoices/create
• Sample: Use OAuth connection, set service code mapping.

3.21. AccountEdge
• Feature: API POST to Sales endpoint
• Sample: Webhook event listener on invoice creation.

Benefits

4.1. Accelerates financial accuracy and eliminates human entry errors.
4.2. Enables live reporting for site operations, finance, and executive teams.
4.3. Reduces time to reconciliation and flags exceptions immediately.
4.4. Improves compliance with audit trails and historical logs.
4.5. Supports scale by handling higher volume without extra staff.
4.6. Enhances client trust via reliable, up-to-date billing and payment records.