Export of financial data to accounting systems

**Purpose**

1.1. Facilitate seamless, error-free export of financial data—estimates, invoices, payments—from air duct cleaning operations to widely-used accounting platforms.
1.2. Automate daily, weekly, or real-time transfer of all transaction records, including customer details and payment confirmations.
1.3. Support regulatory compliance, tax calculations, audit trails, and business performance analytics by timely syncing records between field operations and back-office finance systems.

**Trigger Conditions**

2.1. New invoice creation within field service or CRM software.
2.2. Payment confirmation or receipt issuance in invoicing platform.
2.3. Quote acceptance by customer or deal status update to "won."
2.4. Calendar or scheduled batch (e.g., nightly exports).
2.5. Manual push by finance administrator for ad-hoc reconciliations.

**Platform Variants**

3.1. **Xero**
- Feature/Setting: "Invoices API (POST /invoices)" — configure webhook on invoice creation to send JSON to Xero endpoint.

3.2. **QuickBooks Online**
- Feature/Setting: "Create Invoice API (POST /v3/company/{companyId}/invoice)" — connect field software webhook to QuickBooks API using OAuth.

3.3. **Sage Business Cloud**
- Feature/Setting: "API Invoices endpoint (POST /sales_invoices)" — set up job to format records as required and push to Sage.

3.4. **FreshBooks**
- Feature/Setting: "Invoices API (POST /invoices)" — trigger export upon payment or invoice finalization.

3.5. **Zoho Books**
- Feature/Setting: "Create Invoice (POST /invoices)" — enable webhook integration for auto-sync after service completion.

3.6. **Wave**
- Feature/Setting: "Invoice API (POST /businesses/{business_id}/invoices)" — schedule daily job for batch invoice export.

3.7. **NetSuite**
- Feature/Setting: "REST Web Services - Invoice Record (POST /record/v1/invoice)" — set up direct authenticated integration from service platform.

3.8. **SAP Business One**
- Feature/Setting: "Service Layer API (POST /Invoices)" — configure middleware to map duct cleaning job data to SAP fields.

3.9. **MYOB**
- Feature/Setting: "API endpoint (POST /sale/invoice)" — utilize automated triggers on payment received for data sync.

3.10. **Microsoft Dynamics 365**
- Feature/Setting: "Finance module API (POST /invoices)" — install connector to translate field records to transaction objects.

3.11. **Oracle NetSuite**
- Feature/Setting: "SuiteTalk Web Services (add Invoice)" — set up custom workflow to initiate sync upon new entry.

3.12. **Kashoo**
- Feature/Setting: "Invoices API (POST /invoices)" — automate invoice export from duct cleaning app to Kashoo account.

3.13. **FreeAgent**
- Feature/Setting: "API endpoint (POST /v2/invoices)" — define event triggers for automatic data export.

3.14. **Intacct**
- Feature/Setting: "Web Services—Create Invoice" — configure job completion event to call Intacct API.

3.15. **AccountsIQ**
- Feature/Setting: "API (POST /api/invoice)" — map quote and invoice data to AccountsIQ format.

3.16. **KashFlow**
- Feature/Setting: "Invoices API (POST /invoices)" — set up confirmation-based triggers.

3.17. **Invoice Ninja**
- Feature/Setting: "API (POST /v1/invoices)" — auto-forward via webhook from CRM.

3.18. **Odoo**
- Feature/Setting: "Odoo REST API—Invoice (POST /account.invoice)" — configure automatic export after invoicing.

3.19. **BQE Core**
- Feature/Setting: "API (POST /invoice)" — automate sync upon payment closure.

3.20. **Bill.com**
- Feature/Setting: "API (POST /Invoices)" — schedule exports for end-of-day processing.

**Benefits**

4.1. Total elimination of manual data entry errors and time delays.
4.2. Real-time visibility into receivables and cash flow across all locations.
4.3. Streamlined month-end and year-end closing, with improved audit readiness.
4.4. Consistent, regulatory-compliant records with rich transactional detail for reporting and tax filing.
4.5. Faster payment processing accelerates cash flow, enabling more agile business decisions.