Support

We currently support Clover, Square, and Toast, with Lightspeed coming soon. If you use a different POS, let us know — we prioritize based on demand.

QuickBooks Online, Xero, and FreshBooks, with Wave coming soon. Pick whichever your business or accountant uses.

Every morning, we pull the previous day's sales from your POS, aggregate them by category and payment method, and create a matching entry in your accounting software. You can choose a daily summary or detailed line items. It happens automatically — you don't have to do anything.

Yes. We use OAuth 2.0 for all connections — we never see or store your passwords. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We only store the minimum data needed for sync; your actual transactions stay with your POS and accounting software.

Absolutely. Your accountant can manage everything — connecting accounts, setting up mappings, reviewing reports. They get their own login and can manage up to 100 clients from one dashboard with the Accountant Bundle ($60/month).

Our Growth plan supports up to 3 locations. Each location syncs independently to your accounting software with its own mappings. You can view reports and manage mappings for each location separately. Need more? The Accountant Bundle supports up to 100 locations.

Yes. During onboarding you can backfill up to 90 days of historical sales data. Great for catching up on entries you haven't made yet.

During onboarding, click the connect button for your POS provider. You'll be redirected to their secure authorization page. Log in and approve the connection. We use OAuth 2.0, so we never see your password. Once authorized, we'll automatically pull in your categories, tenders, and merchant information.

If a sync fails, you'll be notified via email. You can view the failed report on your dashboard and retry the sync with one click. If a problem persists, our support team is here to help.

Yes! The Mappings page lets you customize how each POS category maps to an account in your accounting software, and how each payment tender maps to a deposit account. We also offer AI-powered suggestions to set up mappings quickly and accurately.