ExpensePoint Integrations

Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.

Plaid is a global fintech infrastructure platform that enables businesses and consumers to securely connect to financial data and services. Through APIs that connect to more than 12,000 financial institutions across 20+ countries, Plaid operates the world’s largest open banking data network. By removing the complexity of direct bank integrations, Plaid enables developers, financial institutions, and enterprises to build secure, user-friendly, and conversion-optimized financial products. Plaid powers payments, lending, identity verification, fraud prevention, and personal finance applications. Today, more than 100 million people worldwide, including half of U.S. adults, have relied on Plaid through their connections to over 7,000 apps and services. Plaid supports a wide range of industries and financial workflows, including: Banks & credit unions, Payouts streamline disbursements, and Pay by Bank supports direct consumer-to-business payments for recurring bills, subscriptions, and eCommerce, Mortgages & lending, Government & public sector programs, Property management, Gaming, Crypto & Digital Assets, Business finances, and Wealth Management. Customers include Venmo, Robinhood, Rocket, Carvana, Affirm, Invitation Homes, and many more. Plaid is built with enterprise-grade encryption, continuous monitoring, and regulatory compliance, including PSD2 in Europe and FCA requirements in the UK. Plaid does not hold funds but enables secure data transfer and payment initiation. Plaid provides trusted infrastructure across payments, identity verification, fraud prevention, account connectivity, and open banking. With scale, security, and mobile-first design, Plaid helps businesses create seamless and secure financial experiences for millions of consumers worldwide.

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Oracle NetSuite is the #1 AI Cloud ERP, designed to bring together financials, operations, CRM, ecommerce, and analytics into one unified business management suite. Unlike traditional ERP systems, NetSuite leverages built-in AI that learns from your company’s data, providing intelligent recommendations and reducing reliance on guesswork. With over 42,000 organizations already using it, the platform supports companies of all sizes, from fast-growing startups to global enterprises. Its ERP and accounting modules simplify compliance, automate reporting, and accelerate month-end close processes. Meanwhile, its CRM and HCM solutions improve workforce engagement and customer relationships. NetSuite also delivers advanced capabilities in professional services automation, omnichannel commerce, and analytics, ensuring real-time decision-making. Because it is cloud-based, businesses gain scalability, cost efficiency, and a single source of truth across all operations. With consulting, education, and partner programs, Oracle NetSuite provides end-to-end support for digital transformation journeys.

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. The software automates key financial processes, enhancing efficiency and accuracy. Sage Intacct provides real-time financial insights through intuitive and customizable dashboards, enabling data-driven decision-making. Seamlessly integrating with various business applications, Sage Intacct ensures a unified view of operations, enhancing data consistency and collaboration across departments. Its robust reporting and analytics tools allow users to generate detailed financial statements, track key performance indicators, and gain deep insights into financial performance. Sage Intacct is scalable, reliable, and trusted by thousands of organizations worldwide. It supports complex organizational structures with multi-entity management, facilitating seamless consolidations and inter-entity transactions. The cloud-based platform ensures continuous innovation, keeping your financial management tools up-to-date. With award-winning customer support, Sage Intacct empowers businesses to streamline

Enhance efficiency in your operations, make informed choices, and boost expansion through Dynamics 365 Business Central (previously known as Microsoft Dynamics NAV)—a holistic business management platform tailored for small to medium enterprises. Speed up your financial closing process, gain insights into financial performance instantly, and enhance the accuracy of your forecasts while ensuring compliance and security measures are in place. Optimize your profitability by obtaining a comprehensive perspective on all aspects of your operations, including purchasing, manufacturing, inventory, and warehouse management. Oversee the entire sales cycle seamlessly within Outlook and provide outstanding service by having a unified view of customer interactions and service activities. Additionally, plan and track your projects using real-time data on resources, profitability, tasks, and overall progress, thereby ensuring that your business stays on course for success. This integrated approach not only streamlines processes but also empowers businesses to adapt quickly to changing market demands.

Explore exciting adventures both globally and locally. Bring your travel plans to life by engaging with various destinations that pique your interest. Learn to maneuver through your surroundings effortlessly. Stay informed with live traffic information. Determine the optimal driving route with up-to-the-minute details about congestion, accidents, roadblocks, and speed enforcement zones. Additionally, contribute to the community by sharing traffic incidents you encounter. Discover how individuals utilize Google Maps to uncover their surroundings, highlight their neighborhoods, and assist fellow travelers. It’s a dynamic platform that fosters exploration and connection.

QuickBooks Enterprise offers a comprehensive solution designed to oversee both your business operations and financial performance. By utilizing QuickBooks Enterprise with cloud access, your team gains the ability to collaborate seamlessly from any location, all while ensuring a secure connection and benefiting from automatic daily backups. Experience enhanced software capabilities and the freedom to work from your preferred location with our hosting options. Furthermore, enjoy a remarkable increase in list capacity—six times that of Pro and Premier—allowing for management of up to 1 million customers, vendors, and inventory entries. Alongside this, you will benefit from expedited payroll processing within QuickBooks and gain valuable insights through over 200 detailed reports, as well as specialized editions tailored to various industries. The Enterprise Diamond package serves as an all-in-one solution that simplifies business management, offering essential features that can be customized and expanded as your business evolves. With our Assisted Payroll feature, we take care of your payroll taxes, ensuring that quarterly and year-end filings are done accurately and punctually, allowing you to focus on growing your business without the worry of payroll complexities. This comprehensive approach guarantees that your business remains efficient and scalable, regardless of its size.

Sage Accounting is an intelligent cloud accounting platform designed to streamline financial management for small businesses through automation and AI-enhanced tools. Fully compliant with Making Tax Digital regulations, it enables effortless VAT returns, self-assessment, invoicing, and bank reconciliation, helping businesses stay on top of their finances and tax obligations. The platform features Sage Copilot, an AI-powered assistant that automates routine tasks such as payment reminders and VAT submissions while delivering actionable insights on cash flow and profitability. Users can upload receipts and invoices, which the AI processes by extracting key data, flagging duplicates, and reducing manual entry errors. Sage Accounting offers flexible plans—from Start for basic accounting needs, to Standard and Plus for businesses requiring payroll, inventory management, and multi-currency support. Customers receive 3 months free initially and benefit from unlimited invoice creation, customizable reports, and integrated payroll options. Sage also provides extensive learning resources, community support, and expert guidance to help businesses grow confidently. With a user-friendly interface and scalable features, Sage Accounting makes managing finances easier, faster, and more accurate.

Sage 50 simplifies your business life. Spend less time on administrative tasks, worrying about your finances or compliance. Our solution allows you to use fewer products. Secure remote access to company data, analytics and business contacts, customer records as well as critical documents and key tasks allows you to work how you choose, when you wish. Microsoft 365 integration gives you access to essential apps like MileIQ, One Drive and SharePoint, Teams, CRM and Sage 50 financials from any device and any location. This includes Microsoft Office basics like Outlook, Word and Excel. Outlook Connector saves you time and helps organize your business. It automatically syncs Microsoft Outlook contacts with Sage50 contacts. Access customer information such as credit limits, contact information and order history quickly and easily. Sage Intelligence powered Microsoft Excel and Power BI provides meaningful insights into business data.

Yardi Voyager is a comprehensive, web-based platform that offers full integration and mobile access, tailored for large portfolios to effectively oversee operations, manage leasing, conduct analytics, and deliver cutting-edge services to residents, tenants, and investors. This solution features a top-tier product suite that caters to various real estate sectors, including commercial properties such as office, retail, and industrial spaces, as well as multifamily housing, affordable options, senior living, public housing authorities, and military accommodations, ensuring that all property management and accounting requirements are met through a unified database that operates your entire organization. By automating workflows and enhancing transparency across the system, Voyager empowers users to collaborate and achieve higher productivity levels. Accessible through any web browser or mobile device, Voyager provides immediate data access, enabling users to make informed decisions swiftly. Furthermore, as a Software as a Service (SaaS) platform, it alleviates the burden of software management, allowing you to concentrate on growing your business and enhancing its operational efficiency. Overall, Yardi Voyager is designed to streamline property management tasks and drive success in the real estate industry.

e·silentpartner stands as a comprehensive SaaS platform tailored for Ad, Media, Marketing, Publishing, and Broadcast agencies, delivering a suite of integrated services that encapsulate accounting, project management, time entry, and billing functionalities. This robust system caters to the complexities of multi-company, multi-office, and multi-currency operations, making it a versatile choice for global agencies. Our platform is accessible in English, Spanish, and French, ensuring a broad reach and facilitating easy task access, time entry, and PTO requests through a user-friendly mobile application. Key features of e·silentpartner include seamless integration with Strata API, advanced traffic planning tools, dedicated portals for both vendors and clients, Time & Expense management, Project & Resource Management, Finance, Accounting, Reporting, PTO, CRM & BI which enhance transparency and streamline operation. This not only optimizes workflow efficiencies but also enhances data accuracy and decision-making capabilities. Recognized for its innovation and efficacy, e·silentpartner has garnered awards and critical acclaim, establishing it as a trusted leader in the agency management software arena.

Transform your budgeting process by replacing cumbersome and error-prone spreadsheets with Yardi Advanced Budgeting & Forecasting, a powerful tool that provides swift and precise budgets, tailored forecasts, and valuations all from one cohesive platform. You can create budgets based on model properties, allowing for easy modifications or deletions of units and records to align with your leasing assumptions. With the flexibility to update your assumptions in real-time and integrate ongoing deals through Yardi Deal Manager, you can streamline your financial planning. This solution enables automatic calculations of future cash flows while determining net present values (NPV) and internal rates of return (IRR) at both the property and portfolio levels. Enhance your acquisition and disposition strategies by exploring limitless "what if" scenarios, making it easier to arrive at informed decisions. Gain access to critical information necessary for executing smart transactions by merging real-time data on properties, leases, and investors with current market leasing assumptions and various other factors. Additionally, generate detailed reports on budget accounts complete with narratives, and effortlessly monitor revenue, lease inducements, and market leasing assumptions among other key metrics. Ultimately, this innovative approach could revolutionize how you manage financial forecasting in your organization.

Collaborate more efficiently, simplify monotonous tasks, and design tailored workflows that empower teams to effortlessly create, route, review, process, and access content. The drag-and-drop setup enables you to automate complex tasks without any coding skills required. Ensure a smooth workflow for full-time, on-site, virtual, or freelance teams globally. Retrieve files, send documents for review and approval, generate forms, gather eSignatures, monitor pending tasks, and evaluate project progress from any location. Consolidate various interfaces for indexing and distributing data, making it compatible with other applications. Additionally, gather information from a wide range of formats, including email, fax, physical documentation, forms, and beyond, thus enhancing overall productivity and organization.

Empowering your organization to thrive in the evolving landscape of the digital economy, Oracle's JD Edwards software is designed to meet contemporary expectations for a streamlined user experience. Our applications are specifically crafted to align with the workflows of your users. By integrating cutting-edge digital technologies, our innovative strategies boost productivity, allowing your business to operate more efficiently and achieve greater outcomes. JD Edwards on Oracle Cloud is strategically hybrid, providing your digital enterprise with the flexibility and control it needs. Enhance your investment in the JD Edwards EnterpriseOne on-premises solution by optimizing your infrastructure with Oracle's Infrastructure as a Service (IaaS), gaining a competitive edge through Oracle products offered via Platform as a Service (PaaS), and enriching your JD Edwards ecosystem with Oracle’s robust Software as a Service (SaaS) offerings. This comprehensive approach ensures that your organization is not only equipped to adapt but also positioned to lead in the fast-paced digital market.

All-in-one software for business management. Sage 300 is trusted by over 40,000 customers in 150 countries, across a wide range of industries. Sage 300 manages finances, operations, and inventory at a fraction of the price of traditional ERP software. Manage multiple locations in multiple languages, currencies, and regions. Connect, analyze and report on the multiple business units, companies, subsidiaries and countries in your organization. Reduce the complexity of managing multiple entities. Centralize your processes, manage your accounting, operations, inventory, distribution, and much more, from a single app. Cloud-based financial tools that are best in class for companies with multiple locations and entities. It has a multi-currency and multi-lingual interface. Manage transactions through the entire sales cycle and automate your order procedures directly within Sage 300. Manage contractor and subcontractor expenses and time, and add stakeholders.