StreamEdgeSolutions

API & Integrations · Finance

Accounting Software Integration

Push sales, invoices and payments into your accounting package automatically.

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From$999USD one-off

One payment. Work starts once we have confirmed your requirements.

The four questions this page answers

  1. 1

    What you buy

    A one-off remote build connecting your operational system — shop, invoicing tool, or business software — to the accounting package you already subscribe to, so financial records arrive without manual entry. It depends on that package’s API, so we run a feasibility review before development starts.

  2. 2

    What you get

    4 deliverables, listed in full below

    • Automated posting to your accounting package
    • A documented account and tax mapping
    • An exceptions queue
    + 1 more
  3. 3

    How it is delivered

    Remote Setup

    Carried out remotely by our team. Nothing is posted and no one visits.

    REMOTE SERVICE

  4. 4

    How long it takes

    2–4 weeks

    Measured from the point everything under “what we need from you” is with us, not from the moment you pay.

Automated invoicing with reminders and payment reconciliation — illustrative concept, not a screenshot of a client system
Automated invoicing with reminders and payment reconciliation. Illustrative interface concept — not a screenshot of a client deployment.

What is this, in plain English?

A one-off remote build connecting your operational system — shop, invoicing tool, or business software — to the accounting package you already subscribe to, so financial records arrive without manual entry. It depends on that package’s API, so we run a feasibility review before development starts.

Bookkeeping by re-typing is slow and error-prone, and the errors are the expensive kind. This pushes transactions into your accounting system with the right account codes, tax treatment and customer records, and gives you a reconciliation view so you can see anything that failed to post rather than discovering it at year end.

The problem it solves

Your bookkeeper re-enters every sale from one system into another, and the two never quite agree at month end.

If that does not describe you, this is probably the wrong product. Tell us and we will point you at a better fit rather than sell you the nearest one.

What you get

The concrete things that exist at the end and that you own.

4 deliverables

  • Automated posting to your accounting package
  • A documented account and tax mapping
  • An exceptions queue
  • A reconciliation summary report

What's included

The work covered by the figure in the buy box, at no extra cost.

  • One accounting package
  • Sales, invoice and payment posting
  • Code mapping
  • Exceptions handling
  • Parallel-run verification
  • Documentation

Not seeing something you expected? Check what you are not buying before you order.

What does it do?

Everything listed here is delivered as part of this product. Nothing on this list is aspirational.

  • Invoice and sales posting into the accounting package
  • Customer and supplier record matching
  • Account code and tax code mapping
  • Payment posting and allocation
  • A failed-posting exceptions queue
  • A reconciliation summary

How it works

The delivery sequence from order to handover.

  1. 1

    Feasibility review

    Before development starts we confirm your accounting package’s API permits the postings you need on your subscription tier. Some packages restrict write access by plan, and you hear that before we build.

  2. 2

    Work with your accountant

    The chart of accounts and tax mapping is agreed with whoever owns your books.

  3. 3

    Map the records

    Customers, products and codes matched between the two systems.

  4. 4

    Build and test posting

    Tested against a sandbox company file before touching your real books.

  5. 5

    Parallel period

    One period is run both ways and compared before you rely on it.

  6. 6

    Go live with exceptions

    Anything that fails to post is queued for a human, never silently dropped.

Delivery & fulfilment

Stream Edge Solutions ships nothing. Every package on this site is carried out and handed over remotely — this is exactly what happens after you order.

REMOTE SERVICEHow this is delivered
  1. 1We confirm requirementsWe read what you sent with the order, come back in writing with anything missing, and agree the scope before any chargeable work starts.
  2. 2We build and configure remotelySetup, configuration and testing are done by our team over a remote connection — on your systems or on ours, whichever the package specifies.
  3. 3We hand it overYou receive the working setup, the credentials, the documentation and a walkthrough. Everything built for you is yours at handover.

Carried out remotely by our team. Nothing is posted and no one visits. Typical turnaround: 2–4 weeks.

Delivery method
Remote Setup
Expected delivery time
2–4 weeks
Measured from the point everything under “what we need from you” is with us — not from the moment you pay.

Full detail of how work is handed over, what happens if requirements are outstanding and how order records are kept is in the Delivery & Fulfilment Policy.

What we need from you

Nothing starts until these are in place, and the turnaround above is measured from that point — not from the moment you pay.

  • An accounting software subscription in your own name, on a plan whose API permits write access
  • API credentials, and a sandbox or trial company file where the vendor offers one
  • Your chart of accounts and tax codes
  • Involvement from your accountant or bookkeeper
  • Acceptance that this integration depends on the accounting vendor’s API; we are not a partner, reseller or certified adviser for any accounting product

Who this is for

  • Businesses whose sales and books live in different systems
  • Anyone paying for manual data entry into accounts
  • Businesses with month-end reconciliation pain
  • Growing companies outgrowing spreadsheet bookkeeping

Business needs this addresses: Automate work, Integrate systems

What's not included

Just as plainly as the list above: the things this package is not.

  • Accounting, bookkeeping or audit services
  • Deciding your chart of accounts or tax treatment — your accountant does that
  • Accounting software licence fees
  • Postings your accounting package’s API does not permit on your plan. The feasibility review identifies this before development starts; if it blocks the job we rescope or cancel under the refund policy
  • Historic transaction migration, quoted separately

Anything outside the scope above is quoted separately, in writing, before it is carried out. Nothing is added to your bill without your agreement.

FAQs

Will this replace our accountant?

No. It removes their data entry so their time goes on the work that needs judgement. We implement the treatment they specify; we do not give accounting advice.

What if a transaction cannot be posted?

It goes to an exceptions queue with the reason. Nothing is dropped, and nothing is posted to a guessed account code.

Refund & cancellation

What happens if you change your mind, and what happens to money already paid.

Cooling-off before work starts
You have 7 days after ordering to cancel while work has not yet begun. Up to 25% may be retained to cover scoping and scheduling already carried out.
Work already done
Once delivery has started, refunds are assessed against the work completed and the deliverables already handed over — the list under “what you get” above is what that assessment is made against. Approved refunds are processed within 14 days.
If we cannot deliver what is described here
You are refunded. The scope on this page is the scope we are held to, which is exactly why the exclusions above are stated before you buy rather than after.

The full terms, item type by item type, are in the Refund & Cancellation Policy. How the work reaches you is covered by the Delivery & Fulfilment Policy.

Not sure this is the right product?

We would rather point you at the right thing than sell you the nearest one. Ask us before you buy — no obligation.

Ask a questionRequest a custom quote

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