Connect Tidyflow to the tools you already use.
Native Xero, QuickBooks Online, and Stripe. Business lookups for AU and UK clients. Zapier and Make.com for everything else. A REST API when you need to go custom. No double entry.
Sync with the GL
Push invoices to Xero or QBO on send. Pull tax rates, accounts, and service items back. Stop typing the same data twice.
Automate the rest
Zapier and Make.com cover thousands of apps. New proposal accepted? Auto-create the client. New client in Tidyflow? Push to your CRM.
Build custom when needed
Generate scoped API tokens and connect Tidyflow to internal systems. Standard REST, token auth, full docs.
Stop typing the same client into two systems.
Connect Xero or QuickBooks Online and import your client list in seconds. Push invoices on send. Pull tax rates, revenue accounts, and service items so the rates and codes match. Or keep invoices in Tidyflow only, your call.
- ✓ Import clients from Xero or QBO
- ✓ Sync invoices on demand or on send
- ✓ Pull tax rates, accounts, service items
- ✓ Optional: stay Tidyflow-only if you prefer
Two-way native sync 
Get paid on invoices without leaving Tidyflow.
Connect Stripe to let clients pay invoices and proposal deposits by card. Save the card on file and Tidyflow auto-charges the next invoice on the due date. No chase emails, no portal logins. Use your existing Stripe account or create one during onboarding. Stripe handles verification.
- ✓ Connect an existing Stripe account or create one during onboarding
- ✓ Pay invoices and proposal deposits by card
- ✓ Card on file auto-charges the next invoice on the due date
- ✓ Stripe handles KYC and verification
Onboard AU and UK clients with one click.
Type a business name or number. Tidyflow pulls the legal name, ABN or company number, registration status, and trading details from the ABN Lookup register (Australia) or Companies House (United Kingdom). Less typing, fewer typos, consistent client records.
- ✓ ABN Lookup for Australian clients
- ✓ Companies House lookup for UK clients
- ✓ Auto-fills legal name, number, status, trading details
- ✓ Canadian business number field also supported
If your other tools support Zapier or Make, you're already integrated.
Trigger Tidyflow workflows from anything: a Calendly booking, a HubSpot deal, a Typeform submission. Or fire data out of Tidyflow into Slack, Google Sheets, or your CRM. Drag, drop, no code.
- ✓ Native Zapier app
- ✓ Make.com via the API
- ✓ Common triggers: client created, job completed, invoice paid
- ✓ No developer required
For everything Zapier can't.
Generate API tokens in settings. Standard REST, JSON, token auth. Build a custom internal dashboard, sync with a system Zapier doesn't cover, or wire Tidyflow into your firm's reporting stack.
- ✓ Per-user tokens that inherit user permissions
- ✓ Standard REST and JSON
- ✓ Tokens don't expire, revoke any time
- ✓ Documented endpoints
From siloed tools to one connected workspace, in four steps.
- 1
Connect Xero or QBO
Import clients in seconds. Configure invoice sync as you like.
- 2
Connect Stripe
Take card payments on invoices and proposal deposits. Card on file auto-charges recurring invoices.
- 3
Add Zapier or Make
Wire up triggers and actions to the rest of your stack.
- 4
Build with the API
For the custom flows nothing else covers.
What changes when integrations actually integrate.
Without Tidyflow
- ×Re-keying clients into three systems
- ×Invoices in Tidyflow, also in Xero, also in CRM
- ×"Why is this rate different from QBO?" weekly
- ×No way to wire up your bespoke internal app
With Tidyflow
- ✓Native Xero and QBO, both ways
- ✓Zapier and Make for everything else
- ✓Tax rates and service items pulled from the GL
- ✓REST API for custom integrations
Trusted by accounting firms with established stacks.
5,000+ clients managed on Tidyflow today.
"The user-friendly interface and solid features have become essential in streamlining our accounting firm's operations, ensuring consistent and reliable service delivery."
Andre CoutinhoAccounting Manager "Great for team collaboration, accountability, keeping track of information and ensuring nothing falls through the cracks."
Kristine IsmaelPartner 
Built for the way firms actually run their stack.
Native
- Xero (clients, invoices, tax)
- QuickBooks Online (clients, invoices, tax)
- Stripe (card payments, recurring)
- ABN Lookup (AU)
- Companies House (UK)
- Gmail / Microsoft 365
- Missive (shared inbox)
No-code
- Zapier app
- Make.com via the API
- Common triggers and actions
- Drag-and-drop workflows
Custom
- REST API
- Scoped tokens
- JSON request and response
- Documented endpoints
From $20/user/month, billed annually.
Native integrations and the API are included. No integration tier or add-on charges.
Integration questions firms ask us most.
Xero and QuickBooks Online, both ways. Import clients, sync invoices on demand or on send, and pull tax rates, revenue accounts, and service items so you do not double-enter.
Yes. Connect an existing Stripe account or create one during onboarding. Stripe handles KYC and verification. Tidyflow uses Stripe to collect card payments on invoices and proposal deposits, and to auto-charge cards on file for recurring invoices.
Yes. For Australian clients we look up the ABN register and pull legal name, ABN, status, and trading details. For UK clients we look up Companies House and pull the company number, name, and registration data.
No. Most firms automate with Zapier or Make.com (no code). For custom integrations, the REST API is documented and uses standard token auth.
Generate API tokens in settings. Each token is created by a user, inherits that user's permissions, and is scoped to that user's workspace. Tokens don't expire. Revoke any time from the same page. See the security page for the full picture.
Stop re-keying. Start integrating.
Start free for 14 days. No credit card. Connect Xero or QBO in minutes.
Explore more features
Artificial Intelligence
Ask your firm a question and get a real answer. The Tidyflow AI Assistant has live access to your jobs, clients, and unpaid invoices.
Billing & Payments
Create invoices from tracked time or fixed fees, get paid online, and easily track WIP, billing, and outstanding amounts in one place.
Capacity Planning
See your team's workload before it hits. Forward-looking capacity by member, backward utilisation trends, and per-job drill-down - all from your existing job estimates.
Client management
Keep client chaos at bay - keep all essential info and contacts handy for personalized client attention.
Client portal & requests
Streamline client interactions with a portal for easy document sharing and client requests.
Collaboration
Make collaboration not just productive, but enjoyable, with comments, mentions, notes and inbox notifications.
Document management
Overcome document chaos by securely storing and sharing crucial files, ensuring everything is just a click away.
Electronic signatures
Easily request electronic signatures from clients.
Email Management
A shared inbox built for the firm. Connect Gmail or Microsoft 365 and get every client email linked to the right job and client - automatically.
Proposals & Engagement Letters
Send branded proposals and engagement letters, get them approved, and get paid - all without the back-and-forth.
Reporting & Insights
Understand where your time, billing, and revenue actually go with built-in reports that don't need a data warehouse.
Time tracking
Optimize your workflow with time tracking. Leverage data to uncover opportunities or extra billable time, enhancing profitability.
Workflow management
Automate and streamline workflows. Avoid missed deadlines with transparent task visibility and accountability.