Integrations

Works With the Tools
You Already Use.

Export clean data to your accounting software, or sync directly. No more reformatting, no more manual imports.

QuickBooks Online Coming Soon

QuickBooks Online

Sync categorized transactions directly into your QuickBooks ledger. No manual CSV imports.

Xero Coming Soon

Xero

Push clean, categorized bank data straight into Xero with one click.

Sage Coming Soon

Sage

Export transactions in Sage-compatible formats or sync directly via API.

Available

CSV / Excel Export

Download accountant-ready CSV or Excel files with custom column mapping for any software.

Google Sheets Coming Soon

Google Sheets

Push transaction data directly into a Google Sheet for collaborative review.

ZapierPlanned

Zapier

Connect OrbitBooks to 5,000+ apps. Trigger workflows when statements are processed.

Don't see your tool?

We're building integrations based on what our users need most. Tell us which tool you use and we'll prioritize it.

Coming Soon

Custom Export Mapper

Save reusable export templates for each client or firm. Map OrbitBooks columns to your software's exact header names — "The Smith & Co Format" — so every export is plug-and-play.

  • Save unlimited custom templates
  • Map any column header to your format
  • One-click export with saved templates
  • Share templates across your team