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Lexoffice

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QuickBooks Online

2Checkout

adaptive-insights

Adaptive Insights

Sage 300 - Icon

Sage 300

Pigment logo

Pigment

PortaBilling - Icon

PortaBilling

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Expensify

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Stripe

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Ordway

Square - Icon

Square

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TikTok Shop

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Anaplan

Braintree

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BlueSnap

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Chargebee

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Boostr

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Amazon Business

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Checkout.com

Create account group

Create bill

Create account

Create budget

Create budget detail

Create contact

Create expense report

Create journal entry

Create order entry transaction

Create reporting period

Create statistical account

Create statistical journal entry

Create transaction allocation

Delete account

Delete account group

Delete budget

Delete budget detail

Delete contact

Delete journal entry

Deletes an order entry transaction by ID.

Delete order entry transaction

Delete reporting period

Delete statistical account

Delete statistical journal entry

Delete transaction allocation

A generic operation to utilise the read by query function.

Generic read by query

Generate report ID

Get account

Get account by name

Returns information about an account group.

Get account group

Get budget

Returns information about a budget detail.

Get budget detail

Get contact

Get dimension

Get entity

Get entity fields DDL

Returns information about a journal entry.

Get journal entry

Returns information about a journal entry line.

Get journal entry line

Returns information about a reporting period.

Get reporting period

Returns information about a revenue recognition schedule.

Get revenue recognition schedule

Returns information about a revenue recognition schedules entry.

Get revenue recognition schedules entry

Returns information about a statistical account.

Get statistical account

Returns information about a statistical journal entry.

Get statistical journal entry

Returns information about a statistical journal entry line.

Get statistical journal entry line

Returns information about a transaction allocation.

Get transaction allocation

List account balances

Returns a list of account group hierarchies.

List account group hierarchies

List account groups

List account number DDL

List dimensions DDL

List accounts

List budget details

List budgets

List contacts

Lists all standard dimensions and UDDs in a company along with helpful integration information about the object.

List dimensions

List entities

List entities DDL

Returns a list of general ledger details.

List general ledger details

List journal entries

List journal entry lines

Retrieve the list of fields for an object type.

List object fields

List object fields DDL

Lists all standard and custom objects in a company, regardless of your permissions or the company’s subscriptions.

List objects

List objects DDL

List reporting periods

Returns a list of revenue recognition schedule entries.

List revenue recognition schedule entries

Returns a list of revenue recognition schedules.

List revenue recognition schedules

List statistical accounts

Returns a list of statistical journal entries.

List statistical journal entries

Returns a list of statistical journal entry lines.

List statistical journal entry lines

Returns a list of transaction allocations.

List transaction allocations

List vendors

Read report by ID

Update account

updates an account group. The members, based on the structure type of the group, must also be passed with any update.

Update account group

Update budget

Update budget detail

Update contact

Update journal entry

Update order entry transaction

Update reporting period

Update statistical account

Update statistical journal entry

Update transaction allocation

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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How to close the sales revenue gap

Connector Department - Finance and Accounting - Cards

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Finance and Accounting

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Sage Intacct

List branding themes DDL

List invoice numbers DDL

Retrieves a list of tenancy IDs associated with your account.

List tenancies

Allows you to apply payments to approved AR and AP invoices or refund AR or AP credit notes.

Apply payments

Create bank transfer

Allows you to add contacts to a Xero organisation.

Create contacts

Create invoice notes

Create update bank transaction

Create/update invoice

Deletes an invoice. If the current status of the invoice is DRAFT or SUBMITTED, this will assign the DELETED status to the invoice. Otherwise, if the status of the invoice is AUTHORISED this will assign the VOIDED status to the invoice.

Delete invoice

Delete payment

Emails an invoice to the contact associated with the invoice.

Email invoice

Get a payment

List tenancies DDL

Retrieves information about a bank transaction.

Get bank transaction

Retrieves information about a bank transfer.

Get bank transfer

Retrieves a single sales invoice or purchase bill by invoice ID or number.

Get invoice

To integrate your application with Xero's online invoicing, you can retrieve the online invoice url for sales (ACCREC) invoices. Note: you cannot retrieve an online invoice URL for DRAFT invoices.

Sage Intacct and Xero integration + automation

Popular Sage Intacct and Xero integrations

Sage Intacct and Xero Connector Details

Sage Intacct

Xero

Tray.io is the leader in low-code automation

Similar connectors to Sage Intacct and Xero

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