Integrations

Accounting integrations

Every accounting system StackGo works with, and where each one sits in a compliance workflow.

52 systems and tools 48 systems of record

If your firm runs Xero, MYOB or QuickBooks, your client records already live there. The problem is that compliance usually does not — it lives in a portal someone logs into separately, and the answer gets copied back by hand.

StackGo triggers identity and AML checks from the ledger or practice system you already use, and writes the result back onto the client record. No new portal, no double entry, and the audit trail sits with the client rather than in someone’s inbox.

Also listed here

Systems whose home is another category

These play a accounting role but live elsewhere. One page per system, no duplicates.

Choosing

What to look for in an accounting system if you are regulated

Most accounting software is chosen for the books, not for compliance. That is fine — but if you are a reporting entity, four things decide how much pain onboarding causes you.

Can it hold the entity properly? A discretionary trust with a corporate trustee and three beneficiaries is not a contact record with a phone number. If the system cannot represent related parties, your UBO evidence ends up in a spreadsheet, which is exactly where AUSTRAC does not want it.

Does it emit a change event? Compliance work is triggered by things happening — a client is created, a service is added, ownership changes. A system that exposes those as events can start a workflow. A system that does not means someone has to remember.

Can a third party write back without re-keying? This is the one firms underestimate. If the verification result cannot land on the client record automatically, you have not removed the manual step, you have moved it.

What happens to the audit trail? You need to show what was checked, when, and on what basis, for seven years. If that evidence lives outside the client record, producing it later is a project.

Don't see yours?

Tell us what your team runs on.

We build the connectors our customers ask for.

Request an integration

Ready to make onboarding minutes, not hours?

Start free and run your first check today, or book a demo and we will walk you through it.