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Connect Billtobox to your favorite third-party software

Integrations

Connecting your third-party ERP & CRM software to Billtobox through Marketplace

How to connect my favorite software to Billtobox?

Connecting your accounting package via an online API connection

Connecting your accounting package to Billtobox with email delivery

Use Billtobox to connect to third-party software

For entrepreneurs

Get your clients' bank statements in your accounting package

How to connect my favorite accounting software to the Console?

Connecting your accounting package to the Console with an online API connection

Connecting your accounting package to the Console with Synqup

Connecting your accounting package to the Console with email delivery

Use the Console to connect to third-party software

For accountants

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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