Why Connect?
Connecting your accounting software lets you:
See overdue customers in one dashboard.
Generate collection letters automatically.
Use account and invoice details without re-entering data.
Security
Is my data safe?
Yes. Your data is protected with:
Bank-grade encryption, end-to-end.
Compliance with CCPA, ISO27001, GDPR, and SOC 2.
Tested and secure connection processes.
We treat your information with strict privacy and confidentiality.
Data Access
What data is used?
Only the following fields are accessed:
Customer Account Name and ABN
Customer Contact Name
Customer Address
Invoice Number, Amount and Due Date
How is it accessed?
Via your accounting system’s official API.
Using encrypted tokens (not passwords).
Tokens are stored securely.
You can revoke access any time from settings.
How often is it synced?
Automatically each day.
Manually when you refresh in Debtor Management.
Where is data stored?
All data is securely stored in Australia.
Data Use and Sharing
Is my data shared?
No. Your information is never shared without your permission.
How is it used?
Data is used to:
Display customer and invoice details in your dashboard.
Pre-populate collection letters.
Pre-populate payment default registration forms.
Provide payment risk insights (using ABN).
Calculate overdue days (using invoice due dates).
As per our Terms and Conditions, anonymised and aggregated data may also be created for:
Industry benchmarks
Product development
Bureau data enrichment
Credit scoring and related insights
This analytical data does not contain Personal Information.
Connecting Your Software
Supported systems
You can connect:
Xero
QuickBooks
MYOB
How long does it take?
Connection: a few minutes
First sync: up to one hour
Do I need to reconnect each time?
No. One connection is enough, unless:
Your accounting software login changes
There is long-term inactivity
Trouble connecting?
If you have issues, contact our Support Team here.
Disconnecting Access
To disconnect:
Select Debtor Management.
Go to Settings in Debtor Management.
Select Accounting Integration.
Click Manage Connection.
Click Disconnect
