PLATFORM · INTEGRATIONS

Connect the tools you already use.

WealthSuite plays nice with accounting software, bank feeds, storage, tax tools, and everything in between.

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Accounting

Sync your books without lifting a finger.

  • QuickBooks OnlineTwo-way sync
  • XeroFull ledger sync
  • FreshBooksInvoices & clients
  • SageChart of accounts

Banking & Payments

Live balances, transactions, and payment rails.

  • Plaid12,000+ institutions
  • StripePayments & payouts
  • Direct bank feedsNightly refresh
  • RampCorporate cards

Storage

Keep documents where your team already works.

  • Google DriveShared drives
  • DropboxTeam folders
  • OneDriveMicrosoft 365
  • SharePointDoc libraries

Communication

Notifications and client chat, right where you are.

  • SlackChannel alerts
  • Microsoft TeamsWorkspace chat
  • EmailTransactional & bulk
  • SMSTwo-way texting

E-signature

Send, sign, and file — all in one flow.

  • DocuSignEnvelopes & templates
  • HelloSignSimple e-sign
  • Adobe SignEnterprise workflows

Tax & Compliance

Prep and file without leaving WealthSuite.

  • TaxDomeClient tax workflows
  • Drake TaxReturn prep
  • LacerteIntuit tax suite
  • ProConnectCloud tax

COMING SOON

More integrations on the roadmap

  • Bill.com
  • Notion
  • Airtable
  • HubSpot
  • Salesforce

DEVELOPER

Build with our API

A REST API + webhooks so your custom tools can plug into WealthSuite.

Read the docs
// POST a new document
POST /v1/documents
Authorization: Bearer sk_live_…
Content-Type: application/json

{
  "client_id": "cli_123",
  "type": "bank_statement",
  "period": "2026-07"
}