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Integrations

Connect Xero, FYI, Annature, Apxium, and other tools you already use.
  • Integration Connection Options
  • OnboardMe and Apxium Integration
  • Integration logs (audit trail)
  • GreatSoft and MYOB Practice Management integration
  • Connect BGL CAS 360 and Simple Fund 360

Annature

Connect Annature so clients can sign documents from OnboardMe.
  • Annature Integration

FYI

Connect FYI Documents and FYI Elite to file work and create jobs.
  • OnboardMe integration with FYI Documents
  • OnboardMe integration with FYI Elite

Xero Practice Manager

Connect XPM, create jobs from proposals, and use OnboardMe Assist.
  • Connecting and configuring Xero Practice Manager
  • XPM Job Integration
  • Install and use OnboardMe Assist (Chrome extension)

Xero Ledger

Connect Xero Ledger and sync repeating invoices with OnboardMe billing.
  • Connecting and configuring Xero Ledger
  • Xero Repeating Invoices

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