integrations
Accounting Software Financial & Inventory Sync
The Etaprise accounting integration provides a seamless, enterprise-grade bi-directional financial bridge connecting Etaprise’s field operations, mobile work orders, and contract management engines directly into your accounting platform and the wider finance tooling around it.
Designed specifically for mid-market service enterprises, elevator maintenance companies, and regional contractors, this integration eradicates the costly disconnect between field execution and financial accounting. The moment a technician completes a job, captures a customer signature, or consumes a van stock component, Etaprise synchronizes customer records, generates audit-ready invoices, decrements multi-location inventory, and records payments:keeping cash moving and the books ready for tax and audit review.
what it solves
The problems this was built for.
what is inside
The modules that do the work.
Bi-Directional Customer & Contact Synchronization
- Master Record Sync. Automatically syncs customer accounts, multi-site service addresses, billing contacts, and credit limits between Etaprise and the accounting system.
- Customer Hierarchy Mapping. Supports parent-child corporate structures (e.g., property management firms billed centrally for dozens of individual residential buildings).
- Credit Hold Enforcement. Automatically blocks technician dispatch in Etaprise if a client account is flagged as past-due or on credit hold in the accounting system.
Work Order to Invoice Automation & Entitlement Engine
- Contract-Aware Item Billing. Evaluates warranty and AMC terms before generating invoice line items:automatically marking covered items as zero-charge while line-itemizing billable extras.
- Custom Field & Tax Rule Mapping. Automatically assigns proper sales tax, VAT, or GST rates based on job site jurisdiction and the tax exemption certificates held in your accounting platform.
- Attachment Forwarding. Automatically attaches PDF work order sign-off sheets, technician before-and-after photos, and diagnostic reports directly to the accounting system's invoice record.
Multi-Location Van Stock & Inventory Ledger
- Warehouse Branch Sync. Maps physical company warehouses, regional depots, and individual technician service vans directly to inventory locations in your accounting platform.
- Automated Stock Adjustments. Automatically generates item adjustments and transfer orders in the accounting system when parts are transferred between vans or written off during service.
- Reorder Level Alerts. Triggers purchase requisitions in the accounting system when stock of high-wear components drops below safety thresholds.
AMC Recurring Billing & Retainer Invoices
- Automated Advance Invoicing. Pre-bills annual, semi-annual, or quarterly maintenance contracts with automated tax calculations.
- Retainer & Draw-Down Management. Tracks customer prepaid retainer deposits in the accounting system, automatically drawing down balances as billable work orders are performed.
In the product
what changes
Completed work and the accounts, without the re-keying in between.
| Area | Without the integration | With Etaprise |
|---|---|---|
| Job to invoice | The invoice waits for paperwork to come back from site. | The closed job raises the invoice with its evidence attached. |
| Double entry | Jobs are keyed into the field system and again into the books. | Customers, jobs and payments synchronise between the two. |
| Payment on site | Payment is collected later, by chasing. | Payment can be taken at completion and reconciled against the invoice. |
| Van stock | Stock on vans is reconciled periodically, if at all. | Parts used on a job are written back against the van. |
| Billing disputes | A disputed line means retrieving the docket, if it can be found. | The signature, photographs and parts list sit on the job the invoice came from. |
| Tax and reporting | Field revenue reaches the books in batches, late. | Revenue lands against the period the work was completed in. |
Described qualitatively on purpose. Results depend on your data, your processes and how the rollout is scoped, so we do not publish figures we cannot evidence for your operation. Ask us for a scoped estimate against your own numbers.
before you ask
Questions buyers raise first.
Yes. The integration supports multi-currency and multi-entity accounting setups, allowing multinational service teams to bill in local currencies while consolidating finances into corporate ledgers.
You can configure the integration to generate invoices in "Draft" status for accountant review and batch approval, or "Approved / Sent" status for fully automated straight-through processing.
Yes. The integration uses the accounting platform's own OAuth 2.0 authentication with encrypted token rotation, and TLS 1.3 in transit, so credentials are never stored in the mobile app.
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