Integrations
Portico works with QuickBooks Online, Xero, and more than 6,000 other apps through Zapier. When a client finishes onboarding, their details move straight into your accounting system, so you enter them once.
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The basics
Choose an event such as a completed onboarding, a received payment, or a signed agreement.
Send the data to QuickBooks Online, Xero, your CRM, or another of the 6,000 or more apps on Zapier.
Portico runs the step every time the event fires, with no manual export and no retyping.
For bookkeepers and accountants
Add a client in QuickBooks Online and Portico opens their onboarding right away. The client gets one link for intake forms, documents, e-signature, and payment, so you collect everything in the first pass.
Use this Zap →When a client finishes onboarding in Portico, their details create a customer record in QuickBooks Online. You skip the retype, and the books match what the client submitted.
Use this Zap →A finished Portico onboarding creates or updates the contact in Xero. New clients appear in your ledger with the name, email, and details they entered themselves.
Use this Zap →Set it up here
The full picture
QuickBooks Online, Xero
Move a finished onboarding into the ledger as a customer or contact.
HubSpot, Pipedrive
Open an onboarding when a deal closes.
Slack, Gmail
Tell the team when a client signs or a payment clears.
Zapier, Make
Connect Portico to the rest of your stack.
For developers
Start free. QuickBooks Online, Xero, and more than 6,000 apps through Zapier, plus the REST API and webhooks on Pro plans.
Start FreeNo credit card required. Cancel anytime.