Featured Financial Integrations

Configure payment activity to trigger specific action like setting custom alerts, auto-updates to accounting records and much more.

Shortlist’s QuickBooks integration makes it possible for customers to automatically synchronize payment and billing information between the two systems.

Information can now be entered in only one system and propagated to another system eliminating the need to create duplicate data entry in both QuickBooks and Shortlist.

View Quickbooks Integration

Shortlist’s Xero integration enables customers to share specific information between the two systems to leverage the Xero billing system suite.

By entering information in one system, actions can be taken in the other system to reduce time spent doing repetitive tasks like creating invoices, approving payments and more.

View Xero Integration

Shortlist’s Google Sheets integration creates endless collaboration possibilities between the two systems to enhance your accounting activities.

Track your finances using Shortlist triggers like timesheet approvals, task completion dates, and Payment approvals to create new data in Google Sheets.

View Sheets Integration

Shortlist’s Google Doc integration creates synchronization possibilities between the two platforms to improve efficiencies in payments and billing.

Data can passed from Shortlist to Google Docs to create an automated paper trail of valuable documentation for record keeping, offline printing, and more.

View Docs Integration

More financial integrations

Zoho Subscriptions

Smart payment gateways for subscription businesses.

Wave Financial

Financial services and online software for small businesses.

Square

Financial services company

Revolut

Business account platform for domestic & international payments

Recurly

Enterprise-class subscription billing management software.

PipeDrive

Cloud-based sales software company.

PayPro

Global e-commerce platform for software companies.

MoonClerk

System for managing recurring and one-time payments.

MoneyBird

Online accounting tool for managing business finances.

MemberSpace

Membership software for websites.

LexOffice

Cloud-based app for accounting services.

Infusionsoft

CRM, marketing & sales automation solution.

FreshBooks

Cloud based accounting software for small businesses.

Cheddar

Subscription management and recurring billing.

Chargify

Online billing software for recurring billing needs.

ChargeOver

Recurring Billing Software & Subscription Billing

Chargebee

Subscription billing software powering end-to-end billing.

Braintree

Process payments online in a single integration.

Bexio

Business software for small businesses.

Stripe

Online payment processing for internet businesses.