Connect with Sites

Accounting Data as a Service™ Sites is a secure, no-code Accounting Data as a Service™-hosted page, powered by the API & Connect, that lets your businesses connect their financial data.

Sites provides features that allow your business customer to:

• Connect/re-connect their accounting data.
• Connect/re-connect their banking data.
• Connect/re-connect their commerce data.

Sites connectivity journey:

1. Your business customer will see a landing page of the integrations you have allowed them to connect their data to Accounting, Banking and Commerce.
2. Accounting integration is the first step in the connection flow and it is a required step for customers to connect their data.
3. For Banking and Commerce connections, there is a skip button that will allow your business customers to skip connecting their information.
4. Once business customers have completed their connections, they will see a summary page of successful connections.

You can also customize Sites to match your branding. This includes your logo and colours.

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Shared Integration Settings

Sites will use the same integration settings used by Connect that you enabled in the Dashboard.

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Supported Browsers

Connect is only supported using the latest version of Google Chrome, Safari, Firefox and Microsoft Edge. If you have issues using Connect in other browsers, please try again using one of our supported browsers.