Integrations
CFO Pal works with the books you already keep
Connect Xero, QuickBooks Online or Sage Accounting. CFO Pal reads your ledger and turns it into reports, forecasts, budgets and alerts. No new bookkeeping, no re-keying, no spreadsheet to maintain.
CFO Pal + XeroYour P&L, cashflow, invoices and bank data sync automatically. Every number in CFO Pal comes directly from your Xero account.How CFO Pal works with Xero →
CFO Pal + QuickBooksRevenue, expenses, invoices and bank balances flow in from QuickBooks Online. Same reports, same Monday morning pulse.How CFO Pal works with QuickBooks →
CFO Pal + SageCFO Pal layers on top of Sage Accounting to give you the strategic clarity Sage was never designed to provide.How CFO Pal works with Sage →The same, whichever one you use
Accounting rules do not vary by platform, so neither does CFO Pal. Every check runs on every connection, and how we check our numbers sets out what each one compares and what happens when one fails.
Two clicks to connect
You authorise CFO Pal on your accounting platform's own sign-in page. OAuth keeps your credentials secure, so we never see your password.
Synced twice a day
Your figures refresh every morning and every evening, so the dashboard you open is not yesterday's.
We never write to your books
CFO Pal reads your ledger and reports on it. Nothing CFO Pal does changes a figure in your accounting platform.
Checked before anything is quoted
Your balance sheet, P&L and cash bridge are reconciled against the platform's own printed totals on every sync. If the figures do not reconcile, it says nothing rather than quoting a number it cannot stand behind.
Askable at any hour
Whichever platform your books are on, you can ask CFO Pal about them on WhatsApp or from the dashboard, and the answer is drawn from that ledger.
No app to install either: CFO Pal answers on WhatsApp, at any hour, from whichever ledger you connected.
Keep your books somewhere else? Tell us what you use and we will say honestly whether it is on the roadmap.
Stop guessing. Start knowing.
Connect your accounting platform once. Every Monday morning, you know exactly where you stand.
Connects to Xero, QuickBooks & Sage · UK data residency · No card required