Your tools, connected.
Clients, jobs, invoices, payments and documents move between OnboardMe and the systems you already use, so nothing gets keyed in twice.
XPMAccounting
FYI
BGLProposal accepted
Harper & Co
Annual compliance
- Invoice created · INV-1042OnboardMeXero Accounting
Payment taken · $1,650 upfront by cardOnboardMe- Invoice marked paid · INV-1042OnboardMeXero Accounting
- Job created · Annual complianceOnboardMeXero Practice Manager
- Signed engagement filed · Engagement.pdfOnboardMeFYI
All integrations
Pick a system to see exactly what syncs.
Every integration is included in every plan. Choose your region to see what’s available where you work.
Practice management
Clients, jobs and documents land in the system your team works from.
Xero Practice Manager
Two-way client sync, and jobs created the moment a proposal is accepted.
FYI
Sync clients and jobs, auto-file engagements and onboarding documents, and send FYI documents for signing with the signed copy filed back.
In BetaKarbon
Sync clients, create work items and file signed documents in Karbon.
MYOB Practice Management
Sync clients, create tasks and raise fees from accepted engagements.
GreatSoft
One-click clients and groups, tasks from accepted services and fees into billing.
In BetaKloud Connect
Sync clients and file signed proposals and onboarding documents with metadata.
LodgeiT
Export your clients from OnboardMe in a LodgeiT-ready CSV.
Accounting
Contacts, invoices and payments flow into your books, reconciled.
Xero Accounting
Contacts, invoices and payments in Xero without re-keying, reconciled automatically.
QuickBooks
Two-way customer sync, invoices created automatically and payments reconciled.
In BetaMYOB Business
Create customers from onboarding and send invoices that reconcile automatically.
FreeAgent
Sync contacts, projects and invoices from OnboardMe to FreeAgent.
Payments
Collect by card or bank debit and let the money reconcile itself.
Pinch Payments
Card and bank debit collection with automated billing and automatic reconciliation.
Stripe
Collect card and Bacs Direct Debit payments through Stripe, reconciled to your ledger.
Apxium Collect
Take card and bank payments through Apxium, allocated straight to your Xero invoices.
Document signing
Send signing packs through the signing service you already use.
In BetaAnnature Signing
Annature signing inside your proposals and onboarding, or packs sent from the Signing page through your own Annature account.
In BetaFuseSign
Build signing packs in OnboardMe and send them through your own FuseSign account.
Identity and compliance
Verification results and compliance data, wherever you need them.
Automation and AI
Connect anything else with no code, or run OnboardMe from your AI assistant.
Zapier
Two instant triggers, 60+ actions and 19 searches to connect OnboardMe to thousands of apps.
AI Assistants
Run OnboardMe from Claude, ChatGPT or Copilot. Create proposals, onboardings and bills, or ask about your clients in plain English.
Sign-in and email
Use the accounts and domain your team already has.
Don’t see your system?
Connect anything else with our open API, signed webhooks, the Zapier connector or the MCP server for AI assistants. Tell us what you use and we’ll let you know what’s on the roadmap.
Stay updated
Get the latest updates on new features, integrations, and tips for onboarding clients.
Have a question?
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