Seamless Data Connections

Access everything from summary financials to transaction-level details with the Strongbox accounting system integrations.

Features Seamless Data.png

One-Click Connections

Flexible Accounting System Integration

widget_linking_v2_optimized.gif

Strongbox offers flexible accounting system integrations. With a single click, you can connect directly to the business's accounting system. Or you can also share a URL with the account owner for them to easily connect themselves. 

In one click, you get all the financial information you need automatically, saving weeks of back and forth trying to get the documents you need.

And with an automatic digital connection, you remove opportunities for human error and costly delays.

Strongbox integrates with the most popular
ERPs and accounting systems:
Integrations2.png
 

Customizable Connection Experience

Three Ways to Integrate

Create a connection experience that fits your existing processes and keeps your customers, targets, and team happy.  

We offer a variety of options for integration so that you can use the method that best fits your needs:

1. White-Labeled Web Portal

(No coding required)

Customers Access Strongbox Using Your Branded Portal.png

Give us your logo, colors, and desired copy, and you can have a fully branded web portal up in running in just a day. Share the simple URL and keep your digital customer experiences aligned across platforms.

2. Strongbox Widget

(Low-code - anyone can do it!)

Easily Add the Strongbox One-Click Connection Widget.png

Drag and drop the widget into your application or service. Set the fonts, colors, and other UI elements. and you are up and running in minutes.

3. Direct API Access

(Full customization via coding)​

simple-implementation@2x.png

Gives you full integration and customization into your existing application or service.

 

Data Collection Options

Strongbox makes it easy to collect all the information you need, and nothing you don’t. Connection workflows also include a description of the data being requested so your clients aren’t left in the dark.

 

Here is a subset of available collection options for your team:

 

Time Periods

Select up to 5 fiscal years plus year-to-date (including up to the current day if required) all at once rather than through multiple reports.

 

Basis

Reports can be extracted on an accrual, cash basis or both, so you will always the right information.

 

Anonymization

Ability to anonymize things like customer and vendor names, if required, to protect sensitive information of the company, such as their customer list.

 

Reports:

Select any or all of the following reports to extract from the accounting system:

  • Financial Statements: side-by-side income statements and balance sheets on a monthly, interim and annual basis so you don’t need to combine multiple reports yourself. Strongbox is also the go-to trial balance software for accounting firms, providing monthly trial balances.

  • Transaction Details: a full general ledger extract, delivered in a flat Excel database table, enabling you to filter, sort and pivot to run virtually any analysis you need on your own.

  • AR/AP Details: up-to-date, detailed monthly or year-end reports of open invoices and bills.

  • Revenue Details: see all revenue sources in one, central report by customer, product/service, location and more.

  • Customer / Vendor Lists: get a complete picture of the customers and vendors the company works with, including transactional information tied to each, to get a full picture of concentrations and trends.

  • Chart of Accounts: While Strongbox utilizes the standard mapping used in each accounting system, talk to our team about how you can create your own mapping templates.

 

Validation Checks

audit icon.png

Strongbox performs a comprehensive set of checks to uncover missing or questionable financial data. Over 50 checks are performed on each month of data to help identify anomalies.

Completeness Checks:

Out of date information

Missing historical periods

Missing amounts for account categories

Missing balance sheet activity

Trial balance

Reliability Checks:

Accounting equations and formulas

Period-over-period continuity

Missing correlations between account categories

Forensic accounting (Benford's Law & KS Test)

 

See Strongbox for Yourself!

Laptops with SB-EDF.png