One-Click Connections
Flexible Accounting System Integration
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:
Customizable Connection Experience
Three Ways to Integrate
Create a connection experience that fits your existing processes and keeps your customers, targets, and team happy.
With our cutting edge financial data analysis tools, we can 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)
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!)
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)
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:
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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.
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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.
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AR/AP Details: up-to-date, detailed monthly or year-end reports of open invoices and bills.
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Revenue Details: see all revenue sources in one, central report by customer, product/service, location and more.
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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.
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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
Strongbox performs a comprehensive set of checks to uncover missing or questionable financial data. Our financial data analysis tools perform over 50 checks 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)