Integrations
What InCite Connects To Your Ledger. Manage Live Connections In The App Under Dashboard → Connections.
Processors
Bank feeds use Plaid. Card and ACH collect invoice payments through Stripe. Payroll is processed by Gusto — InCite syncs the results into the books and does not sell a payroll plan.
Banking & cash
- Live. Plaid bank feeds, balances, and identity
- Finicity / Mastercard — planned. Alternative aggregation for institutions with specialized connectivity.
- OFX / QFX import — planned. Upload statement files when bank feeds are not available.
Payments & receivables
- Live. Stripe Checkout for customer invoices — card and ACH (US bank account)
- Live. Payout account you confirm during payments setup
- Live. InCite plan billing on Stripe
- PayPal & Square — planned. Wallet and card readers mapped into cash and fees.
Tax & commerce
- Avalara / TaxJar — planned. Sales tax determination, nexus, and filing connectors.
- Shopify & WooCommerce — planned. Sync orders into invoices and inventory-aware revenue recognition.
Payroll & benefits
- Live. Gusto — employees, pay runs, and journals in InCite; payroll processing stays on Gusto
- Rippling / ADP — planned. Additional payroll processors. Gusto is the live payroll connection.
Documents
- DocuSign / Dropbox Sign — planned. Engagement letters, W-9s, and approvals tied to customer records.
Platform & reliability
- Live. Organization-scoped sign-in
Signed in? Go to Connections.