How connections work
Wherever a login exists, the connection is OAuth: you authorise it, we never hold the password, and you can revoke at the provider any time. Tokens expire; when one lapses the integration shows disconnected and reconnecting resumes where it left off — nothing is lost.
Xero
Connected per client organisation, from Settings. Inbound: the chart of accounts, tax rates, tracking categories and contacts — what Bills codes against, with nominal mapping (and automap) to your standard layout. Outbound: publishing a bill creates the purchase invoice with the source document attached. Financials syncs the ledger for management accounts.
Microsoft 365 — three distinct grants
- Sign-in. “Continue with Microsoft” — authentication stays with your identity provider, accounts are never auto-created.
- The shared bills mailbox. An application-level grant that lets AccountantOS poll the practice’s bills inbox for forwarded invoices.
- Personal, delegated. Each user can connect their own mailbox — for send-as-me email (proposals, chasers go from your address) and for scanning connected client mailboxes for invoices. Managed in Profile.
Companies House
Search and ingest clients from the register; officers import into AML; filing deadlines flow into Tasks and the calendar; a scheduled refresh keeps registered details current. Nothing to authorise — it’s the public record, used properly.
Staffology
Connected once at practice level with your Staffology API key (stored encrypted). Employers are matched to clients — automatically where names align, manually otherwise — then employees and payslips sync into Payroll, read-only.
Teams & Slack
Link a client’s channels and messages relay between them and the knowledge base — both directions, per-channel, on a short sync cycle. A message in Slack reaches Teams in one pass.
Sumsub (AML)
Screening checks and ongoing monitoring run against Sumsub; results come back for adjudication, and monitoring alerts arrive on signed webhooks — see Webhooks for the machine detail.
AI, inside the product
Three uses: bill field extraction, client summaries, and drafting automation rules. Usage is metered per client so the cost is visible — see the AI spend view. Nothing the AI produces publishes itself; a person reviews extractions before Xero and drafts before rules run.
The bills email address
bills+<clientslug>@accountantos.co.ukCopy the exact address from the client’s profile. Details in Bills & AP.