Your Tools, One Workflow
Stop copy-pasting between tabs. Invoice My Clients plugs directly into your accounting, payments, storage, and automation stack, so your data moves and you do not have to.
01 / Integrations
Connect the tools you already use
Invoice My Clients connects to QuickBooks Online, Xero, Stripe, Slack, and Google Drive, with a REST API and webhooks for everything else. API keys and the REST API are on the Professional plan and above; AI assistants such as Claude and ChatGPT connect through the MCP server on any plan by signing in. Zapier and Make connect through the API (beta); there are no native apps yet. For Money Manager Ex there is a file export: download your client payments as a CSV or QIF file and import it.
Enter your data once and it shows up everywhere: your accounting platform, your spreadsheets, and your automation tools. Per-invoice sync badges and a live dashboard mean you always know exactly where your data lives.
- Invoices and payments sync to QuickBooks Online and Xero (Professional and above).
- Back up every invoice PDF to Google Drive and Sheets.
- Automate with Zapier or Make through the REST API (beta, Professional and above).
- Build on the REST API (Professional and above) and webhooks.
02 / Capabilities
What you can connect
What connects today, and how each one moves your data.
Accounting sync
Invoices and payments sync to your QuickBooks Online or Xero company as they happen, and QuickBooks customers are imported as clients. Payments recorded in your books are imported on request from the integration card. Payout deposits with fees, credit notes and automatic read-back are in final testing and not live yet.
Cloud storage
Every invoice PDF backed up to Google Drive the moment it is created, and invoice rows piped straight into Google Sheets for custom reports.
Automation platforms
Connect Zapier, Make or any platform through our REST API and webhooks (beta), with triggers on new invoices, payments, and overdue balances. There is no native Zapier app yet. The REST API needs an API key, which is on Professional and above.
REST API and webhooks
REST endpoints to list and create invoices and clients and to manage remittance advice, authenticated with an API key, plus signed webhook events as things happen. API keys and the REST API are on the Professional plan and above; Free and Starter have no API access.
Enterprise security
OAuth flows, encrypted data in transit and at rest, and granular permission controls. We never store your passwords.
Real-time status
Per-invoice sync badges and a live dashboard show what synced, what failed, and what was skipped, in real time.
03 / Process
How it works
Authenticate
Sign in with your existing account. OAuth keeps credentials secure and we never store passwords.
Configure
Connect your company under Settings, then Integrations. Invoices and payments sync from then on.
Auto-sync
Data flows on its own. The sync engine routes each event to every connected platform.
Confirm
Each integration reports success or failure, and per-invoice badges update so you always know what synced.
04 / FAQ
Integration FAQs
Which integrations are available?
QuickBooks Online, Xero, Stripe, Slack, and Google Drive today, plus a REST API (Professional and above) with webhooks and a Money Manager Ex file export (CSV or QIF, on every plan). Zapier and Make connect through the API in beta; there are no native Zapier, Make, or other apps yet.
How does the data sync work?
When an invoice is created or updated, the event is captured, routed to your active integrations, synced over encrypted connections, and confirmed, with per-invoice badges updating in real time.
Is my data secure?
Yes. We use OAuth flows, encrypt data in transit and at rest, and apply granular permission controls. We never store your passwords.
How long does setup take?
Minutes, not meetings. Authenticate with your existing account, choose what to sync and how often, and data starts flowing automatically.
Ready to wire it all together?
Start syncing invoices, payments, and contacts with the platforms you already use.
Setup takes minutes, not meetings. No credit card required.
- Payments processed by StripeCard numbers never touch our servers
- Encrypted in transit and at restHTTPS only, on AWS encrypted storage
- Passkeys and two-step sign-inOptional authenticator-app codes
- Free plan, no card requiredUpgrade only when you need to