Product guide

Accounting & HR

Accounting, contracts, HR and recruiting systems — the back-office records, connected read-only.

This category brings the numbers and paperwork behind the business into the same place as everything else — accounting ledgers, signed contracts and the HR system of record — each read through its own read-only API credential. Nothing here is ever written back: every connector only reads.

Two shapes recur. Xero and QuickBooks Online read an accounting ledger's own object graph — contacts, invoices, payments — and turn each row into a fact the assistant can total and cross-reference. DocuSign, PandaDoc and Dropbox Sign read signing platforms and bring in each agreement as its executed PDF. Personio and BambooHR read an HR system's employee directory as situated records. The credential is either your own app's Client ID, secret and a refresh token (Xero, QuickBooks, DocuSign) or a single API key (PandaDoc, Dropbox Sign, Personio, BambooHR) — see each connector's own setup guide for where its provider hands that out.

Choose by what the reader actually asks about — accounting for “who owes us what”, e-signature for “do we have the signed agreement”, HR for “who runs this team”. All seven deal in sensitive numbers or personal data, so put each behind the access group that should actually see it — finance, legal or HR — rather than leaving it company-wide by default.

The connectors

• Xero (accounting)Connect Xero to make the organisation's accounting searchable — contacts, invoices, credit notes, payments, bank transactions and the chart of accounts become situated facts with exact rollups, so…
• QuickBooks OnlineConnect QuickBooks Online to make the company's accounting searchable — customers, vendors, invoices, bills, payments, estimates, credit memos, refund receipts, sales receipts and the chart of…
• DocuSignConnect DocuSign to bring your agreements in as documents — each envelope's combined PDF with its signing state and parties, so “do we have a signed agreement with this supplier” answers from the…
• PandaDocConnect PandaDoc to bring your proposals, quotes and contracts in as documents — each one becomes its own PDF, the actual paper, carried with its signing state, so “what did we quote this customer,…
• Dropbox SignConnect Dropbox Sign (the HelloSign that was) to bring signature requests in as documents — each request's current PDF with its signing state and every signer's standing, who has signed and who is…
• Personio (HR)Connect Personio to make HR's own records searchable — each person becomes a situated record (name, role, team, office, dates), so “who runs marketing” and “when did the head of design join” answer…
• BambooHRConnect BambooHR to make HR's own records searchable — the employee directory becomes situated records (name, role, department, location, who they report to) and the who's-out calendar one rolling…
• HiBobConnect Bob to make the employee directory searchable — who works here, in what role, which department and site, who they report to — plus a rolling who's-out note. Read-only.
• DeelConnect Deel to make the global-workforce picture searchable — each contract becomes a document (type, status, worker, client entity, team, term, scope of work) and the people directory becomes…
• Greenhouse (recruiting)Connect Greenhouse to make hiring searchable — jobs, candidates and applications, each application carrying its current stage and linked to both its job and its candidate — so "where is the Berlin…
• Lever (recruiting)Connect Lever to make hiring searchable — job postings in full text, and the candidate pipeline with each opportunity's stage, headline and owner — so “who is in final round for the Berlin role” and…
• Workable (recruiting)Connect Workable to make hiring searchable — job ads in full text, and the candidate pipeline with each person's stage, job and headline — so "where is the sales-engineer search" answers from the ATS…
• Ashby (recruiting)Connect Ashby to make hiring searchable — job postings in full text, and candidates with their applications, each carrying its current stage and linked to its candidate — so “where is the Head of…

Last updated 20 Sep 2026