Integrations
Connect Your Accounting Data
James Analytics integrates with the tools you already use. Connect in minutes, get financial clarity instantly.
QuickBooks Online
Connect your QuickBooks Online account for automatic transaction syncing. James imports your chart of accounts, transactions, invoices, and vendor data — then generates financial statements, KPIs, and forecasts from your real numbers.
- Automatic transaction sync
- Chart of accounts mapping
- Invoice and bill tracking
- Multi-entity support
Xero
Sync your Xero organization with James for real-time financial visibility. Supports multi-currency organizations, bank transactions, invoices, contacts, and manual journals.
- Real-time transaction sync
- Multi-currency support
- Bank reconciliation data
- Contact and invoice tracking
Puzzle.io
Connect Puzzle.io for modern, AI-powered accounting data. Puzzle's automated bookkeeping pairs perfectly with James's financial planning — clean categorization flowing into accurate statements and forecasts.
- Automated bookkeeping sync
- AI-categorized transactions
- Clean chart of accounts
- Startup-friendly data model
CSV Upload
No accounting software? No problem. Upload transaction data via CSV files with our smart mapping tool that automatically detects columns and categorizes your data.
- Smart column detection
- Automatic categorization
- Multiple file formats
- Bulk historical import
Connected in Minutes
Every integration follows the same simple process.
Authorize
Click "Connect" and sign into your accounting platform. We use secure OAuth authentication — James never stores your login credentials.
Sync
James imports your chart of accounts and transaction history. Initial sync takes 2-5 minutes depending on data volume.
Analyze
Your financial statements, KPIs, and dashboards populate automatically. Start asking questions and building forecasts immediately.
Enterprise & Custom
Need a Different Integration?
We can build integrations with virtually any data source. If your business uses specialized accounting software, an ERP system, a proprietary database, or any other platform — we can connect it.
Enterprise Accounts
Enterprise plan customers can request custom integrations as part of their subscription. Our team works directly with you to connect your data sources, map your chart of accounts, and ensure data flows correctly into James.
Custom Software Builds
Need something more complex? Our custom software team builds full integration pipelines — from ERP connectors to data warehouse syncs to real-time API bridges. Fixed pricing, no surprises.