Connect the tools you already use. KPilot keeps them in sync.
Connect QuickBooks, Gusto, Jira and Microsoft. KPilot matches clients, people and projects across them once, then keeps reading new data automatically.
QuickBooksIntuit QBO · accounting mirrorMesabrook Advisory LLC · synced 4 min ago
GustoPayroll · United StatesNightly import · October closed from payroll
Microsoft Entra IDDirectory syncNightly · 64 people matched
Azure DevOpsWork items · user-story publicationOn · 12 stories published
ExpleeHot leads into SalesEvery 10 minutes · 3 leads this weekWhat each integration brings in
Mesabrook’s connections, and how their data is matched.
Sync QuickBooks both ways
Invoices, payments, credit memos and customers sync as they change, along with expense totals per account. KPilot only creates an invoice in QuickBooks after finance approves it.
- One QuickBooks company per KPilot company
- Your item, tax and payment terms on new invoices
- Sandbox companies for testing
Mesabrook Advisory LLCSynced 4 min ago · KPilot company: Mesabrook Advisory LLCConnectedAn invoice is created in QuickBooks only once finance approves the request in KPilot. 11 customers mapped.
Use actual payroll costs
Gusto sends employer taxes and benefits for each pay run. Once a month is paid, KPilot uses the payroll figures for every hour in that month.
- Nightly import or run on demand
- Import the last 12 months on day one
- ERPNext payroll for other countries
Mesabrook Advisory LLC → Mesabrook Advisory (Gusto)America/ChicagoMatch records across tools
KPilot suggests matches for customers, employees, Jira boards, leave types and accounting projects, each with a confidence score. You confirm them.
- Accept all strong matches at once
- Unmatched items counted on the dashboard
- Reviewed before anything is linked
Map expense accounts to your budget
Attach each expense account to a budget line or cost center. Strong matches are attached at once, and Orkestra suggests the rest for you to review.
- Coverage of booked expenses
- Strong matches at 80% or higher
- Suggestions reviewed one by one
Sync people and sign-in from Microsoft
Entra ID syncs contact details, managers and photos every night and lets people sign in with Microsoft. Approval emails include Approve and Reject buttons in Outlook.
- Choose what to sync
- Filter by domain
- Secure link when Outlook buttons are unavailable
All your connections in one place
Each connection shows its schedule, its last sync and what changed. Test it from its menu at any time.
QuickBooks OnlineAccounting mirror; invoices created on approvalGustoUS payroll; actual cost for closed monthsAzure DevOpsUser stories published as work itemsMicrosoft Entra IDDirectory sync and Microsoft sign-in
ERPNextInvoice mirror, invoice creation and payroll
MyUnisoftFrench books: sales invoices and expense actualsExpleeHot leads into Sales, every 10 minutesQuestions
Which accounting tools do you read?
QuickBooks Online, ERPNext and MyUnisoft today. Each KPilot company can connect its own.
Can we connect several QuickBooks companies?
Yes, one per KPilot company, and the group P&L brings them together with eliminations.
Does KPilot write to QuickBooks?
Only invoices, and only once finance approves the request in KPilot. Everything else is read.
Who can set connectors up?
People with the settings permission, across the group or on their own company.
What if we use a tool you don’t connect to?
Use the Leads API for leads, or import a spreadsheet: Orkestra matches the columns, you confirm them.
Connect the tools you already use.
Bring in QuickBooks, Gusto and Jira, and get one P&L.