What Are Accounting Integrations In Everflow Pay?

Everflow Pay's Accounting Integration connects your payment operations directly to your accounting software. When payments are approved, the corresponding Bills and Bill Payments appear in your books automatically — in seconds, not days.

This means your finance team spends less time on manual data entry and more time on the work that actually matters.

Animated walkthrough of the Accounting Integration setup in Everflow Pay

What You Get

Automatic record creation — Bills and Bill Payments sync to your accounting software the moment a payment is approved
Smart payee-to-vendor mapping — Link your Everflow Pay payees to existing vendors or contacts in your ERP once, and every future payment flows to the right place
Near real-time visibility — Track every sync status directly from the Everflow Pay dashboard without switching between tools
Scales with your business — Whether you're processing 15 payments a month or 5,000, the integration handles it the same way
Accountant-controlled approvals — Syncs only happen when your finance team approves a payment, keeping your team in control

Note Accounting Integrations only reconcile Invoices paid via Everflow Pay — other payment methods are not supported.

Supported Accounting Software

Important

QuickBooks Desktop is not supported. If your organization uses QuickBooks Desktop, you'll need to migrate to QuickBooks Online before connecting. NetSuite requires a slightly more involved initial setup — you'll need to create an application in your NetSuite admin dashboard. The setup wizard includes a step-by-step guide. See Connecting Your Accounting Software To Everflow Pay for details.

Where To Find It

Accounting Integration is located in your Everflow Pay menu:

Menu → MANAGE → Accounting Integration

You can also get started from your Dashboard — look for the Accounting Integration card and click Connect Now (or Configure Now if you've already selected a provider).

Everflow Pay Dashboard showing Accounting Integration card with Connect Now button

The 3-Step Setup

Setup takes about 5-10 minutes and follows a consistent 3-step flow:

Connect Your Software

Integrate your Accounting Software with Everflow Pay. You'll authorize secure data sharing and select your preferred configuration options.

Map Your Payees

Map your Payees to existing Vendors or Contacts in your accounting software. This is the only manual step — and you only do it once.

You're Done

That's it. From now on, every approved payment automatically creates the right records in your books.

How Payments Flow Through Everflow Pay

A quick refresher on the payment lifecycle, and where Accounting Integration plugs in:

STEP 1

Invoice created on Core Platform

STEP 2

Approved on Core Platform

STEP 3

Payment object created in Everflow Pay

TRIGGER

STEP 4

Approved in Everflow Pay → Bill created

STEP 5

Payment succeeds → Bill Payment created

Core Platform approval (step 2) and Everflow Pay approval (step 4) are separate events. An invoice can sit approved on Core Platform for days before an accountant reviews it in Everflow Pay. No sync happens until Everflow Pay says "go."

Terminology Quick Reference

The two items Everflow Pay reconciles are Invoices and Payments. The nomenclature differs between ERPs — you might be used to words like "Bills", "Bill Payments", or "Expenses". Here's how terms map across platforms:

Everflow Pay	QuickBooks Online	NetSuite	Xero
Payee / Partner / Affiliate	Vendor	Vendor	Contact
Invoice	Bill	Vendor Bill	Bill
Payment	Bill Payment	Vendor Payment	Bill Payment
Expense Account	Account	Expense Account	Expense Account
Funding Wallet	Bank Account	N/A	Bank Account