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Introduction
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.
What You Get
- Automatic record creation — Bills and Bill Payments sync to your accounting software the moment a payment is approved
- 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
Supported Accounting Software
Where To Find It
Accounting Integration is located in your Everflow Pay menu:
You can also get started from your Dashboard — look for the Accounting Integration card on the right. Before you’ve connected it says Connect Now, once you’ve picked a provider it says Configure Now, and once you’re up and running it shows your sync status instead.
How Setting Up Works
Setting up is short. Most of it takes a few minutes, though pulling your vendors and accounts across from your accounting software runs in the background and can take longer if you have a lot of them. You don’t have to wait on the screen for it — Everflow Pay emails you when your data is ready. Here’s the shape of it:
How Payments Flow Through Everflow Pay
A quick refresher on the payment lifecycle, and where Accounting Integration plugs in:
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."
Two Kinds of Syncing
It’s worth knowing the difference, because you’ll see both:
- A sync is a record Everflow Pay sends to your accounting software — a Bill or a Bill Payment. These are what the Syncs tab lists.
- A refresh pulls your vendor and account lists from your accounting software, so you can map your Payees. These are the Refresh Vendors and Refresh Accounts buttons, and they run in the background.
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 |
You'll see these terms used throughout the Accounting Integration UI.
Next Steps
- Ready to connect? Connecting Your Accounting Software To Everflow Pay
- Want to understand syncs? How Accounting Syncs Work In Everflow Pay
- Need to manage payee-vendor mappings? Understanding & Managing Payee-To-Vendor Mapping In Everflow Pay
