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Integrations
Operational software + accounting, on the same page
Level builds and operates the data layer between the operational platform your team uses every day (BuildOps, ServiceTitan, Jobber, Housecall Pro, FieldEdge, NetSuite FSM, Shopify, Toast POS, Athenahealth, Dentrix, SimplePractice, Aspire, LMN) and the accounting or ERP system that holds the books (QuickBooks, Finaloop, Sage Intacct, Spectrum, Foundation, Vista, Acumatica, NetSuite, Bill.com, Ramp).
Choose your systems to see documented product scope, what remains to confirm for the installed route, and the specific records to check before making a finance decision.
Browse by operational platform & industry
Start with the operational platform or industry stack your team uses, then choose its accounting or ERP destination.
BuildOps
Choose an accounting destination
Commercial field service and project operations platform
View BuildOps options →
ServiceTitan
Choose an accounting destination
Field service operations for trades businesses
View ServiceTitan options →
Housecall Pro
Choose an accounting destination
Residential field service operations platform
View Housecall Pro options →
Jobber
Choose an accounting destination
Field service operations for home-service businesses
View Jobber options →
FieldEdge
Choose an accounting destination
Field service software for residential trades, with equipment and maintenance-plan records
View FieldEdge options →
NetSuite Field Service Management
Choose an accounting destination
NetSuite FSM for scheduling, dispatch, service orders, customer assets, mobile field execution, inventory, and billing
View NetSuite Field Service Management options →
Shopify, Finaloop & Settle
Choose an accounting destination
Ecommerce storefronts, real-time ecommerce general ledgers, and inventory PO financing subledgers for DTC, apparel, and omnichannel brands.
View Ecommerce & Finaloop options →
Athenahealth, Dentrix & SimplePractice
Choose an accounting destination
Medical, dental, and mental/behavioral health EHR and practice-management subledgers paired with multi-entity QuickBooks Online or Sage Intacct.
View Healthcare & Clinic options →
Toast POS, MarginEdge & R365
Choose an accounting destination
Restaurant POS batch clearing, kitchen invoice line-item capture, third-party delivery commissions, and multi-unit hospitality accounting.
View Restaurant & POS options →
Aspire & LMN
Choose an accounting destination
Commercial and residential landscape estimating, crew time tracking, work-ticket earned revenue, and nursery purchasing handoffs.
View Aspire & LMN options →
Bill.com (BILL), Ramp & Gusto
Choose an accounting destination
SMB accounts payable clearing, corporate spend cards, PO bill matching, and multi-location or job-burden payroll allocation.
View AP, Spend & Payroll options →
All integration pairs by platform & industry
32 system-pair guides across 11 operational platforms and industry subledger stacks.
Field Service Management for commercial mechanical, electrical, plumbing, fire/sprinkler contractors
BuildOps → Spectrum
Construction accounting and business management (Viewpoint / Trimble)
Vendor-documented pair scope
BuildOps + Spectrum: invoices, payments and job cost. Follow one payment back to the operating invoice.
BuildOps → QuickBooks
Small-business accounting, Online and Desktop/Enterprise editions
Vendor-documented pair scope
BuildOps + QuickBooks: why the numbers can differ. Trace customer, property and job identity.
BuildOps → Sage Intacct
Cloud accounting for businesses reporting across companies and locations
Vendor-documented pair scope
BuildOps + Sage Intacct: dimensions (reporting labels such as company, department or project), WIP and invoice corrections. Follow an invoice void through the period state.
BuildOps → NetSuite
Cloud business management with field service and project accounting workflows
Vendor-documented pair scope
BuildOps + NetSuite: project budgets, job cost and WIP. Match job to project and subsidiary.
BuildOps → Bill.com
Supplier bills, payment approvals and related spending workflows
Confirm installed transfer route
BuildOps + BILL: supplier bills and job-cost support. Match the supplier bill to receipt and job.
BuildOps → Foundation
Construction accounting for general contractors and specialty subcontractors
Confirm installed transfer route
BuildOps + FOUNDATION: cost codes and payroll evidence. Test the full job-cost key.
BuildOps → Vista (Viewpoint)
Construction accounting and business management (Trimble)
Vendor-documented pair scope
BuildOps + Vista: job closure, contract items and WIP. Check job closure in both systems.
BuildOps → Acumatica
Cloud business management with a Construction Edition
Confirm installed transfer route
BuildOps + Acumatica: project mapping and change orders. Inspect company, project, task and cost routing.
NetSuite Field Service Management
Field Service Management native to the NetSuite ecosystem
ServiceTitan
Field Service Management for residential + light commercial trades
ServiceTitan → QuickBooks
Small-business accounting, Online and Desktop/Enterprise editions
Vendor-documented pair scope
ServiceTitan + QuickBooks: pricebook and membership checks. Tie pricebook categories to the actual posted account.
ServiceTitan → Sage Intacct
Cloud accounting for businesses reporting across companies and locations
Vendor-documented pair scope
ServiceTitan + Sage Intacct: entity and dimension review. Compare company-specific records before consolidation.
ServiceTitan → Spectrum
Construction accounting and business management (Viewpoint / Trimble)
Confirm installed transfer route
ServiceTitan + Spectrum: service and project billing scope. Choose the billing authority for hybrid work.
ServiceTitan → Bill.com
Supplier bills, payment approvals and related spending workflows
Confirm installed transfer route
ServiceTitan + BILL: receipt matching and AP approval. Join the PO (purchase order), receipt and supplier bill before approval.
ServiceTitan → Acumatica
Cloud business management with a Construction Edition
Confirm installed transfer route
ServiceTitan + Acumatica: branch and billing handoffs. Identify the installed connector and supported records.
Jobber
Field Service Management for residential / small commercial home services
Jobber → QuickBooks
Small-business accounting, Online and Desktop/Enterprise editions
Vendor-documented pair scope
Jobber + QuickBooks: recurring revenue and job-cost windows. Check the invoice trigger before calling a record missing.
Jobber → Sage Intacct
Cloud accounting for businesses reporting across companies and locations
Confirm installed transfer route
Jobber + Sage Intacct: historical job and entity reporting. Retain recurring-job windows during migration.
Jobber → Bill.com
Supplier bills, payment approvals and related spending workflows
Confirm installed transfer route
Jobber + BILL: supplier evidence and job-cost coding. Attach the supplier bill to the correct job.
Jobber → Xero
Cloud accounting for small businesses
Vendor-documented pair scope
Jobber + Xero: sync rules, tracking categories and sales tax. Define the pre-connection set of records explicitly.
Housecall Pro
Field Service Management for residential home-service businesses
Housecall Pro → QuickBooks
Small-business accounting, Online and Desktop/Enterprise editions
Vendor-documented pair scope
Housecall Pro + QuickBooks Integration: Invoice, Payment, and Close Controls. Inspect the existing invoice after a revision.
Housecall Pro → Sage Intacct
Cloud accounting for businesses reporting across companies and locations
Confirm installed transfer route
Housecall Pro + Sage Intacct: invoice identity and accrual review. Preserve invoice identity rather than substituting job number.
Housecall Pro → Xero
Cloud accounting for small businesses
Confirm installed transfer route
Housecall Pro + Xero: invoice links and reporting scope. Confirm the route before reusing QuickBooks instructions.
FieldEdge
Field Service Management for residential HVAC, plumbing, electrical
Ecommerce, Apparel & 3PL (Shopify, Finaloop, Settle)
Omnichannel Retail, DTC Brands, Wholesale & Inventory Subledgers
Shopify → Finaloop + Settle
Real-Time Ecommerce Ledger & PO Working Capital
15-row Shopify Reconciliation Report & bank queue checks
Verify Finaloop's 15-row Shopify Reconciliation Report (Unfulfilled orders, Void/Canceled, Excluded channels), clear the 'Waiting for your input' bank queues, and link Settle PO financing bills to loan principal and fee splits.
Shopify → QuickBooks Online + A2X / Cin7
SMB Accounting + Clearing & Landed-Cost Inventory
Gateway clearing & ASC 330 FIFO tie-out
Reconcile gateway clearing balances across Shopify Payments, Stripe, and Amex; separate prepaid factory supplier advances from received 3PL/FBA stock under ASC 330 FIFO; and match wholesale buyer remittance deductions.
Healthcare, Dental & Outpatient Clinics (EHR / PM)
Outpatient Medical, Mental & Behavioral Health, Dental DSOs & MSO-PC Groups
Athenahealth / Dentrix / Open Dental → QuickBooks Online / Sage Intacct
Multi-Entity Healthcare & DSO General Ledger
Gross production to net collectible & ERA 835 cash bridge
Bridge gross EHR production to net collectible revenue, separate CareCredit and Sunbit patient financing fees from associate doctor production, and eliminate MSO-to-Clinical PC Due From / Due To variances.
SimplePractice / Jane / TherapyNotes → QuickBooks Online
Outpatient, Group Care & Behavioral Health Clinics
1-on-1 vs. group session margin & claim-to-cash cutoff
Align EHR charge capture, contracted payer allowables, and ERA 835 remittances on a single cutoff, track 1-on-1 versus group-care session margins after clinician payroll burden, and reserve uncollectible patient deductibles.
Restaurants, Cafes & Multi-Unit Hospitality (Toast, MarginEdge)
Point-of-Sale Batch Clearing, Delivery Marketplaces & Kitchen COGS
Toast / Square POS + MarginEdge → QuickBooks Online / R365
Restaurant POS Clearing & Prime-Cost Accounting
Daily POS deposit batch & AP commissary tie-out
Zero out daily POS clearing accounts within 2 to 3 business days, record DoorDash and UberEats at gross menu price with 15% to 30% commissions in operating expense, hold Resy and SevenRooms deposits in Unearned Liability, and price commissary transfers.
7shifts / Dolce + Gusto → QuickBooks Online / Restaurant365
Kitchen vs. FOH Labor, Tips Liability & Stub Accrual
Tipped minimum wage & stub-period labor accrual
Reconcile POS collected tips against payroll disbursement registers so Tips Payable zeros out every pay cycle, and accrue stub-period kitchen and front-of-house wages at month-end.
Landscaping, Lawn & Snow Removal (Aspire, LMN)
Commercial & Residential Landscape Maintenance, Design-Build & Snow
Aspire / LMN + Bill.com → QuickBooks Online / Sage Intacct
Landscape ERP, Work-Ticket WIP & Nursery AP Match
Work-ticket earned revenue & division labor separation
Match Bill.com nursery and hardscape vendor bills against Aspire PO receipts, separate Maintenance, Design-Build, and Snow division labor (including non-billable windshield time), and capitalize inbound nursery freight under ASC 330.
LMN Time + QuickBooks Online → Job Cost & Overhead Recovery
Landscape Estimating vs. Actual Crew Hours
Budgeted vs. actual crew-hour & equipment recovery
Compare LMN Time exported payroll hours and unbilled drive/yard time against QuickBooks job-cost reports before relying on budgeted MORS overhead recovery.
SMB Accounts Payable, Spend & Payroll (Bill.com, Ramp, Gusto)
Cross-Industry AP Clearing, Corporate Cards & Burdened Payroll Allocation
Bill.com (BILL) → QuickBooks Online / Sage Intacct
AP Approval, ACH / Check Clearing & PO 3-Way Match
Bill.com Money Out Clearing & Accrued Purchases tie-out
Reconcile the Bill.com Money Out Clearing account at month-end for voided checks and multi-entity disbursements, and map PO-linked vendor bills against Accrued Purchases so field or inventory POs never double-post to COGS.
Ramp / Brex + Gusto / Rippling → QuickBooks / Finaloop
Corporate Card Rules, Bill Pay & Burdened Payroll
Duplicate ACH debit guard & job/location payroll allocation
Prevent Ramp or Brex Bill Pay ACH debits from double-expensing open AP bills, split mixed card receipts across classes or jobs, accrue stub-period wages at month-end, and allocate payroll burden across jobs, clinics, or store locations.
How Level's integrations work
Start with the finance decision and linked records
Investigate source records, the installed route, cutoffs and documented vendor limits before identifying a cause. If the evidence shows an operating-model gap, define the job, customer, property, cost code, labor, billing, retainage and recognition relationships needed for the finance decision. Level can scope that model and its acceptance checks. The investigation can also identify a different cause or find no defect.
Primary-source research
Each guide distinguishes documented vendor behavior from configuration questions and Level's proposed finance checks. Sources support specific facts without certifying every installed connector.
Specific record checks
Compare invoice revisions, payment applications, job-cost keys, reporting windows and period state. Identify the record population and owner before diagnosing a defect.
Unified data layer
Scope the missing evidence using supported APIs, approved exports or permitted browser workflows. Keep human approval and verified posting separate from an AI-prepared comparison.
Free data-layer audit
Your stack does not need another dashboard. It needs one trusted operating record.
We review the path from operational work to invoice to payroll to books, then identify whether the supplied records support the needed job, customer, class, location, item and labor links. Missing support becomes an explicit exception to review; the assessment may find no defect.
We check for:
- • missing job, account, class, location, and item dimensions
- • payroll hours that cannot be tied back to billed work
- • quote, invoice, payment, retainage, and revenue-recognition drift
- • AI automation opportunities worth building first
Simple pricing
Three tiers, one ladder.
$500+/mo
Bookkeeping
The clean data layer: monthly books, reconciliations, and organized financials AI can work with.
$1,500-$5,000/mo
Scale
The full AI operating layer: custom agents, weekly actions, and benchmarks to grow margin per hour.
Custom
Platform / Multi-Office
Multi-branch benchmarking and scorecards for PE-backed and multi-location groups.
Let's get your stack on the same page
Free data-layer audit: review the supplied records from your current operational and accounting setup, identify supported and unresolved links, and define what to verify next.
No commitment. Real numbers, not generic advice.