
Automation for Accounting Firms
Accounting and bookkeeping firms run on work that repeats. The same onboarding steps for every new client. The same document
We connect your CRM, accounting software, and everyday tools so information moves automatically between them — no more copying data by hand from one system to another.
Most businesses don’t start with a system integration services provider, they start with a no-code tool and a weekend project. That works, until a field name changes upstream, a rate limit gets hit during a busy month, or the person who built it leaves the company and nobody knows how it works. You just find stale customer data three weeks later, after it’s already cost you something.
Custom API development isn’t about building something fancier than Zapier or Make. It’s about building something that’s monitored, documented, and doesn’t depend on one person remembering how it works.
WHAT WE CONNECT
Your CRM should be the single source of truth for customer data — but only if it actually stays in sync with your invoicing tool, your support platform, and everything else that touches a customer record. CRM integration keeps every system updated automatically, so nobody's manually copying a new contact into three different places.
Xero integration services and QuickBooks integration services connect your books directly to your CRM, invoicing, and payment tools — so a new sale, an invoice, or a payment updates everywhere it needs to, without someone re-entering it.
Not every tool has an off-the-shelf connector. As an API integration company, we build custom API development for the specific tools in your stack that don't — matched to what your systems can actually handle, not a generic template.
Legacy system integration and ERP integration services are two of the areas most automation agencies avoid, because older systems don't always have modern APIs. We specifically work with these — connecting the tools you're not planning to replace anytime soon.
Google Workspace automation, Microsoft Teams, Slack, and the smaller tools your team relies on daily — connected so information doesn't need manual syncing between them either.
If your CRM, accounting software, and everyday apps each work fine on their own — but someone on your team is the one manually keeping them in sync — this is built for you. We’re not a SaaS integration agency trying to sell you a new platform to replace what you have. We build the connections between the tools you’ve already chosen.
Still copying data between two systems?
A no-pressure call to work out which connections are worth building first.
STACK
We build on top of your existing stack — not a replacement for it.
30 Integrations · All categories
HubSpot
CRM, marketing and sales in one platform
Pipedrive
Sales-first CRM built for small teams
Salesforce
Enterprise CRM and customer platform
GoHighLevel
All-in-one CRM built for agencies
Zoho CRM
CRM inside the wider Zoho suite
Monday.com
Work management with CRM boards
Xero
Cloud accounting for small business
QuickBooks
Accounting and bookkeeping software
FreshBooks
Invoicing and accounting for services
Sage
Accounting and payroll software
Zoho Books
Online accounting in the Zoho suite
Wave
Free accounting for small business
n8n
Source-available workflow automation
Zapier
No-code automation between apps
Make
Visual, scenario-based automation
Power Automate
Microsoft workflow automation
Pipedream
Developer-first integration platform
Workato
Enterprise integration and automation
Stripe
Online payments and subscriptions
PayPal
Payments and checkout, widely accepted
GoCardless
Direct debit and recurring collection
Square
Card payments in person and online
Wise
International transfers at real rates
Shopify
Hosted storefronts and order data
WooCommerce
E-commerce built on WordPress
BigCommerce
Hosted commerce for growing stores
Adobe Commerce
Enterprise commerce, formerly Magento
Google Workspace
Gmail, Drive, Docs and Sheets
Microsoft Teams
Chat, calls and shared channels
Slack
Team messaging and channels
Posted on Google Abdul AzizTrustindex verifies that the original source of the review is Google. I have worked with ZeltaCcode for almost 4 years, running several projects in Middle East, Australia and Europe. The projects I worked with ZeltaCode included, Mobile Apps, Web Apps and Ai & Automation Systems. There wasn't even one time I had any complaints, the team is professional, skilled, hardworking and goes above and beyond to make sure that you receive the best service. Definitely recommend them.Posted on Google Umberto FioreTrustindex verifies that the original source of the review is Google. I have been working with **ZeltaCode for about a year**, and I can confidently say that I am extremely satisfied with our collaboration. During this time, we have entrusted their team with several projects, including some complex ones, and what has impressed me the most is their **reliability and fast response times**. When working on technology projects, changes, unexpected issues, and new requirements are inevitable. Having a team that is always available, responsive, and able to find effective solutions quickly makes a real difference. I have particularly appreciated their ability to understand our needs, provide practical solutions, and support us throughout every stage of our projects, always maintaining a professional and collaborative approach. After a year of working together, I consider **ZeltaCode a reliable technology partner**, rather than simply a development provider. We will definitely continue working with them on our future projects. **Highly recommended!**
GUARANTEE
An integration is only worth having if it keeps working after the person who built it has moved on. That means it belongs to you, it is written down, and somebody is watching it.
01
We build on the tools you have already chosen and paid for. You will never be told the fix is a new platform, and we don't earn anything from you switching.
02
The integrations, the credentials and the documentation are yours. Nothing runs on a ZeltaCode-only platform, so the whole thing goes with you if you work with someone else later.
03
APIs change without warning. Under Ongoing Support we watch what we've built and repair it — you shouldn't be the one who discovers it three weeks later from stale data.
Covered from launch and for as long as Ongoing Support is in place
Straight answers about how we work, what things cost, and what happens after launch.
Ask it in a free consultation — no pitch, just answers.
Book a Free ConsultationNo. We connect the tools you already use and trust — we're not selling you a new platform.
That's what custom API development is for. If there's an API — and sometimes even if there isn't a documented one — we can usually still build the connection.
Yes. Legacy system integration and ERP integration services are two of the areas most agencies specifically avoid, and areas we specifically work in.
Zapier and Make are good tools for simple, low-stakes connections. Where we help is building integrations that hold up under real usage, handle edge cases properly, and don't quietly stop working when an upstream tool changes its API — with someone monitoring it, not just you finding out when something breaks.
That's covered under Ongoing Support. APIs change without warning — we monitor for that so you're not the one discovering it three weeks later.
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