Integration Catalog

A Single Map Of What InCite Can Connect To Your Ledger. Manage Live Connections In The App Under Dashboard → Connections.

For Administrators
Each production integration needs vendor approval, security review, and monitoring. The in-app Connections page shows what is already live for your workspace and what still needs API keys.

Banking & cash

  • Plaid-style bank feeds, balances, and identity
  • Finicity / Mastercard ODS, Yodlee, Akoya - broader institution coverage
  • OFX/QFX upload when aggregation is not available
  • Cash application rules on imported bank lines

Payments & receivables

  • Stripe / PayPal / Square - cards and wallets into cash
  • ACH via treasury providers - vendor and payroll rails
  • Lockbox & check-scan APIs for paper-heavy workflows

Tax & commerce

  • Avalara, TaxJar, Sovos - sales tax and exemptions
  • Shopify, WooCommerce - order → invoice sync

Payroll & benefits

  • Gusto / Rippling / ADP Workforce APIs or payroll export files
  • Symmetry / Paychex engines layered on your tax schedules
  • 401(k) / HSA remittance files

Documents

  • DocuSign / Dropbox Sign for engagement letters and W-9s
  • Object storage for immutable PDFs, statements, and audit packs

Platform & reliability

  • Hosted authentication with organization-scoped access (when configured)
  • Job runners for sync, posting, and webhook retries
  • Observability for failed posts and feed health

Signed in? Go to Connections to see status badges and next steps.