inveazy how-to series: Accounting & integrations

Part 8 of the inveazy how-to series. Where money documents live, and where you connect payments, books, email, and API keys.

Series: ← Previous: Blog, assistant & files · Next → Mobile warehouse & scanning

Operational documents create the trail. Integrations connect the outside world. Keep keys in Admin — encrypted after save.

What you will do

This closing core guide is for finance and Tenant Admins after setup, CRM, SCM, and hub tools are in place.

• Find invoices, bills, and the finance view
• Open Admin → Integrations for providers and apps
• Know where BYOK keys and optional reporting access live
• Know where to go next (Help and Features & pricing)

Admin → Integrations

Accounting screens

When Accounting (and Inventory) are enabled, money documents sit with supply chain work:

• Customer invoices — amounts you bill after sales / shipments
• Vendor bills — amounts you owe after purchasing / receipts
• Income & expenses — cash entries when you need them
• Finance dashboard — P&L and cash-style views from posted activity

Letterhead on those PDFs comes from My organization (Post 3). Stripe checkout links on customer invoices use your workspace payment keys when configured.

Tip: The finance dashboard is analytics. Posting still happens on the document screens and cash-entry forms.

Integrations overview

Open Admin → Organization → Integrations. Tabs you will use most:

1. Applications — which hub modules are on for the workspace
2. Providers — QuickBooks, Stripe payments, shipping / maps
3. Email (SMTP) — outbound mail for the workspace when you override host defaults
4. AI assistant — models and BYOK keys for the workspace assistant
5. Sync status — QuickBooks sync health after you connect
6. Read-only database — optional SQL login for Power BI / Excel (tenant-scoped)

Paid customer installs use your Stripe and QuickBooks accounts — not platform marketing keys.

Integrations → Providers → Payments

Stripe, QuickBooks, and keys

Stripe (commerce / invoices) — connect under Providers → Payments, add webhook URL as documented in Help, then test a checkout or invoice pay link before go-live.

QuickBooks Online Connect — connect the company (realm) under Accounting providers, then use Sync status when products, customers, invoices, or bills should export.

BYOK (bring your own key) — AI assistant and optional stock-image providers accept keys on the Integrations tabs. Paste once, save, and store a copy in your password manager. The UI does not show the secret again after save.

Remember: Rotate SandBox demo passwords and never treat sample logins as production credentials.

Series wrap

You have walked the core path:

1. What inveazy includes
2. Subscribe and first setup
3. Company letterhead and public site
4. Users and roles
5. CRM and projects
6. Supply chain and store
7. Blog, assistant, and hub tools
8. Accounting and integrations

For product reference anytime, open Help from the hub. To choose a plan for your own site, visit inveazy.com/pricing.

What’s next

Continue with Mobile warehouse & scanning — receive, pick, and ship from a phone or scanner gun on the floor.

For in-app reference anytime after you sign in, open Help from the hub.