Integrations
Your books, in step with the work.
Agency software integrations: invoices, payments and bills sync with QuickBooks Online, plus a public API and webhooks for everything else.
Pick a question. See where Frankly answers it.
Accounting
Connected
Invoices, payments and bills sync with QuickBooks Online.
INV-2207
Meridian
Payments recorded in QuickBooks flow back into Frankly, so nobody types them in twice.
Developers
Platform
Build on Frankly with the public API and webhooks.
Three ways Frankly connects.
QuickBooks Online
Invoices sync to QuickBooks, and payments recorded there flow back.
Bills
Bills you book in Frankly sync to QuickBooks too.
API and webhooks
Connect Frankly to the tools you already run.
From Frankly to the rest of your stack.
01
Connect your accounting
Connect QuickBooks Online, the accounting system your finance team already runs.
QuickBooks Online.
Accounting
Connected
02
Keep invoices and payments in step
Invoices and bills from Frankly sync to QuickBooks Online, and payments recorded there flow back, so the books and the work agree.
Invoices, bills and payments.
More on invoicingINV-2207
Meridian
03
Build what you need
Use the public API and webhooks to connect Frankly to the rest of your tools.
Public API, webhooks.
Developers
Platform
What integrations mean for your role.
Same connections, different questions. Pick yours.
Agency owners
“Will this fit how we already run?”
Owners keep QuickBooks Online, connected to the work.
QuickBooks Online
Invoices, payments, bills.
Bills
Sync to QuickBooks.
Payments
No re-keying.
Public API
Connect the rest.
Finance and operations
“Can I stop re-keying invoices?”
Finance teams see invoices, bills and payments reach the books without typing them twice.
QuickBooks sync
Invoices, payments and bills.
Payments flow back
From QuickBooks.
Invoice worksheet
Every line before you bill.
Bulk invoicing
Bill many projects in one pass.
Account leads
“Do I need to chase accounting for balances?”
Account leads see where each client stands without leaving Frankly.
Client balances
On the client record.
Payments in sync
From QuickBooks.
Email from Frankly
Send invoices from the app.
Invoice approvals
Before invoices go out.
Project and traffic managers
“Can our other tools hear about changes?”
Project managers can have the team’s tools connected through the API and webhooks.
Webhooks
Events your tools can listen to.
Public API
Build what you need.
Every project on one timeline
Inside Frankly.
Export to CSV
Take a schedule outside Frankly.
Agents
Agents do the legwork. You make the call.
Frankly’s agents work inside the system and inside your permissions. They propose; you accept.
More on agentsProposes, then waits
An agent suggests the change. Nothing happens until you accept it.
Sees only what you see
Agents inherit your permissions. No elevated access, ever.
Works where the money is
Agents work with your projects, estimates and finances, all within each user’s permissions.
Also in Integrations.
Connected where it counts.
QuickBooks Online
Invoices, payments and bills.
Bills
Sync to QuickBooks Online.
Payments
Recorded in QuickBooks, they flow back.
Public API
Build on Frankly.
Webhooks
Let your tools hear about changes.
The rest of Frankly.
Connect the books. Keep the work moving.
See Frankly’s integrations on real agency work in a walkthrough.