Accounting integrations
Pull expense, transaction, vendor, and category data from accounting systems.
Use accounting integrations when Doow needs finance-confirmed spend from your books.
Accounting data is different from usage data. Usage sources show what people or systems consumed. Accounting sources show what the company paid, which vendor was paid, when the expense was recorded, and which account category owns it.
Supported providers
- QuickBooks Online
- Xero
- FreshBooks
- NetSuite
- Sage Intacct
- Microsoft Dynamics 365 Business Central
- Other providers shown during the connection flow
When to use accounting
Connect accounting when the review depends on finance records:
- Compare software usage against actual expenses.
- Confirm vendor spend before renewal review.
- Find expenses split across subsidiaries, entities, vendors, or account codes.
- Reconcile contract value against recorded transactions.
Use a usage source instead when the missing data is activity, tokens, API calls, requests, or app usage.
How to connect
- Go to Company Settings, then Integrations in your Doow workspace.
- Find your accounting platform and select Connect.
- Complete the secure accounting linking flow.
- Select your accounting provider if it is not already selected.
- Sign in with an accounting admin account approved for reporting.
- Approve read access for the expense and transaction data Doow imports.
- Select the expense categories, account codes, entities, or subsidiaries for Doow to include if prompted.
- Wait for Doow to verify the connection and begin the initial expense sync.
Doow does not receive your accounting login password. You authorize access through the accounting provider or secure linking flow, and Doow stores the authorization needed to sync approved expense data.
What Doow reads
| Field | Description |
|---|---|
| Vendor name | The supplier or payee on the expense |
| Amount | The total amount of the expense |
| Currency | Currency reported by the accounting system where available |
| Transaction date | When the expense was recorded |
| Description | The line-item description on the expense |
| Account category | The account code or category the expense is filed under |
| Entity or subsidiary | Business entity, subsidiary, or location where the provider returns it |
| Transaction ID | Provider record identifier used for reconciliation and deduplication |
What Doow does not read
- Payroll expenses or employee compensation entries
- Banking credentials or account numbers
- Bank balances or live cash positions
- Tax filings, payroll journals, or employee reimbursement details outside the selected expense sync
- Balance sheet or profit-and-loss data beyond the expense records Doow imports
- Data outside the selected expense categories, account codes, entities, or subsidiaries
How expense data is used in Doow
Spend verification: Doow matches expenses from your accounting platform against apps in your software catalog. That gives each tool a finance-confirmed spend figure.
Contract reconciliation: When a contract is recorded for an app, Doow compares contract value against recorded expenses so finance can review differences before renewal.
Cost attribution: Expense categories, entities, subsidiaries, and vendor names help Doow group spend by tool, team, or finance owner.
Selecting expense categories
During setup, choose the expense categories or account codes that contain the software and SaaS spend Doow needs. Selecting only relevant categories keeps the sync focused and prevents unrelated expenses from appearing in your catalog.
Confirm the sync worked
After connecting, open the integration detail page from Company Settings, then Integrations. A healthy accounting sync shows a connected state, a recent sync timestamp, and imported expense records from the selected categories, account codes, entities, or subsidiaries.
If no expenses appear, confirm that the selected categories contain software or SaaS spend and that the connected accounting user can read those transactions.
Troubleshooting
Use these checks when expense data is missing or incomplete:
- Confirm the connected accounting user can read expense transactions.
- Confirm the selected categories or account codes contain software spend.
- Confirm the transaction date range includes the expenses you expect.
- Confirm the correct entity, subsidiary, or location is included when your accounting system separates books that way.
- Check the integration event log for permission or sync errors.
Accounting-specific checks
| Symptom | Likely cause | Next action |
|---|---|---|
| Connection succeeds but no expenses appear | The selected categories do not contain software or SaaS spend | Reopen setup and select the account codes that contain software expenses |
| Vendor totals look incomplete | Spend is split across multiple vendors, subsidiaries, or account codes | Confirm the expense categories and entities included in the sync |
| Expenses are present but unrelated | Too many account categories were selected | Narrow the sync to software, SaaS, IT, or other relevant categories |
| Currency or entity data looks wrong | The accounting provider records the expense under a different entity or currency | Confirm the provider record and adjust the included entity or subsidiary |
Disconnecting
Go to Company Settings, then Integrations, find your accounting platform, and select Disconnect. Doow deletes the stored authorization immediately. Expense records already imported into Doow are retained until you delete them or your retention settings remove them.
Next steps
After expenses appear, connect a usage source if Doow needs to compare spend against consumption. Connect an identity provider when the review needs users, groups, or app ownership.