The 13 Best Drake Integrations in 2026

Connecting Drake to your other business software is the key to automating financial workflows, eliminating double-entry, and creating a single source of truth for your data. A well-integrated system saves countless hours and reduces the risk of human error in your billing and accounting processes. This guide provides a detailed look at the 13 best and most valuable integrations for Drake in 2026, helping you build a more efficient and powerful tech stack.

1. Salesforce

As the undisputed leader in Customer Relationship Management (CRM), the Salesforce integration turns Drake into an end-to-end client management powerhouse. It syncs customer data, sales opportunities, and contracts directly into your billing system. When a deal is marked "Closed-Won" in Salesforce, an invoice can be automatically generated in Drake, creating a fluid transition from sales to finance. This is ideal for established businesses with dedicated sales teams that need to keep financial and client data perfectly aligned across departments.

• Pros:
  • Creates a seamless workflow from lead to final payment.
  • Eliminates manual data entry between sales and accounting teams.
  • Highly scalable and customizable to fit complex sales cycles.
  • Provides a 360-degree view of the customer, from initial contact to payment history.
• Cons:
  • Setup can be complex, often requiring API configurations and specific field mapping.
  • Salesforce itself comes with a steep learning curve and high subscription costs.
  • May be overly powerful and expensive for smaller businesses or solo practitioners.
• Pricing:
  • Integration is typically available through the Salesforce AppExchange; pricing depends entirely on your specific Salesforce plan and any third-party connector fees.

Who it's best for: Businesses with dedicated sales teams and complex CRM workflows that need robust synchronization between their sales and billing systems.

2. HubSpot

HubSpot offers an all-in-one platform for marketing, sales, and service, and its integration with Drake brings invoicing and payments directly into the celebrated HubSpot CRM. You can track customer interactions, payment statuses, and invoice history all within a single contact record. The integration enables automated workflows, such as sending a follow-up email when an invoice becomes overdue or tagging a customer as "high-value" after a certain payment threshold is met. It’s an accessible yet powerful alternative to Salesforce for growing businesses.

• Pros:
  • Offers a generous free CRM tier, making it accessible for startups and SMBs.
  • User-friendly interface is easier to learn than Salesforce.
  • Automated workflows can trigger actions based on Drake payment statuses.
• Cons:
  • Paid plans can become costly as you add more functionality or contacts.
  • The depth of integration may not be as exhaustive as Salesforce for advanced customizations.
• Pricing:
  • Plans range from free to enterprise-level packages, typically starting at $0 per month for the sales and marketing hubs.

Who it's best for: Small and growing businesses that want a unified CRM and billing system without a large budget.

3. Pipedrive

Pipedrive is a sales-focused CRM designed to simplify the process of managing deals. When integrated with Drake, it turns your sales pipeline into a revenue-generating machine. The integration automates invoice creation the moment a deal is marked "Won" in Pipedrive. It syncs customer information to ensure billing accuracy, reducing time spent transferring data manually. This combination is perfect for businesses that prioritize intuitive visual sales management and precise workflows.

• Pros:
  • Easily sales-focused approach that is easy to understand and use.
  • Reliable and seamless invoice creation from deals won.
  • Affordable pricing plans for small and medium businesses (SMBs).
• Cons:
  • Functionality is focused solely on sales; not as comprehensive for marketing and service.
  • Limited customization in the free tier.
• Pricing:
  • Plans start at $15 per month.

Who it's best for: Sales-focused SMBs that want to streamline their sales-to-invoice process.

4. Shopify

E-commerce is a must, but managing it day-to-day to keep track of sales, payments, and customer records across platforms is crucial. The integration with Drake automates invoicing, order tracking, refunds, and data corrections with ease. For online businesses, this is a must-have to ensure efficient financial management.

• Pros:
  • Comprehensive e-commerce platform with add-on tools.
  • Robust integration seamlessly with third-party apps.
  • Scalable to handle large order volumes and growth.
• Cons:
  • Costs can depend on third-party apps connected, which can add up and increase complexity.
  • Setting up the integration can require technical expertise.
• Pricing:
  • Plans start at $29 per month, with higher-priced tiers for Shopify users.

Who it's best for: E-commerce businesses using Shopify as their back-end.

5. Stripe

Stripe isn't just a payment processor; it's a technology company at heart. Its powerful APIs make it easy to connect payments directly with Drake, enabling seamless transaction management. Invoices, stored cards, recurring payment setups, and more are all possible in one unified system. This integration allows businesses to keep accurate records and prevent revenue leakage resulting from manual errors. Stripe's comprehensive dashboard also offers advanced analytics to improve financial decision-making.

• Pros:
  • Supports subscription models and real-time payment processing.
  • Works seamlessly with a variety of programming languages.
  • Generates wide-ranging financial insights.
• Cons:
  • Charges a 2.9% + 30c transaction fee comparable to other high-end processors.
  • Integration requires some level of developer expertise.
• Pricing:
  • Pay-as-you-go per transaction.

Who it's best for: Companies of all sizes, especially SaaS, that prefer a modern, powerful payment solution.

6. QuickBooks

Syncing Drake's billing with QuickBooks' comprehensive accounting features. You can sync invoices, categorize expenses pulled from bank feeds, and generate in-depth financial reports directly in QuickBooks. This creates a clean and organized general ledger without manual reconciliation. If your business or your accountant already lives in the Intuit ecosystem, this integration is a non-negotiable for maintaining financial accuracy.

• Pros:
  • Industry-standard accounting software used by millions of small businesses.
  • Strong reporting and financial analysis features.
  • Deep integration for syncing invoices, expenses, and payments seamlessly.
  • Vast ecosystem of other compatible apps and certified ProAdvisors.
• Cons:
  • Monthly subscription cost can add up, especially for versions with more features.
  • Syncing errors can occasionally occur, requiring troubleshooting.
  • The interface can feel cluttered for users who only need basic bookkeeping.
• Pricing:
  • Plans start at around $15 per month for the most basic tier and increase based on features and user count.

Who it's best for: Businesses of any size that rely on the QuickBooks ecosystem for their accounting and financial reporting.

10. Toggl Track

For service-based businesses, consultants, and agencies that bill by the hour, accurately translating tracked time into invoices is paramount. Toggl Track is a simple and intuitive time-tracking tool, and its integration with Drake automates this process entirely. You can sync billable hours logged in Toggl directly to Drake to generate precise and professional invoices with just a few clicks. This completely removes the administrative headache of manually calculating hours and transferring them to your billing software, saving time and preventing lost revenue.

• Pros:
  • Extremely simple and user-friendly time-tracking interface.
  • Automates the creation of invoices from billable hours, ensuring accuracy.
  • Offers detailed reports on time usage and project profitability.
  • Generous free plan for individuals and small teams.
• Cons:
  • Lacks more advanced project management features found in all-in-one platforms.
  • Integration might require a third-party connector like Zapier for full automation.
• Pricing:
  • A free tier is available for up to 5 users; paid plans start at $10 per month per user for additional features.

Who it's best for: Freelancers, consultants, and service-based businesses that need a foolproof way to manage billable hours.

11. Plaid

Plaid acts as the essential bridge between Drake and your bank accounts, providing real-time financial data for a complete view of your cash flow. By securely connecting your bank feeds, the Plaid integration allows Drake to automatically fetch transaction data, categorize expenses, and simplify bank reconciliation. This live data feed makes financial management more accurate and proactive, as you can see your real-time financial position without waiting for manual statement uploads. It's foundational for any business that needs up-to-the-minute financial visibility.

• Pros:
  • Provides secure, real-time access to transaction data from thousands of banks.
  • Automates bank reconciliation, saving significant administrative time.
  • Offers enriched data that can help with expense categorization.
  • The backbone of many modern fintech applications, making it highly reliable.
• Cons:
  • Pricing is geared towards businesses and developers, not end-users directly.
  • Setup is more technical and requires API integration.
  • Occasional bank connection issues can cause sync delays.
• Pricing:
  • Plaid offers custom, usage-based pricing for developers and businesses integrating its API; costs are not standardized for end-users.

Who it's best for: Businesses needing real-time bank data feeds directly in their financial management software for accurate reconciliation and cash flow analysis.

12. Avalara

Sales tax compliance is a growing nightmare, especially for businesses selling across multiple states and jurisdictions. Avalara automates this entire process by integrating directly into Drake's invoicing workflow. It calculates the correct sales tax rate in real-time based on the customer’s address, prepares state filings, and remits payments on your behalf. For any business dealing with complex sales tax obligations, this integration is not just a time-saver; it’s a compliance necessity that mitigates significant financial risk.

• Pros:
  • Automates complex U.S. sales and use tax calculations instantly.
  • Reduces the risk of audit penalties due to incorrect tax collection.
  • Handles tax filing and remittance in a hands-off manner.
  • Scales globally to support VAT and other international tax types.
• Cons:
  • Can be a costly investment, especially for smaller businesses with low transaction volumes.
  • Implementation requires careful setup to ensure all products and services are correctly mapped for taxability.
• Pricing:
  • Pricing is customized and depends heavily on transaction volume and the number of jurisdictions in which you file.

Who it's best for: E-commerce stores and other businesses that sell products or services in multiple tax jurisdictions and need to automate compliance.

13. Zapier

When there isn't a direct or native integration available, Zapier fills the gap. As a leading automation platform, Zapier connects Drake to thousands of other applications through customizable workflows called "Zaps." You can create automations like "When a new row is added to Google Sheets, create a new customer in Drake," or "When a Drake invoice is paid, send a notification to a Slack channel." It’s the ultimate connector tool for creating bespoke automations tailored perfectly to your unique business processes, no coding required.

• Pros:
  • Connects Drake to thousands of web apps, offering limitless automation possibilities.
  • No-code interface makes it accessible for non-technical users to build workflows.
  • Extremely flexible, allowing for multi-step automations to handle complex tasks.
  • Scales from a simple free plan to enterprise-level solutions.
• Cons:
  • Subscription costs can escalate quickly as your task volume or complexity grows.
  • Automations are dependent on the API robustness of all connected apps, and can occasionally "break."
  • There can be a slight delay in execution for some trigger-based tasks.
• Pricing:
  • A limited free tier is available; paid plans start at $19.99 per month (billed annually) and scale up with features and task volume.

Who it's best for: Any business that needs to create custom, point-to-point automations between Drake and other apps not covered by native integrations.

Final Thoughts

Choosing the right integrations for Drake allows you to build a cohesive and highly automated financial technology stack that supports your business's growth. By connecting your CRM, e-commerce, payment, and accounting tools, you can save valuable time, reduce clerical errors, and focus on more strategic work.

As you connect these platforms and your financial operations become more intricate, you'll inevitably face complex tax questions that go beyond simple rate lookups. Researching issues like multi-state nexus exposure or the proper revenue recognition rules for SaaS subscriptions can quickly consume hours. Instead of digging through IRS documents and state codes, you can use Feather AI to get clear, citation-backed answers in seconds. It provides the reliable tax research you need to support your decisions, so you can stay confident and compliant.