The 13 Best Infusion Accounting System Integrations [2026 Updated]

Infusion is a powerful financial management system for large organizations, but its true strength is unlocked when connected to your other business-critical tools. Integrating Infusion with your CRM, payment processor, or ERP eliminates manual data entry and creates a single source of truth for your financial data. This guide details the best integrations available today to help you automate workflows, enhance reporting, and streamline operations.

1. Salesforce

Connecting Infusion with Salesforce creates a powerful link between your sales and finance teams. This integration syncs customer accounts, contract details, and billing information, automating revenue recognition based on real-time sales activities. By creating a bidirectional data flow, finance teams get an accurate view of the sales pipeline, improving revenue forecasting and ensuring ASC 606 compliance without manual reconciliation.

• Pros:
  • Automates the quote-to-cash process, reducing manual data entry and errors.
  • Improves revenue forecasting by linking financial data directly to sales opportunities.
  • Ensures consistent customer data between sales and finance departments.
• Cons:
  • Infusion does not have a native, pre-built connector, so it requires middleware or custom API development.
  • Implementation can be complex and may require specialists to map fields correctly.
  • The cost of third-party connectors or developer time adds to the total cost of ownership.
• Pricing:
  • Pricing depends on the integration method. Third-party middleware platforms like Zapier have varying subscription tiers, while custom API development projects are quote-based.

Who it's best for: Organizations that use Salesforce as their primary CRM and need a tight, automated connection between sales activity and revenue recognition.

2. QuickBooks Online

For mid-sized organizations that use Infusion for complex revenue management but still rely on QuickBooks Online for general bookkeeping or specific business units, an integration is a must. It facilitates the synchronization of customer and vendor data, invoices, and payments. This connection reduces manual duplicate entry, simplifies reconciliation, and ensures that financial data remains consistent across both platforms.

• Pros:
  • Significantly reduces time spent on manual data entry between systems.
  • Streamlines the bank reconciliation process by consolidating transaction data.
  • Maintains data integrity for both customers and vendors across both accounting platforms.
• Cons:
  • Relies entirely on third-party connectors; there is no native integration.
  • Can create data mapping complexities if chart of accounts structures differ significantly.
  • May not support highly customized fields or workflows without a more advanced middleware tool.
• Pricing:
  • Connector tools are typically priced as a monthly subscription, usually ranging from $20 to $50 per month depending on features and data volume.

Who it's best for: Mid-sized companies that use Infusion for its core strengths but rely on QuickBooks Online for daily bookkeeping or subsidiary accounting.

3. Stripe

Integrating Infusion with Stripe is a powerful way to automate the entire payment and revenue recognition lifecycle for businesses that bill customers online. When a payment is processed in Stripe, the integration can automatically create and post transactions in Infusion, apply cash, and update revenue schedules. This eliminates manual reconciliation efforts and provides a real-time view of cash flow and recognized revenue.

• Pros:
  • Automates payment reconciliation, saving hours of manual work for accountants.
  • Provides real-time updates to financial records as payments are made.
  • Handles complex subscription billing and deferred revenue scenarios seamlessly.
• Cons:
  • Requires either middleware or custom API configuration to connect a payment gateway to an accounting system.
  • Can become complex when managing disputes, chargebacks, and refunds, which may require manual adjustments.
  • Costs include Stripe's processing fees plus any fees for the integration tool.
• Pricing:
  • Stripe charges a standard processing fee (e.g., 2.9% + 30¢ per transaction). The integration itself may incur additional monthly fees from a middleware provider.

Who it's best for: Businesses that manage a high volume of online transactions or subscriptions and need payments to sync directly with their revenue recognition schedules.

4. NetSuite

For large, complex enterprises, integrating Infusion with NetSuite connects a best-in-class revenue management system with a comprehensive ERP. This integration is designed for organizations that need a consolidated view of financials, inventory, supply chain, and project management. It ensures that revenue data from Infusion correctly informs the general ledger and financial reports within the broader NetSuite ecosystem.

• Pros:
  • Creates a single, unified financial management system across the entire enterprise.
  • Enables advanced, multi-entity financial reporting and consolidation.
  • Automates complex revenue allocations and compliance reporting between both systems.
• Cons:
  • The integration process is highly complex and costly, always requiring professional services.
  • Ongoing maintenance can be demanding, especially when either platform is updated.
  • This solution is geared toward large enterprises and comes with a very high price tag.
• Pricing:
  • Pricing is entirely quote-based and varies significantly. Expect substantial costs for implementation, licensing, and professional services.

Who it's best for: Large, multi-national or multi-entity enterprises that require a fully integrated ERP and advanced accounting solution.

5. Gusto

Connecting Gusto to Infusion helps organizations accurately account for payroll-related expenses and liabilities. The integration automates the process of posting payroll journal entries, ensuring that salary, tax, and benefits expenses are recorded accurately and on time. This simplifies the period-end close process and provides a clearer audit trail for all compensation-related costs.

• Pros:
  • Automates the recording of payroll journal entries, reducing manual work and risk of error.
  • Ensures accurate mapping of payroll expenses, taxes, and liabilities to the general ledger.
  • Simplifies financial auditing with a clean trail from payroll reports to accounting entries.
• Cons:
  • The connection relies on third-party integration platforms like Zapier.
  • Custom payroll configurations or complex commissions may require manual adjustments.
  • Matching payroll data to specific projects or departments can be tricky without careful setup.
• Pricing:
  • Gusto's plans start around $40 per month plus a per-employee fee. Integration costs via a middleware tool will be an additional subscription fee.

Who it's best for: Organizations looking to streamline their accounting workflows by automating the entry of payroll data into their financial system.

6. Expensify

Integrating Expensify removes the headache of manual expense reporting by syncing approved expenses directly to Infusion. Employees can submit expenses via the Expensify app, and once approved, the data flows into Infusion as bills or journal entries, ready for payment and reconciliation. The integration is particularly useful for project-based businesses that need to tie expenses back to specific clients or jobs for accurate profitability reporting.

• Pros:
  • Automates the entire expense management process from submission to accounting entry.
  • Improves the accuracy of project costing and profitability analysis.
  • Provides managers with real-time visibility into employee spending.
• Cons:
  • Depends on third-party platforms to facilitate the connection.
  • Advanced approval workflows or custom expense policies might not be fully supported.
  • Corporate card reconciliations can sometimes be complex to map between the two systems.
• Pricing:
  • Expensify plans typically start at around $5 per user per month. Middleware costs are additional.

Who it's best for: Companies with a sizable workforce that generates frequent expense reports, especially professional services firms that bill back expenses to clients.

7. Avalara

For businesses operating across multiple jurisdictions, sales tax compliance is a major challenge. The Avalara integration automates sales tax calculations directly within your billing process. It determines the correct tax rates based on precise location data, manages taxability rules for different products and services, and automates filing and remittance. This connection reduces compliance risk and offloads a significant administrative burden from your finance team.

• Pros:
  • Automates real-time sales tax calculations, ensuring accuracy on every invoice.
  • Simplifies the management of tax exemption certificates.
  • Drastically reduces the time and effort spent on preparing and filing sales tax returns.
• Cons:
  • Integration requires API configuration and careful setup to classify products correctly.
  • Can be expensive for businesses with very high transaction volumes.
  • Initial setup for custom tax rules and product-specific exemptions can be time-consuming.
• Pricing:
  • Avalara's pricing is customized based on transaction volume, the number of jurisdictions, and the specific compliance services required.

Who it's best for: E-commerce and SaaS businesses, or any company that sells into multiple states and deals with complex sales tax obligations.

8. Trello

Connecting a project management tool like Trello to Infusion allows businesses to tie financial data directly to project progress. Using a connector like Zapier, you can trigger billing events in Infusion when a card is moved to a "Completed" list in Trello. This ensures that project milestones directly translate into timely invoicing and revenue recognition, which is perfect for maintaining cash flow in service-based businesses.

• Pros:
  • Aligns project deliverables with financial events like invoicing and revenue recognition.
  • Improves cash flow by enabling faster, more accurate billing cycles.
  • Provides a clear view of how project progress relates to financial performance.
• Cons:
  • Requires middleware, as there is no direct integration.
  • The logic for triggers can become complex and may not suit all project types.
  • Relies on disciplined use of the project management tool by the entire team.
• Pricing:
  • Trello offers free and paid plans. The cost of middleware is an additional subscription.

Who it's best for: Professional services firms, agencies, and consultancies that manage distinct, milestone-driven projects.

9. Asana

Similar to Trello, integrating Asana with Infusion connects project tasks and milestones to financial outcomes. The integration can automate invoicing when a project phase is marked as complete in Asana or track time allocated to tasks against a project budget. This creates a data-driven link between the work being done and the revenue it generates, enabling more accurate project-based revenue forecasting.

• Pros:
  • Automates invoicing based on the completion of project tasks or stages.
  • Offers better tracking and allocation of costs (like labor) to specific projects.
  • Improves communication between project management and finance teams.
• Cons:
  • Depends entirely on third-party middleware for connectivity.
  • Setup can be difficult if your Asana project structures are inconsistent.
  • Not ideal for non-project-based revenue models.
• Pricing:
  • Asana offers a range of plans from free to enterprise-level. The integration itself requires a separate subscription to a tool like Zapier.

Who it's best for: Organizations that use Asana for detailed project planning and need to directly link that activity to their financial system.

10. Sage Intacct

Integrating Infusion with Sage Intacct is a high-level solution for large organizations seeking robust, multi-entity financial management. This combination allows entities to use Infusion for industry-specific revenue recognition while rolling up financial data for consolidated reporting in Sage Intacct. It provides a way to blend best-in-breed applications while maintaining a single, compliant source of truth for financial reporting.

• Pros:
  • Enables advanced financial consolidation and dimension-based reporting for complex organizations.
  • Allows subsidiaries or business units to use a specialized tool while corporate uses a centralized one.
  • Maintains high standards for compliance and auditability across both platforms.
• Cons:
  • Extremely complex and expensive to implement, requiring specialized consultants.
  • Ongoing maintenance and data governance between two powerful financial systems is challenging.
  • Only suitable for very large enterprises with sophisticated needs and budgets.
• Pricing:
  • Both platforms have enterprise-level, quote-based pricing. The integration itself is a significant professional services project.

Who it's best for: Large, multi-entity enterprises that require a combination of specialized revenue management and a powerful corporate accounting platform.

11. HubSpot CRM

Connecting HubSpot with Infusion creates a seamless flow of information between your marketing, sales, and finance teams. The integration synchronizes customer and deal data, allowing you to trigger billing and revenue recognition workflows in Infusion based on deal stage changes in HubSpot. This helps businesses attribute revenue back to specific marketing campaigns and gain a full-funnel view of the customer journey, from initial lead to recognized revenue.

• Pros:
  • Provides a complete 360-degree view of the customer lifecycle.
  • Automates the handoff from sales to finance, speeding up the billing process.
  • Enables more accurate revenue attribution and marketing ROI analysis.
• Cons:
  • Typically requires a middleware tool to connect a CRM and an accounting system effectively.
  • Data syncing can be complex if custom properties are used heavily in HubSpot.
  • Maintaining data hygiene across both platforms is critical for the integration to work well.
• Pricing:
  • HubSpot offers a range of pricing from free tools to enterprise-level plans. Connector costs depend on the middleware platform chosen.

Who it's best for: Marketing-driven organizations that want to tie revenue outcomes directly to the customer data and activities tracked in HubSpot.

12. Workato

Workato is an enterprise-grade integration platform as a service (iPaaS) that enables highly customized and sophisticated workflows between Infusion and any other cloud-based application. Unlike simple connectors, Workato allows you to build complex, conditional logic to automate entire business processes, such as procure-to-pay or order-to-cash cycles. It's a platform for organizations that have surpassed the limits of basic point-to-point integrations.

• Pros:
  • Offers immense flexibility to build custom, multi-app automations.
  • Provides a massive library of pre-built connectors to thousands of applications.
  • Handles complex business logic, data transformation, and error handling.
• Cons:
  • It can be very expensive, with pricing geared towards the enterprise market.
  • Requires technical expertise or a dedicated IT resource to build and maintain the integrations ("recipes").
  • Overkill for simple synchronization needs.
• Pricing:
  • Custom, quote-based enterprise pricing based on the scope and volume of the automations.

Who it's best for: Large organizations with dedicated IT teams that need a powerful, centralized platform to manage complex, customized integrations across their entire tech stack.

13. MuleSoft

MuleSoft's Anypoint Platform is another leading enterprise iPaaS solution for connecting systems like Infusion to the rest of a company's application network. It is well-suited for organizations that need to build reusable APIs to unlock data from different systems in a secure and governed way. MuleSoft is a true "heavy-lifter," designed for complex integration architectures that involve legacy systems, custom applications, and multiple cloud services.

• Pros:
  • Builds a robust and secure "application network" instead of brittle point-to-point connections.
  • Superb for integrating on-premise legacy systems with modern cloud platforms.
  • Provides extensive control, monitoring, and security over data transfers.
• Cons:
  • High complexity and a very steep learning curve that requires specialized developers.
  • Significant investment in terms of licensing costs and implementation resources.
  • The development cycle for new integrations is typically longer than with simpler tools.
• Pricing:
  • Enterprise-level custom pricing based on usage, features, and support levels.

Who it's best for: Large enterprises with complex IT environments, particularly those looking to modernize by connecting legacy, on-premise systems with cloud applications like Infusion.

Final Thoughts

Integrating Infusion with other specialized tools helps you build a financial technology stack that supports your business's unique needs. By connecting your CRM, payments platform, or ERP, you can eliminate data silos, automate manual processes, and get a clearer picture of your company's financial health.

While these tools handle the flow of your financial data, accountants and CPAs still face the challenge of interpreting complex tax law. When questions arise about multi-state tax obligations or federal regulations, you need accurate, citable answers quickly. We developed Feather AI to be your AI-powered tax research assistant, providing instant answers with citations from the IRC, IRS guidance, and state tax codes, which helps you give clients advice with confidence.