Unlock true financial automation with Xepelin integrations. Discover the top 15 tools to sync data, reduce manual entry, and streamline your business operations.
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Connecting your financial software is the key to unlocking true automation and accuracy. Xepelin is a powerful platform for managing cash flow and invoicing, but its real strength emerges when integrated with your other essential business tools. This guide covers the 15 best integrations that will help you sync data, reduce manual entry, and free up your time for more productive work.
Stripe is the gold standard for online payment processing, and its integration with Xepelin closes the loop between invoicing and getting paid. Connecting the two allows you to accept credit card, debit card, and ACH payments directly on Xepelin invoices. When a client pays, the transaction is automatically recorded and reconciled, eliminating the need to manually track payments and update your books. This direct link makes a noticeable difference in reducing accounts receivable days.
Who it's best for: Businesses of all sizes that invoice clients and need a fast, reliable way to accept online payments and automate reconciliation.
As one of the most recognized payment platforms globally, integrating PayPal with Xepelin provides your clients with a familiar and trusted payment option. The integration allows you to add a PayPal payment button to your invoices, making it simple for customers to pay instantly. All transactions, including fees, are then synced back into Xepelin for straightforward reconciliation, keeping your financial records clean and current.
Who it's best for: Companies that serve a wide consumer base or deal internationally, where the familiarity and trust of the PayPal brand can encourage prompt payment.
Plaid is the essential bridge between your bank accounts and Xepelin. Instead of manually downloading and uploading bank statements, Plaid creates a secure, automated connection that pulls in transaction data daily. This enables almost real-time bank reconciliation within Xepelin. You can categorize expenses and income as transactions happen, giving you a consistently accurate view of your cash flow without the tedious monthly cleanup.
Who it's best for: Any business that wants to eliminate manual data entry and maintain accurate books through automated bank feeds.
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Connecting HubSpot, a leading CRM platform, with Xepelin aligns your sales and finance teams perfectly. This integration syncs customer contact information and sales deal data, allowing you to generate invoices in Xepelin directly from a closed deal in HubSpot. This eliminates duplicate data entry, reduces the risk of invoicing errors, and gives your sales team visibility into a customer's payment status without needing to access the accounting system.
Who it's best for: Sales-driven organizations that want to streamline their invoice creation process and maintain a single source of truth for customer data.
Pipedrive is a CRM built for salespeople, and integrating it with Xepelin helps ensure that once a deal is won, the financial follow-up is seamless. The connection automates the creation of new customers and invoices in Xepelin based on deal stages in Pipedrive. It creates an efficient workflow that closes the gap between your sales pipeline and your revenue recognition, ensuring nothing falls through the cracks.
Who it's best for: Businesses focused on pipeline management that need a simple way to connect sales wins to immediate billing actions.
For e-commerce businesses, the Shopify integration is a game-changer. It automatically syncs sales data, refunds, fees, and customer information from your Shopify store directly into Xepelin. This saves you from hours of manual work trying to reconcile sales reports. The integration provides a detailed summary of your daily sales, correctly categorized, making it easy to track revenue and understand the profitability of your online store.
Who it's best for: Any e-commerce business that operates on Shopify and needs to automate its sales accounting to save time and reduce errors.
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If your online store is built on WordPress, the WooCommerce integration delivers the same level of automation as the Shopify connector. It bridges the gap between your website and your accounting software by syncing orders, customer details, product information, and taxes into Xepelin. This ensures that your financial records always reflect the real-time activity of your e-commerce operations, making reporting and tax filing much simpler.
Who it's best for: E-commerce stores built on WordPress and WooCommerce looking for a direct accounting link without manual CSV imports.
Gusto makes payroll and HR simple, and its integration with Xepelin makes accounting for it just as easy. When you run payroll in Gusto, the integration automatically posts a journal entry in Xepelin with all the relevant details: gross wages, employer taxes, employee reimbursements, and benefits. This ensures your payroll expenses are recorded accurately every time, without any manual journal entries required.
Who it's best for: U.S.-based small to medium-sized businesses looking to automate all aspects of their payroll, from direct deposits to accounting journal entries.
Rippling goes beyond payroll to offer a complete employee management platform that includes HR, IT, and finance. Its integration with Xepelin automatically syncs detailed payroll data, ensuring that every time you run a pay cycle, the journal entries are instantly created in your accounting system. This is invaluable for maintaining accurate labor cost reporting and can map fields for specific departments, projects, or locations.
Who it's best for: Growing companies that need an all-in-one HR, IT, and payroll platform and want to push detailed financial data directly into their accounting system.
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Expensify automates the entire expense reporting process, from receipt scanning to reimbursement. Integrating it with Xepelin means that once an expense report is approved, all the categorized expenses and attached receipts are synced automatically. This eliminates the need for manual data entry of employee-submitted expenses, saves massive amounts of time for both employees and accountants, and ensures costs are accurately tracked.
Who it's best for: Businesses with employees who travel or incur regular expenses and need to automate the reporting and reimbursement process.
Dext is a powerful tool for accounts payable automation that focuses on extracting data from bills, receipts, and invoices. You can snap a photo, email, or upload a document, and Dext's OCR technology pulls out key information like the vendor, date, amount, and tax. The Xepelin integration then sends this structured data directly into your books as a bill ready for payment, cutting out nearly all manual data entry associated with payables.
Who it's best for: Companies that want to completely digitize their accounts payable process and eliminate manual entry from paper or email invoices.
For organizations operating across various tax zones, Avalara manages the complexity of tax compliance. This software syncs with Xepelin to deliver up-to-date and accurate sales and general tax rate information in real-time, removing ambiguities at the point of sales or sale-based transactions. By handling everything from rate calculations, tax reports, and compliance on tax filings, it becomes ideal for operations of all sizes.
Who it's best for: Companies doing business in multiple locations requiring precise, updated sales and use tax compliance.
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If you're only in a few states but are growing your business footprint rapidly across the U.S., then TaxJar might be a good solution. This Stripe company specializes in sales tax solutions for e-commerce companies within the United States, targeting medium to high-sale businesses operating in multi-jurisdictional markets. This makes it an excellent match to Xepelin with sales teams doing multi-business sales.
Zapier allows you to connect Xepelin into an ecosystem of thousands of software applications which don't have any native integrations. It allows the user freedom of connectivity with no coding experience at all, using IF... THEN logic triggers. Zapier can automate workflows such as adding a customer from a Google sheet directly to your Xepelin database or sending notifications to Slack after an invoice payment.
Who it's best for: Businesses that need specific connections that do not exist yet for Xepelin and need to automate processes between all software.
Make (previously named Integromat), like Zapier, gives users the possibility to build powerful workflow automation between Xepelin and any other online service. The main feature here is its ability to handle more complex scenarios and conditional logic, making Make a powerful tool to develop advanced operations without a developer team. It has a visual interface allowing you to drag and drop various apps and see data flows as they happen.
Who it's best for: Tech-savvy teams that require deep, logic-driven automation or visual workflows mapping between various different systems and Xepelin.
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Integrating Xepelin into the rest of your business applications turns it from a standalone accounting platform to the center of finance management for any business operation. With connections linking sales, payroll, expense management, and e-commerce systems, you can completely automate data entry, have updated insights into your overall financial health, and take smarter actions as fast as possible.
When business operations grow more interconnected, tax matters emerge, from managing different state sales tax obligations for your Shopify store to the proper classification of all receipts taken from Dext. Before spending time browsing different IRS guidance documents, get an answer instantly by using Feather AI. Feather AI is the fastest way for accounting professionals to find complex answers backed up with citations, ensuring you make better decisions always compliant and informed.
Written by Feather Team
Published on November 13, 2025