Connect Accounting Software

Connect your accounting platform in one step. OAuth flow for FreeAgent, Xero, QuickBooks. API key entry for Sage, KashFlow, FreshBooks, Wave. BYOK — your keys, your data.

Sync Dashboard

Live view of your accounting sync status. See what synced, what failed, last sync time, and sync history. One-click retry for failed items. Data flows from all your PlotSpark recipes to your accounting platform.

Sector Export Manager

Export financial data in formats specific to your sector. Parish councils export to Scribe or Rialtas format. Schools export to SIMS Finance or PS Financials format. Generic CSV for everyone else.

Smart Capture

Upload receipts or bills to automatically capture date and amount using OCR and double AI verification. AI checks twice for accuracy - first pass extracts data, second pass validates. User reviews and approves each scan. Drag and drop or choose files (images or PDFs under 5MB).

Expense Creator

Quickly create out-of-pocket expenses from captured receipts. Review extracted data and add details. Approved expenses auto-sync to your connected accounting platform via RootKeep.

Receipt Matcher

Automatically match captured receipts to bank transactions (optional - requires bank account connection). Review and approve matches in banking.

Export to Accounting Software

Push approved invoices, expenses, and payments to your connected accounting platform. Supports FreeAgent, Xero, Sage, QuickBooks, KashFlow, FreshBooks, Wave, SAP, Omega, and council webhooks.

Document Processor

OCR and document processing for receipt extraction (date, amount, vendor)