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Integrations

Works with the tools you already use.

No rip-and-replace. Agents work inside QuickBooks, Xero, Sage and the rest of your stack.

Book a discovery callHow we build it
Works with

The tools you already use.

QuickBooks
Xero
Sage
Karbon
Stripe
Plaid
Gusto
Microsoft Excel

Don’t see your system? Most tools with an API can be connected through aidotz. We’ll confirm on the discovery call.

The platform underneath

Built on rainmindz engines.
Tuned for accounting firms & finance teams.

aitelzVoice agents
PowersClient line agent
aitextbotzChat agents
PowersDocument chaser agent
aicrmzCRM agents
PowersPractice CRM agent
airatingzReputation agents
PowersAvailable on request
aillmzAI search agents
PowersAvailable on request
aidotzorchestration layerConnects every agent to each other and to your systems, with approvals, audit logs and alerts. Custom agents are built on it too.

How a connection is planned

Connecting a tool is a short process of confirming what the agent needs, granting least-privilege access and testing with real scenarios. We never ask for more access than the task requires. Each action an agent takes can be logged, so your team can look back at what was read and what was changed. For tools not listed, the page notes that most with an API can be connected through aidotz, and we confirm on the discovery call. That is a check, not a promise, so we say so up front.

Which systems do what

Different tools play different roles, and it helps to think of them in groups. A few minutes of thought here saves a lot of back and forth later, and helps us give you an accurate scope on the first call without guessing.

  • Accounting: QuickBooks, Xero and Sage hold the books
  • Practice workflow: Karbon tracks the work
  • Payments and banks: Stripe and Plaid supply the data
  • Payroll: Gusto holds people and pay information
  • Spreadsheets: Microsoft Excel for schedules and models

Questions to settle before the call

If you run more than one system, tell us which is the source of truth for each type of record. Two sources for the same client often cause the most confusion later, and it is cheaper to decide now. Also decide who owns access on your side. Someone has to grant it, review it and remove it, and that person should be named in the blueprint. We build the connections, and your team stays in control of the keys.

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Spend tax season advising, not chasing.

01A 30-minute call with the rainmindz team02A written agent blueprint within a week03No commitment until you approve it
Discovery call · 30 minVideo call with the rainmindz team
Pick a day · November
Pick a time · Mountain Time
Free 30-minute video call. No obligation. We only use your details to arrange the call (privacy).