Integrations

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QuickBooks

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Trelica

Description

Trelica's integration with QuickBooks offers comprehensive data management that streamlines financial processes and user management within your organization.

Key Features

  • Payments: Returns SaaS spend data from financial systems, including transaction details such as payment date, amount, description, and expense claimant.

  • Users: Syncs user data, including account status, type, and IDs, augmenting the core user data available from Identity Providers.

Key Benefits

  • Enhanced Financial Oversight: Gain a clear view of your organization's SaaS spending with detailed insights into payments and expenses.

  • Streamlined User Management: Easy synchronization of employee and contractor data ensures you have accurate and up-to-date information on your team.

  • Improved Compliance: Maintain compliance and audit readiness with comprehensive tracking of financial transactions and user roles within QuickBooks.

  • Informed Decision-Making: Leverage data from QuickBooks to make strategic financial decisions based on accurate spending and user insights.