We connect directly with QuickBooks Online, QuickBooks Desktop, Sage Intacct, and NetSuite. For firms supporting other systems, Smart Data Connect provides flexible file-based or API integrations.

Each client has fully segregated records and workflows. Your team can switch between client files with ease while keeping data clean, secure, and organized in one platform.

Yes. Project managers, department heads, and executives can all be part of your accounts payable approvals, with personalized inboxes showing only what matters to them.

MakersHub gives firms granular control over who can do what. Each user can be assigned specific permissions for bills, receipts, payments, vendors, and accounting data, so access aligns with their role in the approval or payment process. Approval and payment limits can be set by dollar threshold, and user groups make it easy to mirror an organization’s structure, ensuring the right person — or the right team — is always involved at the right stage. 

This approach separates duties between submitting, reviewing, approving, and authorizing payments, helping firms maintain strong financial controls without adding friction.

Yes. Clients can be given scoped access to submit bills, upload receipts, or approve expenses. Your firm retains visibility and oversight, while the client maintains control of payments. This collaboration keeps records accurate, approvals timely, and responsibilities clearly separated.

Every bill, approval, and payment is logged with timestamps, user details, and supporting documents. Auditors have complete visibility without creating extra work for your team.