Harvard-Educated Reckon Experts | FT Fast 500

American Accounting Made Smarter Reckon

Reckon is a leading accounting software provider, trusted by businesses for over 30 years. Our Reckon integrations connect your accounting data with CRMs, job management systems, e-commerce platforms, and AI tools. Automate invoice creation, payment tracking, and financial reporting while maintaining the reliability businesses expect from Reckon. Whether you're using Reckon One, Reckon Accounts, or Reckon Payroll, we build seamless connections that eliminate manual data entry and keep your books perfectly synced.

30+

Years Trusted

8hrs

Saved weekly

100%

Data accuracy

Real-time

Sync available

Automate Your Reckon Integration View Integration Options

Why Integrate Reckon with Your Business Systems?

Business-First Software

Reckon is built for businesses with full tax compliance and reporting built-in. Our integrations leverage these features to ensure your connected systems handle tax correctly.

Eliminate Double Entry

Stop entering the same data into multiple systems. Sales from your POS, jobs from your field service app, and orders from your website all flow automatically into Reckon with correct coding.

Connected Financial View

See your complete financial picture by connecting Reckon with your CRM, inventory, and operational systems. Real-time dashboards pull data from all sources for better decision making.

Systems We Connect with Reckon

ServiceM8

Shopify

Deputy

Tradify

HubSpot

Square

WooCommerce

Stripe

PayPal

Plus 100+ more systems - if you use it, we can integrate it with Reckon

How Reckon Integration Works

Connect Your Systems

We securely connect Reckon with your other business applications using official APIs and best practices.

Map Your Data

Configure how data flows between systems - which fields map where, what triggers sync, and business rules.

Automate Forever

Once configured, data flows automatically 24/7. Monitor with dashboards and alerts for complete peace of mind.

Data Flow Architecture

Here's how data flows between Reckon and your connected systems:

┌─────────────────┐     ┌──────────────────┐     ┌─────────────────┐
│  Source System  │     │   Integration    │     │     Reckon      │
│ (Job Mgmt/POS)  │────▶│     Engine       │────▶│   Accounting    │
└─────────────────┘     └──────────────────┘     └─────────────────┘
        │                        │                        │
        │                        ▼                        │
        │               ┌──────────────────┐              │
        │               │  Data Transform  │              │
        │               │  • Customer sync │              │
        │               │  • Tax mapping   │              │
        │               │  • Account codes │              │
        │               └──────────────────┘              │
        │                        │                        │
        ▼                        ▼                        ▼
   ┌─────────┐            ┌─────────────┐          ┌──────────┐
   │  Jobs   │            │  Validation │          │ Invoices │
   │Complete │            │  & Logging  │          │ Created  │
   └─────────┘            └─────────────┘          └──────────┘

Example: ServiceM8 Job → Reckon Invoice
═══════════════════════════════════════════════
1. Technician completes job in ServiceM8 app
2. Job status changes to "Completed"
3. Integration receives webhook notification
4. Customer matched/created in Reckon by email
5. Line items mapped with correct tax codes
6. Invoice created in Reckon One via API
7. Invoice number synced back to ServiceM8
8. Payment recorded when customer pays online

Common Field Mappings

Source Field	Target Field	Notes
customer.email	Contact.Email	Primary matching field for existing contacts
customer.name	Contact.Name	Business or individual name
customer.phone	Contact.Phone	Contact phone number
customer.address	Contact.Address	Full postal address
job.line_items[].description	InvoiceLine.Description	Service/product description
job.line_items[].quantity	InvoiceLine.Quantity	Quantity of items
job.line_items[].unit_price	InvoiceLine.UnitAmount	Price per unit pre-tax
job.line_items[].tax_code	InvoiceLine.TaxType	Taxable, Tax-Exempt, etc.
job.total	Invoice.TotalAmount	Total including tax
job.date_completed	Invoice.InvoiceDate	Date job was completed
job.number	Invoice.Reference	Job number for cross-reference
payment.amount	Payment.Amount	Payment amount received

Example API Response

Sample data structure when syncing from Reckon:

// Reckon One API - Create Invoice Request
POST /api/v2/invoices
{
  "invoice": {
    "contact_id": "CON-12345",
    "invoice_date": "2024-01-15",
    "due_date": "2024-01-29",
    "reference": "JOB-2024-0456",
    "status": "APPROVED",
    "line_items": [
      {
        "description": "Electrical installation - LED downlights x 6",
        "quantity": 1,
        "unit_amount": 450.00,
        "account_code": "200",
        "tax_type": "TAX"
      },
      {
        "description": "Materials - LED Downlight 10W",
        "quantity": 6,
        "unit_amount": 45.00,
        "account_code": "200",
        "tax_type": "TAX"
      },
      {
        "description": "Call out fee",
        "quantity": 1,
        "unit_amount": 85.00,
        "account_code": "200",
        "tax_type": "TAX"
      }
    ],
    "sub_total": 805.00,
    "total_tax": 80.50,
    "total": 885.50
  }
}

// Reckon One API - Invoice Response
{
  "invoice": {
    "id": "INV-78901",
    "invoice_number": "INV-0234",
    "contact_id": "CON-12345",
    "contact_name": "Smith Residence",
    "status": "APPROVED",
    "invoice_date": "2024-01-15",
    "due_date": "2024-01-29",
    "reference": "JOB-2024-0456",
    "sub_total": 805.00,
    "total_tax": 80.50,
    "total": 885.50,
    "amount_due": 885.50,
    "created_at": "2024-01-15T14:30:00+11:00"
  }
}

AI & Custom Integration Examples

Beyond system-to-system connections, we build custom AI solutions and interfaces powered by Reckon data.

Smart Tax Classification

AI analyzes line item descriptions to automatically determine correct tax treatment. Exempt items and taxable goods are classified correctly without manual review, reducing tax filing errors.

Invoice Anomaly Detection

Machine learning identifies invoices that deviate from normal patterns - unusually high amounts, atypical customers, or missing information. Flags potential errors before they affect your books.

Cash Flow Prediction

AI analyzes payment history patterns to predict when invoices will likely be paid. Helps with cash flow planning and identifies customers who may need payment reminders.

Expense Categorization

Natural language processing automatically categorizes expenses based on merchant names and descriptions. Learns from your corrections to improve accuracy over time.

Integration Prerequisites

Before starting your Reckon integration, ensure you have:

Reckon One account with API access enabled
API credentials (Client ID and Secret) from Reckon Developer Portal
Understanding of your Reckon chart of accounts
Source system credentials (ServiceM8, Shopify, etc.)
Webhook endpoint URL for real-time sync
Tax registration details for tax handling

Common Issues & Solutions

OAuth authentication failing

Tax not calculating correctly

Customer duplicates being created

Invoice sync delays

Account codes not mapping

Real Results from Reckon Integration

“Moving from manual invoicing to automated Reckon integration saved us 10 hours weekly. Every job from ServiceM8 now flows straight to Reckon with perfect tax coding. Our tax prep went from a stressful week to a few hours of review.”

Electrical Contractor

Trades, Phoenix, AZ