> For the complete documentation index, see [llms.txt](https://finspectors.gitbook.io/finspectors-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://finspectors.gitbook.io/finspectors-documentation/know-your-platform/integrations.md). # Integrations The integrations are grouped into: * **Document Management** * **Accounting Software** *** ### **Document Management Integrations** Document management integrations allow audit teams to access and use files stored in external cloud platforms directly within Finspectors. #### **SharePoint** Connect Microsoft SharePoint to browse sites and document libraries from within Finspectors. Once connected, users can: * Access shared document libraries * Browse client and engagement folders * Attach files to audit requests and procedures * Keep supporting evidence linked to the engagement #### **OneDrive** Connect Microsoft OneDrive to access personal and shared folders from the File Manager. Once connected, users can: * Browse OneDrive files * Access shared folders * Select documents for audit procedures * Use client deliverables without downloading and re-uploading them #### **Google Drive** Connect Google Drive to access and manage engagement documents directly from the File Manager. Once connected, users can: * Browse folders and shared drives * Preview available files * Select supporting documents * Attach evidence to requests and audit procedures #### **Box** Box integration will allow users to access and manage client documents stored in Box from within Finspectors. *** ### **How to Connect a Document Management Account** 1. Navigate to **Integrations**. 2. Select **SharePoint**, **OneDrive**, or **Google Drive**. 3. Click **Connect Account**. 4. Sign in to the relevant account. 5. Review and grant the required permissions. 6. Once connected, the storage platform becomes available in the **File Manager**. The integration card will display the connected status and number of connected accounts. *** ### **Accounting Software Integrations** Accounting software integrations are designed to bring financial information directly into the audit engagement. These integrations can support the import of: * General Ledger data * Trial Balance data * Account balances * Chart of accounts * Financial reports * ERP and subsidiary records #### **Tally** Connect Tally to import ledger entries, trial balances and chart-of-accounts data directly into the engagement. #### **Xero** Connect Xero to import financial statements, account balances and transaction data. #### **QuickBooks** Connect QuickBooks Online to pull ledger data, balances and reports into the engagement. #### **NetSuite** Connect NetSuite to import ERP records, subsidiary ledgers and financial reports for more complex or multi-entity engagements. #### **Zoho Books** Connect Zoho Books to import ledgers, trial balances and account-level financial data. *** ### **Managing Connected Accounts** From the Integrations page, users can: * View connected platforms * See the number of connected accounts * Open integration settings * Reconnect an expired account * Disconnect an integration when required Disconnecting an integration does not remove documents or data that were already added to an engagement. *** ### **Why Use Integrations** Integrations help audit teams: * Reduce manual file transfers * Access documents from existing storage platforms * Improve document traceability * Simplify engagement setup * Avoid repeated downloads and uploads * Keep audit evidence and financial data connected to the engagement {% embed url="" %}