How FundTap Integrates With Your Accounting Software

How FundTap Integrates With Your Accounting Software

One of the practical challenges with traditional invoice finance is the administrative burden. Submitting invoices, providing documentation, reconciling payments, it adds up to meaningful time every week.

FundTap solves this by connecting directly to your accounting software. Here is what that integration means in practice.

Supported Platforms

FundTap integrates with the three most widely used accounting platforms in Australia and New Zealand:

• Xero, the most popular accounting platform for SMEs in AU/NZ
• MYOB, widely used across Australian businesses of all sizes
• QuickBooks, popular with businesses that operate across multiple markets

If you use any of these platforms, connecting to FundTap takes a few minutes.

How the Connection Works

The connection uses the standard OAuth authorisation process, the same method used by thousands of integrations across these accounting platforms. You grant FundTap read access to your outstanding invoices, and the platform can see which invoices are available for funding.

This is a secure, standard integration. FundTap does not have the ability to make changes to your accounting data, it reads invoice information and records funding transactions when they occur.

What Happens After Connection

Once connected, your outstanding invoices are automatically visible in the FundTap platform. You can see which invoices are eligible for funding, the available advance amounts, and the cost of funding each invoice.

When you choose to fund an invoice, FundTap records the transaction. When your client pays the invoice, the repayment is automatically reconciled. Your accounting records stay accurate without manual intervention.

No Manual Data Entry

One of the biggest advantages of the integration is the elimination of manual data entry. You do not need to:

• Submit invoice copies or documentation
• Manually reconcile repayments
• Update your accounting records when transactions complete

The integration handles this automatically. Your accounting software remains the source of truth, and FundTap works with it seamlessly.

Real-Time Visibility

Because FundTap reads directly from your accounting software, the invoice data you see in FundTap is always current. When you raise a new invoice in Xero or MYOB, it becomes visible in FundTap within minutes, ready to fund if you need it.

Privacy and Security

FundTap does not share your data with third parties and does not contact your clients. The integration exists solely to streamline your access to funding against invoices you have already raised.

If you are on Xero, MYOB, or QuickBooks, the connection to FundTap is the work of a few minutes. After that, on-demand funding is available whenever you need it, without paperwork, without manual steps, and without the wait.

Frequently Asked Questions