What partners use the API for
Integrations usually move data that already exists somewhere else into the ledger, or take ledger data out for another purpose. A Dubai payments start-up might push each customer’s card settlement totals into HelloBooks daily. A business set-up firm might push a new client’s legal name, licence number and TRN when the licence is issued, so the company is ready before the founder signs in.
- Sending invoices or sales summaries from your own platform into the books
- Creating customers, suppliers or client records from another system
- Pulling report figures into a partner dashboard
- Linking documents captured elsewhere to transactions