Integrations
Connect CashPanel with the tools you already use. From email and messaging to accounting software, our integrations help you streamline your financial workflow.
Gmail
Automatically capture receipts and invoices from your Gmail inbox. Documents are extracted and matched to transactions in real-time.
Outlook
Automatically capture receipts and invoices from your Outlook inbox. Documents are extracted and matched to transactions in real-time.
Slack
Use the CashPanel assistant in Slack — upload receipts, track expenses, create invoices, and manage your finances without leaving your workspace.
Telegram
Use the CashPanel assistant on the go — upload receipts, track expenses, create invoices, and manage your finances directly from Telegram.
QuickBooks
Export transactions and receipts to QuickBooks Online. Keep your books up-to-date without manual data entry.
Xero
Export transactions and receipts to Xero. Keep your books up-to-date without manual data entry.
Fortnox
Export transactions and receipts to Fortnox. Keep your Swedish accounting compliant and up-to-date.
Use the CashPanel assistant on the go — upload receipts, track expenses, create invoices, and manage your finances directly from WhatsApp.
iMessage
Use the CashPanel assistant on the go — upload receipts, track expenses, create invoices, and manage your finances directly from iMessage.
Stripe Payments
Accept credit card and other payments on your invoices.
CashPanel Desktop
With CashPanel on Mac you have everything accessible just one click away. Track time, manage invoices, and run your business smarter.
E-Invoice
Send and receive e-invoices via the Peppol network for compliant electronic invoicing across Europe.
Cursor
Connect Cursor to your CashPanel data via MCP. Ask questions about finances while you code.
Claude
Connect Claude to your CashPanel data via MCP with one-click OAuth.
Perplexity
Connect Perplexity to your CashPanel data with AI-powered search.
Raycast
Access CashPanel financial data directly from Raycast via MCP.
ChatGPT
Connect ChatGPT to your CashPanel financial data via MCP with one-click OAuth.
OpenCode
Connect OpenCode to your CashPanel data via MCP. Track time for clients from your terminal.
Zapier
Connect CashPanel to 7,000+ apps. Automate reports, alerts, and workflows.
Microsoft Copilot
Connect CashPanel to Microsoft Copilot Studio. Query your business data from Microsoft 365.
n8n
Connect n8n workflows to your CashPanel data via MCP. Automate financial tasks with AI agents.
Make
Connect Make scenarios to your CashPanel data via MCP. Build visual automations with financial tools.
Gmail
Search, read, and draft emails via the AI assistant
Outlook
Manage emails and calendar in the Microsoft ecosystem
Slack
Send messages and access Slack data from the assistant
Microsoft Teams
Access chats, channels, and files in Microsoft Teams
Google Calendar
Manage your schedule and coordinate meetings from chat
Calendly
Manage scheduling links and view bookings via the assistant
Cal.com
Manage scheduling and bookings with Cal.com via AI
Google Meet
Manage video meetings and calls with Google Meet
Zoom
Manage meetings and webinars in Zoom via AI
Google Drive
Search, access, and organize files in Google Drive
Google Docs
Create and edit documents via the AI assistant
Google Sheets
Read, write, and analyze spreadsheet data from chat
Notion
Search, update, and manage your Notion workspace via AI
Airtable
Query and manage Airtable bases from the AI assistant
Dropbox
Access and manage files in Dropbox via the AI assistant
OneDrive
Access and manage files in Microsoft OneDrive via AI
Confluence
Search and manage Confluence wiki pages via AI
Coda
Access and manage Coda docs and tables via AI
Linear
Manage issues and projects in Linear via the assistant
Jira
Create issues, track sprints, and manage projects in Jira
Asana
Manage tasks, projects, and team workflows in Asana
ClickUp
Manage tasks, docs, and goals in ClickUp from chat
Monday.com
Manage boards, items, and automations in Monday.com
Trello
Manage Trello boards, lists, and cards via AI
Wrike
Manage projects and tasks in Wrike via the AI assistant
Shortcut
Manage stories and epics in Shortcut via AI
Google Tasks
Manage to-do lists and tasks in Google Tasks via AI
Basecamp
Manage projects and team collaboration in Basecamp via AI
Todoist
Manage tasks and projects in Todoist via AI
HubSpot
Access CRM data and insights from the AI assistant
Pipedrive
Manage deals, contacts, and your sales pipeline via AI
Salesforce
Access Salesforce CRM data and manage records via AI
Attio
Manage relationships and workflows in Attio CRM
Zoho
Access Zoho CRM data and manage records via AI
Apollo
Search leads and manage outreach with Apollo via AI
Close
Manage sales pipeline and leads in Close CRM via AI
Capsule
Manage contacts and sales in Capsule CRM via AI
Affinity
Track relationships and deals in Affinity via AI
Access LinkedIn for networking, posts, and lead generation
Figma
Access Figma designs and context from the AI assistant
Canva
Access and manage Canva designs from the AI assistant
Miro
Access Miro boards and collaborate visually via AI
Webflow
Manage Webflow sites, CMS, and content via the assistant
GitHub
Interact with repositories, issues, and PRs from chat
Stripe
Query payments, customers, and invoices in Stripe via AI
FreshBooks
Access invoices, expenses, and clients in FreshBooks
Brex
Access card transactions and spend data from Brex
QuickBooks
Access QuickBooks accounting data via the AI assistant
Zoho Books
Access Zoho Books accounting data via the AI assistant
Sage
Access Sage accounting data via the AI assistant
Wave
Access Wave accounting data via the AI assistant
Square
Access payments, customers, and orders from Square
BambooHR
Access employee and HR data in BambooHR via AI
Workable
Manage hiring and recruitment in Workable via AI
Google Ads
Access Google Ads campaigns and spend data via AI
Meta Ads
Access Facebook and Instagram ad data via AI
Semrush
Access SEO analytics and keyword data via AI
Mailchimp
Manage email campaigns, audiences, and analytics in Mailchimp
Google Analytics
Access website traffic and analytics data from Google Analytics
Intercom
Access conversations and customer data in Intercom
Zendesk
Manage support tickets and customer data in Zendesk via AI
Freshdesk
Manage helpdesk tickets and customer support in Freshdesk
Shopify
Access orders, products, and store data from Shopify
DocuSign
Manage documents and e-signatures with DocuSign via AI
Clockify
Access time entries, projects, and reports from Clockify
Toggl
Access time tracking data and reports from Toggl
Harvest
Access time tracking and invoicing data from Harvest
Fireflies
Access meeting transcripts and notes from Fireflies
Granola
Access meeting notes, transcripts, and AI summaries from Granola
Don't see what you need?
We're always adding new integrations. Let us know what tools you'd like to connect with CashPanel.
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