Connect Innergy to your finance system
Innergy and QuickBooks Online or Zoho Books, kept in sync and joined in one dashboard, set up around the way your shop works.
Book a walkthroughYour shop floor and your books, finally in the same place
Innergy knows what a job costs. Your accounting system knows what was invoiced, collected and paid. We connect the two, so every project shows what it is really earning, without anyone re-keying a number.
Open any project and see where the money went
Contract value, billing, deposits and outstanding AR next to cost by work order, labour and material, with the margin you quoted beside the margin you're making.
Know what the exchange rate is doing to your margin
Quote in CAD, bill in USD? See your break-even rate, what each US project earns at today's rate, and how margin moves as the dollar does.
Catch drift before month-end does
A nightly check compares Innergy with your general ledger, account by account, and tells you what's out of step and why, so closing the month isn't a hunt.
- Customers and vendors
- Quotes and purchase orders
- Bills for received materials
- WIP journals
- Cost of goods sold
Innergy and your books stay in sync, automatically
Customers, vendors, purchase orders, quotes, bills, WIP journals and cost of goods flow from Innergy into QuickBooks Online or Zoho Books every night, in the right order. Your team can run any step by hand after a change.
Built around your workflow, not a template
No two shops run the same way, so we set it up around yours. You get the views and the sync rules that match how your team works today.
Your accounts and business units
WIP, inventory and COGS post to your chart of accounts, split the way you report.
Your production stages
Work moves to finished goods and cost of sales at the stages that make sense for your shop.
Your billing rules
Deposits, progress billing, US pricing and payment terms follow your process.
The views your team needs
Start with these screens, then add the reports and alerts your team actually uses.
Running Innergy?
We'll walk you through the dashboard and what it would look like with your data and your books.
