Frank connects natively to a range of popular accounting, e-commerce, and payment platforms. For any other system not directly supported, you can use Zapier to push records into Frank — allowing you to bring data from almost any business tool into your Frank account.
What Records Can Be Sent to Frank via Zapier?
The following record types are currently supported when sending data to Frank via Zapier:
Contacts — customer and supplier contact records
Invoices — sales invoices raised in your other systems
Bills — supplier bills and purchase orders
Payments — payment records linked to invoices or bills
How Frank Uses This Data For You
Once invoices, bills, payments, and contacts are flowing into Frank — whether via a direct integration or Zapier — that data powers the core of how Frank helps you manage your business finances:
Cashflow Forecasting — Invoices and bills feed directly into Frank's cashflow forecasts, giving you an accurate picture of money coming in and going out across future periods.
Accounts Receivable & Payable Visibility — Outstanding invoices and unpaid bills are tracked in real time, so you always know what you're owed and what you owe.
Bank Feed & Credit Card Reconciliation — Incoming payments are matched against your bank and credit card transactions, making reconciliation faster and reducing manual work.
Client & Supplier History — Contact records linked to invoices, bills, and payments give you a full transaction history for every client and supplier in one place.
Document Matching — Frank can match invoices and bills to corresponding payments and bank transactions, reducing the risk of duplicates and making it easier to keep your books clean.
When Should I Use Zapier?
Frank already has direct, native integrations with the most popular platforms across accounting, e-commerce, and payments. If you are using any of the platforms below, you do not need Zapier — simply connect them directly via hellofrank.ai/integrations:
Accounting: QuickBooks Online, Xero, Sage Online, FreshBooks
E-commerce: Shopify
Payments: Stripe, Square
Payroll (Coming soon): Gusto, Rippling, Quickbooks & Xero Payroll
Zapier is the right choice when you are using a platform that is not yet natively integrated with Frank, but that platform already has a Zapier integration. This allows you to automate the flow of contacts, invoices, bills, and payments into Frank from virtually any other tool.
Accounting & Bookkeeping
If you use an accounting tool not yet natively integrated with Frank, the following popular platforms are available via Zapier:
Wave — free accounting software popular with small businesses and freelancers
Zoho Books — part of the Zoho business suite
MYOB — widely used in Australia and New Zealand
Sage Intact
E-Commerce & Retail
Beyond the native Shopify integration, you can connect other e-commerce platforms to Frank via Zapier, including:
WooCommerce — the leading e-commerce plugin for WordPress sites
BigCommerce — popular with growing online retailers
Wix eCommerce — for businesses using Wix to sell online
Squarespace Commerce — e-commerce built into Squarespace websites
Etsy — marketplace for handmade, vintage, and creative goods
Amazon Seller Central — for businesses selling on Amazon
Payments & Invoicing
Beyond the native Stripe and Square integrations, other payment and invoicing tools are accessible via Zapier:
PayPal — widely used for online payments and invoicing
GoCardless — direct debit and recurring payments platform
Chargebee — subscription billing and revenue management
Recurly — subscription management platform
Invoiced — accounts receivable and invoicing automation
Industry-Specific Tools
Zapier also opens the door to industry-specific platforms. A common example is the construction industry, where job costing and project invoicing tools can send records directly to Frank:
Construction & Trades
Procore — leading construction project management and job costing platform
Buildertrend — project management and invoicing for home builders and remodelers
CoConstruct — custom home builder and remodeler management software
Jobber — field service and job management for trade businesses
ServiceM8 — job management for trades and field service businesses
simPRO — job management and quoting software for trades contractors
If your platform supports Zapier and you are unsure how to set up the connection, reach out to our support team and we can help you get started.