NetSuite
Go Fig reads NetSuite so you can see a customer's orders, invoices, and payments before a renewal or onboarding call.
7 of 52 integrations
Accounting integrations
Invoices, payments, and the ledger. Check a closed deal against what was billed.
QuickBooks
Go Fig reads QuickBooks so you can see whether a customer has paid, check a closed deal against its invoice, and draft the invoice at close.
Sage
Go Fig reads Sage Intacct so you can see whether a customer has paid and what they were invoiced before a renewal call.
Square
Go Fig reads Square so you can see a customer's payments, orders, and refunds before a renewal or onboarding call.
Stripe
Go Fig reads your Stripe payments and subscriptions so you can see whether a customer has paid before your renewal call.
Xero
Go Fig reads Xero so you can see whether a customer has paid and what they were invoiced before a renewal or onboarding call.
Zoho Books
Go Fig reads Zoho Books so you can see whether a customer has paid before a renewal call and draft the invoice when a deal closes.
On the roadmap
Not available yetWhat your books tell you before a renewal call
Know who is paid up
Your brief shows what a client was invoiced and whether they paid, so an overdue balance comes up before the renewal call instead of on it.
Closed deals that match the invoice
Check what was sold against what was billed while the deal is still fresh, so a mismatch gets fixed before onboarding rather than at the first renewal.
Draft the invoice at close
With QuickBooks or Zoho Books, Go Fig can draft the invoice, the estimate, or the new customer record when a deal closes. Each one waits for your OK. Stripe, Square, Xero, Sage Intacct, and NetSuite stay read only, and Go Fig never charges or refunds anyone.
When the PSA does the billing
If your PSA sends its invoices to QuickBooks or Xero, Go Fig reads them there. It does not connect to the PSA itself.
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