QuickBooks
Sync client records, billing context, and financial workflows so your team always works from current books.
Integrations
Connect the Tools Your Firm Already Uses
Untangly plugs into your accounting stack so your team stops copying data between systems and starts working from one connected platform.
Gmail
Turn client email into connected workflows — link messages to clients, tasks, and projects automatically.
Microsoft Outlook
Keep Outlook conversations tied to client records, deadlines, and team assignments without manual forwarding.
Open REST API
Build custom automations and connect internal tools with a fully documented, firm-scoped REST API.
MCP Server
Connect AI assistants and automation tools through a dedicated MCP server built for accounting workflows.
Your Firm Runs on Systems. It's Time They Actually Worked.
Set up in a day. Adopted by your whole team. Felt by every client. Every week you spend chasing clients over email and reconciling disconnected tools is a week you're not growing.
