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RootFi is a unified API provider designed to streamline accounting integrations. By simplifying the process of connecting to various accounting platforms, RootFi helps businesses access and manage their financial data with ease. The first step in working with RootFi is to connect an integration - this is the accounting platform whose data you want to retrieve and manipulate through RootFi’s unified API.

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How do I set up and enable Accounting Integrations?

Before you can begin pulling data via RootFi, it is recommended to test the integration by signing up with the accounting software provider of your choice, such as Zoho Books and Xero. Most platforms require OAuth credentials to enable you to connect to their APIs. To get started quickly you can use RootFi’s credentials, which are provided in the RootFi dashboard. This enables you to enable an integration with a single toggle. When moving to production we recommend you get up your own OAuth credentials. We have compiled detailed information on how to get set up with all the platforms we support.