We read your clients' books nightly. We never write to them.
Four systems feed 360 Centric in production today. Everything else here is either still being built or something we've decided against, and this page says which.
At a glance
Does it work with your stack?
Live today
One-time import
How this works
360 Centric sits above your accounting system. It reads; it never writes.
Your clients' ledgers stay the record. We read them on a schedule, and everything you see in 360 Centric is built on top of what we found there.
360 Centric has no ability to create, edit, or delete anything in your accounting system. It isn't in the product, so there's nothing to set up wrong and nothing to undo. If a number is wrong, it's wrong in QuickBooks Online or Xero, and that's where you'll fix it.
Live today
Connected in production, not on a roadmap.
Each of these runs against the vendor's real API for real firms right now. The cadence and the limits are printed here because you'd ask anyway.
You authorize one company at a time, connecting straight to Intuit's live system. The pull runs overnight, and you can force a fresh one when you don't want to wait until tomorrow.
What we read
Intuit publishes no bulk client roster, so nobody can hand you every company your firm touches in one list. Each company authorizes on its own.
Xero
One authorization covers every client company you granted it for. A firm with thirty Xero organisations signs in once instead of thirty times.
What we read
Xero's API publishes no cash-flow report, so you won't see one for a Xero organisation.
Each person connects their own mailbox rather than the firm wiring up one account for everybody. It syncs every quarter hour, and it's the one connection that also sends: a reply from 360 Centric lands in your real Outlook Sent Items.
Read and send. Nothing else in the mailbox changes.
Anchor sends us updates the instant something changes. A scheduled check runs behind it and catches anything the instant update missed.
What we read
Information flows one way, from Anchor to us. Nothing 360 Centric does changes anything inside Anchor.
Moving in from another system.
These two run once. They're imports, not connections, and nothing keeps syncing after the report comes back.
You hand us a Liscio export and we bring across accounts, contacts, memberships and documents. Matching is AI-assisted, and a reconciliation report at the end shows you what matched, what didn't, and what we left alone. Then it's finished. Liscio isn't connected afterwards, because there's nothing left to connect.
Documents and jobs come across today. Accounts and contacts don't yet. If TaxDome is where your client list lives, plan on bringing it over another way.
Coming soon
Two systems are being built. Here they are.
This list is short on purpose. Something moves up to the live list when it's actually running for a real firm, not when the work is merely finished.
Read-only Gmail is built and gated: your Workspace admin marks 360 Centric as trusted, then mailboxes can connect. It reads; it never sends. It moves up to the live list when a real firm runs it.
Ignition doesn't offer a way for outside software to connect directly. There's a Zapier app, and that's the only door in, which caps what any Ignition connection can do, ours included. We're building around that limit rather than waiting for a door Ignition hasn't announced.
Deliberately not doing
Where 360 Centric stops.
Most vendors leave this part off the page. We'd rather you read it now than find out in month three.
Preparing, calculating or filing a return.
Drake, UltraTax CS, Lacerte, ProSeries, ProConnect, or whatever engine your firm runs — that work stays where it is, and it's done there well. One more tax engine would be a worse version of the ones that already work.
Writing anything back to your accounting system.
Read-only isn't a phase we expect to grow out of. We have no way to change anything in QuickBooks Online or Xero, and we're not building one. Your clients' ledgers are your clients' ledgers.
Telling you an account is reconciled.
QuickBooks Online and Xero don't share whether an account has been reconciled, so that information isn't available to us. What you get from us is cleared versus uncleared, plus a “reconciled through” date somebody on your team types in. It's a proxy, and the product says so on the screen.
Keep your books where they are. Put the work around them in one place.
We'll walk the connection screens with you in the demo, including the parts that aren't finished. Bring a QuickBooks Online or Xero company you know well and see whether what we pull matches what you'd expect.