ExpenseBot supports several accounting packages, but the delivery method and certification level differ.
Direct connections
- QuickBooks Online: production API connection for owners and accountants acting for clients.
- Xero: production API connection for owners and accountants acting for clients.
- Wave: production owner-only API connection.
- FreeAgent: public owner-only API beta with direct support if something does not work.
- Zoho Books: owner-only direct connection, public beta — reviews receipts against the selected bank/card feed, recognizes existing transactions, categorizes safe feed matches, and creates Expenses or Bills with the receipt attached after Zoho confirms the entry. Nothing posts without review. Also reachable through MCP and agent workflows (the Viktor pattern). The reviewed expense CSV below remains available as the file alternative.
Reviewed file workflows
- QuickBooks Online: detailed and summary import files (alternative to the direct connection).
- Xero: detailed and summary import files (alternative to the direct connection).
- Sage 50 Canada: General Journal and Purchase Invoice files.
- Sage 50 USA: General Journal and Purchase Journal CSV files.
- Zoho Books (CSV alternative): expense CSV with Paid Through and currency safeguards — for file-based workflows and accountants working on a client's books, since the direct connection above is owner-only.
- FreshBooks: exact five-column expense CSV; FreshBooks does not remove duplicates.
- Sage Intacct: balanced GL Journal or AP Bills CSV; compare with the company's current template.
- NetSuite: balanced summary journal for the Import Assistant; OneWorld users supply a Subsidiary default.
- Business Central: balanced paste source for Edit in Excel, not a direct CSV import.
- Generic accounting systems: expense CSV, journal-entry CSV, and multicurrency journal CSV for any package that imports standard files.
Not currently supported as dedicated transaction imports
- QuickBooks Desktop: no certified IIF output.
- MYOB: chart-of-accounts ingestion and the generic interchange files only — no dedicated MYOB transaction file.
- FreeAgent and Wave: API only; no supported package-specific file format.
For file workflows, upload the destination chart of accounts, review ExpenseBot's mapping, import one small preview, and confirm the accounting package's required accounts, dates, currency, tax, and dimensions before posting. Receipt attachments, vendor creation, dimensions, and duplicate prevention vary by destination and are not implied by a CSV file.
🧮 Learn how ExpenseBot transforms accounting practices: 🔗 ExpenseBot for Accountants
ExpenseBot keeps the receipt evidence and reviewed expense data organized even when the final posting step uses a package-specific file workflow.