Integrations

The job pressure

Teams need client payments and approvals without becoming the middleman for someone else’s money or secrets.

All packages — connect only what you use

On the job

Teams need client payments and approvals without becoming the middleman for someone else’s money. Connect Stripe for Client Collect; typed portal e-sign is included.

Connect Stripe from Billing with Stripe’s own login so invoice Collect pays your account. Optional QuickBooks push sends what you choose; Refresh compares those stamped documents — books stay in QuickBooks; EstiLumina does not rewrite your ledger. Clients approve proposals and change orders with a typed name in the portal.

Connect only what you use. Nothing asks you to paste secrets. Spreadsheet OAuth syncs are not a product feature today.

How it works

1. 1

   Connect Stripe from Billing so invoice Collect pays your account.

2. 2

   Clients approve proposals and change orders with typed e-sign on the portal — included.

3. 3

   Optional QuickBooks push for invoices you choose, then Refresh to compare stamped documents — books stay in QuickBooks.

4. 4

   Keep quantities in Takeoff with Excel export/import; keep accounting in your own books.

What you get

• Client Collect via your Stripe Connect login
• EstiLumina subscription billing separate (Negi)
• Portal typed e-sign for proposals and change orders
• Field install strip for site capture
• Connect with each provider’s own secure login — nothing to copy and paste
• Optional QuickBooks push and Refresh — books stay in QuickBooks

Why teams subscribe

• Clients pay you — not a platform middleman
• Owners sign on the portal without a separate account
• Your accounting stays in your own books — nothing pretends to sync

Honest boundaries

• Not a replacement for your accountant’s books, and not a silent rewrite of invoice amounts.
• Not a webhook marketplace you configure with pasted secrets.