Chatline

Post new jobs, accepted quotes and paid invoices to a Chatline channel.

CommunicationConnect
Category
Communication
Sync
Instant
Available on
All plans
Built by
Tandem

Overview

Choose a channel and the events you care about. Tandem posts a short, clear message when they happen.

What syncs

  • New jobs and bookings
  • Accepted quotes
  • Paid and overdue invoices

What syncs

  • Invoices and credit notesTo Bookkeep.ai
  • Payments and refundsBoth ways
  • Clients and contactsBoth ways
  • Expenses with receiptsTo Bookkeep.ai
  • Tax rates and accountsFrom Bookkeep.ai

Set up in minutes, not an afternoon

Three short steps. Most teams are syncing in under five minutes.

  1. Connect your account

    Click Connect, sign in to Bookkeep.ai and approve access. Tandem never sees your password.

  2. Choose what syncs

    Switch each record type on or off, and map your income accounts and tax rates.

  3. Sync and check

    Run the first sync, then review a sample invoice on both sides. After that it runs on its own.

Build with Tandem, ready in days

We move your data over, set things up around how you work, and stay with you until your team is confident.

  • Set up in days
  • Change plans anytime
  • Real human support
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