Overview
Use Tandem triggers and actions in Linkwise to connect thousands of apps, from forms to spreadsheets, without writing code.
What syncs
- New client, job, quote or invoice triggers
- Create client and job actions
- Status changes
What syncs
- Invoices and credit notesTo Bookkeep.ai
Set up in minutes, not an afternoon
Three short steps. Most teams are syncing in under five minutes.
Connect your account
Click Connect, sign in to Bookkeep.ai and approve access. Tandem never sees your password.
Choose what syncs
Switch each record type on or off, and map your income accounts and tax rates.
Sync and check
Run the first sync, then review a sample invoice on both sides. After that it runs on its own.
