Accounting integration
We connect your e-shop or CRM to accounting software so orders, invoices and payments reach your books without retyping.
Accounting integration for daily operations
Accounting integration connects your online store, CRM, or custom software directly with your accounting system. Instead of staff copying invoices, entering customer details, or matching payments line by line every day, data transfers automatically between systems.
When a customer places an order online, the integration creates the transaction document in your accounting software, applies the correct VAT rates, and updates inventory levels. When a payment arrives, the system helps match it with the issued invoice, reducing manual errors and saving time.
KVANTS sets up data exchange alongside your accountant: we check software API capabilities, align accounts and document types, and prepare your data flow for e-invoicing.
E-shop to accounting integration
An e-shop to accounting integration connects your online sales directly with financial management. Customer details and orders turn into accounting entries automatically, so files no longer have to be exported and imported by hand.
Data flow can run in both directions. Invoices and customer profiles travel from the store to the accounting software, while updated product prices and inventory counts sync back to the online store.
Order and invoice creation
When a purchase is completed, the system finds or creates the customer profile and generates a sales document with matching product items, delivery costs, and discounts.
Inventory stock synchronisation
Customers see current stock levels in the store, updated directly from the accounting or warehouse management software.
Horizon integration
Visma Horizon features a documented REST API (horizon-rest-doc.visma.lv) for data exchange with e-commerce platforms like WooCommerce, Shopify, and Magento, as well as custom-built systems.
A Horizon integration uses a dedicated Horizon WEB user with permissions matching the required access levels. It transfers product catalogues, pricing, and stock to the store, and imports sales orders back into Horizon. For e-invoicing, Horizon supports the e-adrese integration and the Unifiedpost operator.
Jumis integration
Jumis Pro (formerly Tildes Jumis) offers a REST API for cloud databases to import and export partners, products, stock and financial documents in Jumis XML format. Jumis also offers an e-shop module for syncing orders and stock.
The platform supports bank statement import with automated payment matching, alongside built-in options for e-invoicing (such as Jumis Envoice and Unifiedpost). For locally installed Jumis versions, options depend on the version and usually rely on file import and export.
Other accounting software
Businesses also rely on platforms like PayTraq, Standard Books, or Ozols. Every accounting software integration starts with analysis: checking API availability, supported file formats, and required user permissions.
If an API exists, we build a direct system connector. If no API is available, we set up automated file import and export using XML or CSV files, so data no longer has to be typed in by hand.
Payments and bank statements
Reconciling payments often adds work for accounting teams. Many systems support bank statement import in XML formats, including ISO 20022 (SEPA XML, camt.053) and FiDAViSta.
Payment service providers such as Stripe, PayPal, or Montonio present additional complexity because they transfer funds in bulk payouts minus processing fees. Custom integration helps match these payouts and reports against individual e-shop invoices.
E-invoicing and VAT details
According to the State Revenue Service (VID), structured e-invoices are mandatory for public sector transactions (G2B/B2G) from 1 January 2025, with data submission to VID within five working days starting 1 January 2026. From 1 January 2028, e-invoicing becomes compulsory for business-to-business (B2B) transactions, remaining voluntary until then.
An e-invoice is an XML file aligned with national standards and PEPPOL BIS Billing 3.0. It can be sent from accounting software connected to the PEPPOL network, e-adrese or the EDS API, through an e-invoice operator, or manually in e-adrese. VID uses e-invoice data to pre-fill VAT declaration annexes. In the integration we take care of the data structure and agree whether amounts are transferred with or without VAT to prevent rounding differences.
Working with your accountant
We build integrations in close cooperation with your accounting team. Your accountant sets the chart of accounts, document types, VAT rates, and booking rules, while we make sure data from your e-shop or CRM reaches the system in the form they need.
KVANTS is a technical development studio, not an accounting firm or tax advisory. Questions on VAT application or specific tax obligations are handled by your accountant, while we manage technical implementation.
If you also need to automate workflows outside finance—such as CRM entries, reporting, or transactional emails—we offer business process automation as a separate service.
What's included?
Analysis of data flows, document types, and accounting requirements
Automated sync of sales orders, customer profiles, and invoice export
Updates for inventory stock levels and product pricing in the e-shop
Alignment of VAT calculations and tax rate mapping
Processing of credit notes, returns, and refund transactions
Formatting and data preparation for PEPPOL BIS Billing 3.0 e-invoicing
Reconciliation of bank statement import files and payment provider payouts (Stripe, Montonio)
Duplicate document prevention and automated error notifications
Testing and verification in a staging environment or database copy
Why choose us?
Full cycle
Development, design, hosting, email, maintenance — all in one place. No need to coordinate multiple vendors.
Own infrastructure
Client projects run on our servers with 24/7 monitoring. We catch issues before your visitors do.
Clear pricing
A development plan before work starts and a fixed project price. No upfront payment for small jobs.
Direct contact
You talk directly to the developer, not a project manager. Faster decisions, fewer misunderstandings.
How we work
Data flow analysis
We review the document types, chart of accounts, and VAT settings required by your accountant, along with data structure from your e-shop or CRM.
Technical specification
We verify API access and import or export capabilities in your accounting software to define data exchange logic.
Connector development
We build the software integration to transfer invoices, customer records, and payment statuses between systems.
Testing with your accountant
We test data transfer in a staging environment to confirm that line items, totals, and VAT amounts match accounting requirements.
Launch and monitoring
We deploy the integration into production, monitor system performance, and receive notifications to address errors promptly.
Frequently asked questions
Will our accountant need to change their daily workflow?
Usually not. Your accountant continues working in their familiar accounting software. The integration eliminates manual file preparation and double data entry by delivering invoices and customer records automatically.
Which accounting software do you support?
Horizon and Jumis Pro feature documented REST APIs, which gives a clear starting point. Systems like PayTraq, Standard Books, or Ozols can also be integrated if they offer API access or structured file import. We check this before work starts.
How are product returns and credit notes handled?
When a return or refund is processed in your e-shop, the system can generate a credit note in the accounting software and restore inventory stock. We align this logic with your accountant.
How do we avoid rounding issues with VAT and cents?
E-commerce platforms and accounting systems sometimes handle rounding differently. Before launch, we agree whether values pass inclusive or exclusive of VAT and test various basket combinations.
Can inventory stock levels sync in both directions?
Yes, though one system usually serves as the primary master, typically the accounting or ERP system. The integration reads stock updates and reflects them in the store, while orders adjust inventory levels accordingly.
How do you prevent duplicate invoices from being created?
Every order and invoice receives a unique identifier. The integration checks for existing identifiers in the system before generating new records.
What do the upcoming B2B e-invoicing rules mean for e-shops?
From 2028, invoices for B2B sales will have to be issued as structured e-invoices in XML format. It is helpful to align with your accountant on delivery channels and update customer details, VAT numbers, and line items now.
How secure is our financial data during transfer?
We create dedicated API credentials with restricted permissions and transfer data over encrypted connections. Financial data is held only as long as necessary for transfer and error logging. No one can promise absolute security, but this approach significantly reduces the risk.
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