Integrations

Open to your firm’s ecosystem.

Production, HR, office, BI, AI: Beeye fits into your existing chain, it does not replace it. The mode of each integration is specified before onboarding.

The quote-to-invoice flow, without re-keying

The quote-to-invoice flow is the engine room of your firm. By optimizing how resources are assigned to engagements, Beeye smooths every step of the cycle, where value is created, without re-keying.

Upstream · Quote

Engagements and budgets flow from your practice-management tool or CRM into the workload plan.

Core · Workload plan

Budget, schedule, enter time. Beeye organizes delivery, engagement by engagement.

Downstream · Invoice

Actual time and progress feed your billing tool, without double entry.

Your tools, connected to Beeye

Beeye connects to the tools you already use. Depending on the tool, the link is a native API, a connector or an import/export: the exact mode is specified before onboarding.

Practice management & workflowPractice Engine, Star, CCH Axcess Practice+, CCH Workflow / XCM

Engagements, files and production data, depending on the mode available for your tool.

ERP, billing & complianceDeltek, Certinia, Aiwyn, LCvista

Project, billing and compliance data, depending on the mode available for your tool.

Microsoft & reportingMicrosoft Dynamics, SSO Entra ID, Outlook, Power BI

Single sign-on with MFA inherited from your directory, your exchanges in the loop, and your workload-plan data feeding your leadership dashboards.

Data in and outExcel import / export, REST & GraphQL API

Your existing files stay in the loop, and an open API for everything else.

AI assistantsClaude, Copilot, ChatGPT

Your AI assistants connected to the workload plan: the AI proposes, a manager approves.

Beeye fits into the firm’s existing chain, it does not replace it. The mode of each integration (native API, connector or import/export) is specified before onboarding. That is how AAFCPAs works, with engagement budgets flowing into Beeye from IRIS Practice Engine.

Frequently asked questions

Are all integrations native APIs?

No. Depending on the tool, the link is a native API, a connector or an import/export. We specify the exact mode of each integration before onboarding, without overselling.

Does Beeye handle billing?

No. Beeye covers the workload plan, time and profitability, and interfaces with your billing tools (Aiwyn, Deltek, Certinia…) via API or export.

Can we connect our AI assistant?

Yes, from Claude, Microsoft Copilot or ChatGPT, through a secure connector. The assistant queries Beeye and proposes; a manager approves, and every action is logged.

Ready for September?

See Beeye in your firm’s chain.

We start from your current tools and show you how Beeye fits in, without re-keying.

Book my demo

30 minutes with an expert who knows firms. We’ll tell you straight if Beeye is right for you.