Practiq connects to the tools your firm already runs.

Real-time client books context + proactive monthly close prep

Practiq connects to QuickBooks Online via OAuth, pulls client book data every 4 hours, and surfaces anomalies, close readiness, and trend shifts so your CPAs don't have to log in to each client file to find out.

Multi-client Xero book context with weekly close readiness

Practiq's Xero integration will mirror QuickBooks Online capabilities: OAuth-based per-client sync, anomaly detection, monthly close readiness, and pre-meeting briefings.

Matter context surfacing across your Clio matters

Practiq connects to Clio Manage via Clio's REST API, reads matter metadata, time entries, document activity, and deadline data, and surfaces the matter-level context each attorney would otherwise reconstruct at the start of every matter touchpoint.

MyCase matter context with billing anomaly detection

MyCase integration will mirror the Clio integration: matter context sync, deadline risk scoring, billing anomaly detection, and pre-meeting briefings — built on MyCase's API.

Multi-client Gusto payroll context for HR advisors

Practiq connects to Gusto via the Gusto Partner API, reads per-client company payroll data, surfaces compliance anomalies across your book, and gives HR advisors multi-client context without logging into each Gusto instance.

Rippling-powered multi-entity HR context for advisors

Rippling integration will mirror Gusto's capabilities with added depth on IT + device management signals (since Rippling's HR + IT unified model is a distinct data source).

HubSpot CRM data surfaced per client engagement

Practiq connects to HubSpot CRM to pull client pipeline, contact activity, and engagement history so account managers and consultants don't lose sight of the sales-to-delivery handoff.

Monday project status surfaced in client context view

Practiq reads Monday board data per client account to surface deliverable status, deadline risk, and team capacity signals inside the Practiq client-context view.

Asana client project surfacing across retainer accounts

Asana integration mirrors Monday's capabilities — project-per-client mapping, deliverable status sync, deadline risk scoring — built on Asana's API.

Slack channel intel surfaced per client context

Slack integration (when built) would read client-specific channels and DMs to surface conversation context, commitments made in Slack but not logged elsewhere, and team coordination signals.