Your tools already export. That is the integration.
We will be honest about this page, because integration catalogs are where software marketing usually lies. There is no wall of logos here. The way data gets into the OS today is the Intake engine: you feed it the files your bank, payment platform, payroll and timesheet tools already produce, and it reads them properly.
Why files before APIs
Every bank, every payment platform and every timesheet tool can export a statement. Almost none of them offer an API your team can actually use without a middleman, and connector-based syncs break silently and get reconciled never. A file you dropped in is a file you can audit. So the intake path ships first, and it ships strict: arithmetic checked, uncertainty queued as questions, nothing written silently.
Drop in the paperwork you already have
Bank statements, Payroll sheets, Invoices, Timesheets, as CSV, TSV, TXT and PDF. Scanned PDFs are refused with an explanation, not guessed at.
It learns each format once
The first statement from your bank teaches it the layout. Every one after that is read instantly, with no re-learning.
It checks the arithmetic
Opening balance plus transactions must equal closing balance. Rows that don't add up become questions, not entries.
It asks instead of guessing
Anything uncertain goes to a review queue, one question at a time, with the source row shown. It never guesses on money.
It matches across documents
Payroll rows are paired with the bank debits that paid them, with the evidence shown and a confidence score on each match.
Nothing is written silently
Reading never touches your books. You preview every import as a dry run first, and every import can be undone per document.
It is never compulsory
The manual path always exists. If a document confuses it, or you just don't trust it yet, type the entry in and carry on.
What happens to a dropped file
1. It reads and checks
The first file from a source teaches it the layout, once. Then it verifies the arithmetic: opening balance plus transactions must equal closing balance.
2. It asks, not guesses
Anything uncertain goes to a review queue, one question at a time, with the source row shown. Payroll rows get matched to the bank debits that paid them, evidence attached.
3. You preview, then commit
Every import is a dry-run preview before it touches your books, and every import can be undone per document. The manual entry path always remains.
In development
ClickUp insights
In buildA read-only view over what your team already tracks in ClickUp, so leadership can see across it without changing how delivery works. It is being built now and is not part of any plan's live claims. Start the trial and you get it the day it ships.
That is the whole list. When we add a connector, it will appear here after it works, not before.
No migration project required
Keep your bank, your payment platform and your timesheets. Bring their exports, and the OS keeps your books continuously current.
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