ServiceFlow Accounting

Overview

How to access

• From ServiceFlow — Accounting menu item when enabled (SSO opens new tab)
• Direct URL — production: https://accounting.serviceflow-pro.com (local dev: http://localhost:3011)

What you can do today

• Enable integration and restrict allowed roles (e.g. Admin, Manager, Office Staff).
• Open accounting portal via SSO token from main app Accounting menu.
• Sync notifications from invoices/payroll webhooks where API ACCOUNTING_SERVICE_URL is configured (hosting team).
• Complement QuickBooks Online Sync if you use QBO instead or alongside.

Prerequisites

• Integration enabled in Settings → Integrations.
• User role in allowed roles list.
• Accounting service deployed for your environment.

Step-by-step

Enable (admin)

1. Settings → Integrations → ServiceFlow Accounting.
2. Enable integration.
3. Select allowed roles.
4. Save.

Open portal

1. Click Accounting in main menu (if visible).
2. Browser opens portal with SSO login token.
3. Work in accounting UI for books, reports, and sync status.

If menu missing

• Confirm integration enabled and your role is allowed.
• Confirm business data finished loading after login.

Current limitations

• External app — not embedded in main ServiceFlow screens.
• Requires separate deployment and credentials (ACCOUNTING_ENCRYPTION_KEY, etc.).
• Not a replacement for CPA review—configuration complexity varies by business.
• Feature parity with QuickBooks varies—choose primary system of record deliberately.

Roadmap

• Deep links from invoice to accounting entry.
• Unified financial dashboard tile in main app.
• Automated reconciliation status in invoice list.

Related features

• QuickBooks Online Sync
• Invoices
• Reports & Analytics
• Employee Payouts