FinanceLink — AlayaCare → Accounting Sync

FinanceLink AlayaCare → Accounting Sync · Product & Scope Overview

Stop hand-keying AlayaCare data into QuickBooks — and into every other accounting system you touch.

FinanceLink connects AlayaCare to your accounting platform and keeps the books continuously reconciled. Ledger entries, invoices, claims, payments, credit memos, and write-offs flow automatically every night — mapped to the right GL accounts, customers, and cost centers. No manual journal entries. No month-end scramble. No drift between your system of record and your books.

Built specifically for home care agencies with the messy realities of funder billing, branch-level reporting, and revenue recognition across service dates. Anonymous funder rollups or client-level detail — your call.

At a glance

Nightly Automation

Sync runs unattended every night — wake up to reconciled books.

Zero Manual Entries

Eliminate hand-keyed journal entries between AlayaCare and accounting.

QuickBooks Online Ready

Production QBO connector ships today; other platforms built to order.

Idempotent & Safe

Re-run any sync without fear — no duplicate records, ever.

Self-Healing Retries

Failed transactions retry automatically each night with full context.

Smart Account Mapping

Auto-maps GL accounts, cost centers, bill codes, and customers — refreshed nightly.

Complete Audit Trail

Every sync attempt logged with source, result, batch ID, and errors.

Cloud-Hosted

Azure serverless — no infrastructure, scales with month-end spikes.

What FinanceLink does

Automated Daily Sync

Transactions, invoices, claims, and payments are pulled from AlayaCare and posted to your accounting platform every night. Producer-consumer fan-out handles month-end spikes without manual intervention.

Scheduled batch sync Async queue processing Idempotent posting Full transaction-history audit trail

QuickBooks Online — Ready Today

Production-ready QBO connector handles invoices, journal entries, payments, credit memos, deposits, customers, accounts, classes, and items. OAuth tokens auto-refresh every two hours so syncs never stall on expired credentials.

Full QBO object support OAuth 2.0 lifecycle Install validation Customer auto-creation

Bring Your Own Accounting Platform

The same sync engine, mapping system, and admin UI is built to power connectors for Xero, Sage Intacct, NetSuite, Microsoft Dynamics, and more. Additional connectors are scoped and built to order on the proven engine.

QuickBooks Online out of the box Other platforms quoted & built per engagement

Intelligent Mapping Engine

Auto-maps AlayaCare GL accounts, cost centers, bill codes, customers, branches, and funders to your accounting system. Mappings refresh nightly so newly created items in either system land in the right place automatically.

Account + cost center mapping Bill code + customer mapping Fallback accounts Nightly refresh

Full Transaction Coverage

Sales, payments, voids, write-offs, credit notes, debit notes, and cancelled cash receipts — all handled with the correct GL impact. LEDGER, INVOICE, or MIXED mode lets you choose journal-only, invoice-only, or both.

All AlayaCare transaction types Three integration modes Anonymous or client-level billing

Self-Healing & Duplicate-Proof

Idempotent posting means re-running a sync never creates duplicates. Failed transactions retry automatically each night (up to 5 attempts) with full error context, so transient failures resolve themselves without an operator.

Idempotent writes Nightly retry loop Poison-queue handling Per-entity transaction history

Admin Dashboard & Transaction Viewer

Web-based UI to configure your integration, browse sync history, trigger manual syncs, and debug failures. Filter by date, status, batch ID, or RowKey to find any transaction in seconds.

Configuration UI Transaction browser Manual sync trigger Session-based auth

Cloud-Hosted on Azure

Runs on Azure serverless — nothing to install, nothing to maintain. Credentials live in Key Vault, scaling is automatic, and separate test and production environments let you validate changes before they touch live data.

Azure Functions Table & Queue Storage Key Vault credentials Test & prod environments

Supported accounting platforms

QuickBooks Online Ready Xero Build to order Sage Intacct Build to order NetSuite Build to order Microsoft Dynamics Build to order

QuickBooks Online is fully built and in production today. Connectors for other accounting systems run on the same proven engine and are scoped, quoted, and built per engagement — talk to us about your stack.

What we configure during setup

Integration mode

LEDGER (journal entries), INVOICE (invoices & claims), or MIXED.

Account & cost center mapping

AlayaCare GL accounts, cost centers, and bill codes linked to your chart of accounts.

Customer mapping mode

Anonymous funder rollups or individual client-level customers.

Branch & class tracking

Which branches sync, and how cost centers post (line-level, transaction-level, or off).

Credentials & OAuth

AlayaCare API and accounting-platform OAuth connection, with token auto-refresh.

Test environment validation

Full end-to-end sync into a sandbox before any production data is touched.

What you provide

AlayaCare account

With API access enabled.

Accounting platform

QuickBooks Online today, or another system you'd like a connector for.

Chart of accounts & cost centers

Set up in both systems so the mapping engine can link them.

Notification recipients

For sync error alerts and unmapped-item reports.

Scope notice: The QuickBooks Online connector is included and production-ready. Connectors for other accounting platforms (Xero, Sage Intacct, NetSuite, Microsoft Dynamics, etc.), custom mapping logic, and additional source systems beyond AlayaCare are outside the base package and would be scoped and quoted separately.