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DocsBooks and integrations

Integrations directory

Every source Cass can read today, what it reads from each, and how each one connects.

Books and billing

Books and billing integrations
Source	What Cass reads	How it connects
Excel and Google Sheets	A sales register, expenses, a cash book or a full ledger	Upload, or link a Google Sheet or OneDrive file
Tally (TallyPrime)	The Day Book, with the list of accounts	Upload the XML export, or run the helper on the Tally PC
Zoho Books	Invoices, credit notes, bills, payments and contacts	Approve read-only access on Zoho
Swipe	Sales invoices, credit notes, purchases and payments	API key: Settings, API Integration in Swipe
Refrens	Invoices and the payments on them	API keys: Business Settings, Integration, Accounting Integration (on request, Premium plans)
Odoo	Posted journal entries and the chart of accounts	API key: My Profile, Account Security in Odoo

Bank

Bank sources
Source	What Cass reads	How it connects
Bank statements, any bank	Every payment in and out, and the closing balance you confirm	Upload PDF, CSV, XLS or XLSX on the Bank screen

Payments

Payment gateway integrations
Source	What Cass reads	How it connects
Razorpay	Payments, refunds, fees and settlements to your bank	Live key: Account & Settings, API Keys
Cashfree	Settled payments, refunds, disputes and fees	App ID and secret: Developers, API Keys (Payment Gateway)
PayU	Payments with PayU's fees, and when each was settled	Merchant key and salt: Payment Gateway, Key and Salt
Stripe	Payments, refunds, fees and payouts to your bank	A restricted key with read access to Balance only

Online store and payroll

Store and payroll integrations
Source	What Cass reads	How it connects
Shopify	Orders, tax, discounts and refunds	Enter your myshopify.com address, then approve read-only access
Keka	Each pay run's totals: gross, net pay, TDS, PF, ESI and headcount. No employee names.	API credentials, created by a Keka admin

Not connected directly yet

Vyapar, myBillBook, Busy and Marg have no public way for an app to read them yet, and greytHR, Amazon and Flipkart need approvals first. Until then, send their Excel exports as a spreadsheet upload. QuickBooks closed in India in 2023, so it isn't needed.