Meet your books where they are
Migrate from QuickBooks or Xero in minutes, and pull documents straight from Google Drive. A short list — because everything on it actually works.
Connect these right now
Available in Settings → Integrations on every paid plan.
LiveQuickBooks Online
Connect with OAuth and import your trial balance — accounts and balances land in myTB as your opening position, so switching doesn't mean re-keying.
LiveXero
Same one-click migration path: authorize Xero, preview the trial balance as of any date, and import it into the entity you choose.
LiveGoogle Drive
Point myTB at a Drive folder and new statements, invoices, and receipts flow into your document queue automatically — extracted and ready to review.
Connect Hermes, Claude, or your own Grok-powered agent.
Give external agents a discoverable accounting tool layer through MCP, with organization-scoped keys and human approval before ledger-changing work.
Explore AI agent integrationsComing soon
In progress — not yet connectable. We'd rather tell you that than ship a logo wall.
Plaid
Bank feeds
Coming soon
Canopy
Practice management
Coming soon
Drake Tax
Tax prep
Coming soon
UltraTax CS
Tax prep
Coming soon
CCH Axcess
Tax prep
Coming soonNo bank feed? No problem.
myTB was built PDF-first: drop in bank and card statements exactly as your bank exports them and the AI extracts, categorizes, and reconciles every transaction. You don’t need a single integration connected to run your books end to end — connections just remove steps.