Integrations
Automation that slots into the tools you already use.
Praetonis isn't another platform to adopt. The automations build around your existing stack — document collection, reminders, file routing, and data entry — so your team keeps working the way they already do, with the busywork removed.
QuickBooks Online
Stop re-keying between systems. Praetonis extracts figures from client documents, flags anything uncertain for a human, and pushes the verified numbers where they belong — so your team isn't hand-typing the most expensive data in the building.
Xero
Same workflow, your ledger of choice. Verified, human-signed data flows into Xero, and reminder sequences chase the missing documents that hold up your close — without anyone living in their inbox.
TaxDome
Automate the client document chase inside the practice-management workflow you already run. Requests, reminders, and routing happen on their own, with a live view of which clients are still holding things up.
Karbon
Trigger document requests and route incoming files automatically, so work items don't stall waiting on a person to file or follow up. Your team sees what's stuck — not just what's done.