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QUANDIS

Partners · Integrations

Plugs into the systems you already run.

QBO sits above your existing systems. Storage, messaging, AI models, sign-on, payments, and data sources connect through configuration, not custom code, so you keep what works and orchestrate around it.

Cloud partners

Quandis is a partner of Amazon Web Services, Google Cloud, and Microsoft.

Storage

Microsoft 365 (Graph)

Work with documents stored in Microsoft 365 through Microsoft Graph.

Documents to Decisions

sFTP, FTP & FTPS

Exchange files with partners’ servers, and watch folders for new documents and imports.

Documents to Decisions

Documents & office

Microsoft 365 for the web

View and edit Word, Excel, and PowerPoint documents in the browser, with real-time co-authoring, while files stay in QBO storage. Built on Microsoft’s Cloud Storage Partner Program (WOPI).

Documents to Decisions

Aspose (Word, Excel, PDF)

Merge QBO data into Word, Excel, and PDF documents, and score data with Excel workbooks.

Documents to Decisions

Messaging & mail

Microsoft Graph & IMAP

Receive inbound email and link it, with attachments, to the right record.

Workforce Management

Azure Communication Services

Telephony for contact centers working from QBO records.

Partners & Security

iMailTracking

Send certified mail and track it: USPS tracking, postal fees, green cards, return mail, and affidavits.

Documents to Decisions

AI models

Anthropic Claude

Classification, extraction, review memos, replies, and batch processing.

AI

Google Gemini

The same AI capabilities through Gemini on Google Cloud, with context caching for long instructions.

AI

OpenAI

The same AI capabilities through OpenAI models.

AI

Amazon Bedrock

The same AI capabilities through models hosted in your AWS account.

AI

MCP servers

Let QBO’s AI agents use tools from external MCP servers.

AI

Identity & security

AWS KMS & Secrets Manager

Keep encryption keys and secrets in AWS’s managed services.

Partners & Security

Payments & accounting

Authorize.Net

Charge stored payment methods against ledger balances.

Data & Insight

QuickBooks

Connect QBO ledgers and payments to QuickBooks.

Data & Insight

Data & files

Excel & CSV

Import spreadsheets and delimited or fixed-width files, and produce Excel reports.

Data & Insight

SQL Server

Bulk-load data straight into staging tables, and run queries as data sources.

Data & Insight

REST APIs

Call external REST services as data sources for workflows and scoring.

Data & Insight

Amazon Machine Learning

Score records with machine-learning models.

Data & Insight

Data providers

LCI (G2 Web Services)

Run death and bankruptcy scrubs against your records.

Data & Insight

Credco

Order credit reports and keep the report and its liabilities on the record.

Data & Insight

Industry systems

Mortgage servicing systems

Deep integration with leading mortgage servicing systems: web services for real-time loan data, and bulk data exchange through scheduled file imports.

Process & Case Management · Mortgage Servicing

Automation & infrastructure

Webhooks & CloudEvents

Notify your systems the moment a transaction completes, with filtering on event data and an optional CloudEvents format.

Architecture & APIs

Don’t see your system? Every QBO operation is available through the same API pattern, and new integrations are plugins rather than custom builds. See Architecture & APIs.

Talk to our team