Integrations

CogniFlow Books connects with the tools contractors rely on — payments, email, AI, and more. Everything works together so you can focus on your business.

Built-In Integrations

These integrations are included with every CogniFlow Books plan. No setup fees, no extra charges.

Stripe

Billing
Live

Secure subscription billing and payment processing for CogniFlow Books plans. All plan payments are handled through Stripe with PCI-compliant security.

  • Subscription billing
  • Secure checkout
  • PCI compliant
  • Automatic renewals

Resend

Email Delivery
Live

Professional email delivery for estimates, invoices, and payment receipts. Branded emails with your business name and logo.

  • Branded email templates
  • PDF attachments
  • Delivery tracking
  • Document attachments

OpenAI

AI Engine
Live

Powers AI-generated estimates, scope of work documents, Price Check analysis, and CFB Assist business recommendations.

  • AI estimate generation
  • Scope of work documents
  • Price Check margins
  • CFB Assist insights

Zelle

Payments
Live

Display your Zelle payment information on invoices and estimates so customers can pay instantly via their bank app.

  • Zelle email display
  • Zelle phone display
  • Invoice payment option
  • Estimate payment option

Venmo

Payments
Live

Include your Venmo handle on invoices for easy mobile payments from customers who prefer Venmo.

  • Venmo handle on invoices
  • Mobile payment option
  • Quick customer payments

Cash App

Payments
Live

Display your Cash App handle on invoices and estimates for customers who prefer Cash App payments.

  • Cashtag on invoices
  • Mobile payment option
  • Instant payment support

Bank / ACH

Payments
Live

Display your bank details on invoices for direct deposit and ACH payments. Show routing number and last 4 of account number securely.

  • Bank name display
  • Routing number
  • Last 4 account digits
  • Direct deposit option

PDF Generation

Documents
Live

Professional PDF generation for estimates, invoices, and scope of work documents with your business branding and logo.

  • Branded PDFs
  • Logo support
  • Payment schedules
  • Scope of work PDFs

Payroll Tax Engine

Payroll
Live

Built-in payroll tax calculations for all 50 states including federal income tax, Social Security, Medicare, and state-specific taxes.

  • Federal income tax
  • State income tax
  • Social Security & Medicare
  • Overtime calculations

NextAuth / Google OAuth

Authentication
Live

Secure authentication with Google sign-in. Your data is protected with industry-standard security protocols.

  • Google sign-in
  • Secure sessions
  • Two-factor ready
  • Enterprise-grade security

Coming Soon

We are actively building more integrations based on contractor feedback.

QuickBooks Invoice Import

Coming Soon

Import your existing QuickBooks invoices to get up and running faster. Customer import is already available.

Bank Account Linking

Coming Soon

Link your bank accounts directly to CogniFlow Books for automatic transaction syncing and reconciliation.

Online Invoice Payments

Coming Soon

Let customers pay invoices online via credit card or ACH. Payments are automatically tracked and marked as paid.

Google Calendar

Coming Soon

Sync job schedules and appointments with your Google Calendar.

SMS Notifications

Coming Soon

Send estimate and invoice notifications via text message to customers.

Everything you need, all in one platform

Stop paying for multiple tools. CogniFlow Books integrates payments, email, AI, payroll, and more — included in your plan.

Set up in under 2 minutes.

Best bookkeeping software for contractorsCogniFlow Books vs QuickBooks