Connect the tools you rely on, without breaking governance across pipeline, delivery, and finance. Works with your existing Salesforce org, or bundled if you are not using Salesforce.
Integrations that keep one operating truth
- Replace or Coexist
- Clean Data Ownership
- Controlled Access
- Audit-Ready Traceability
Works with your existing Salesforce org, or bundled if you are not using Salesforce.
REPLACE WHAT YOU CAN; INTEGRATE WHAT YOU MUST
DAY ONE can consolidate overlapping systems to reduce cost and rework. If specialist tools are required for good business reasons, DAY ONE integrates with them so the operating record stays clean and governed.
integrations
common
Typical systems we connect into the Prospect to Payment chain. Accounting integrations include Xero, MYOB and QuickBooks, so approved invoices and mapped GL detail land in the ledger your finance team already runs.
Accounting & GL — Xero, MYOB, QuickBooks
Email & Calendar
Documents & Files
Team Collaboration
If it can integrate with Salesforce, it can integrate with DAY ONE, including any solutions from the Salesforce AppExchange.
work in practice
How integrations
Choose the pattern that matches your governance needs.
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Sync & link
Keep systems aligned and link activity back to the customer record.
Capture & govern
Pull key inputs into DAY ONE so gates, approvals, and traceability stay intact.
Phase & simplify
Start with essentials, then add integrations or retire tools once the flow is stable.
Why we built on Salesforce
We built on Salesforce because it provides enterprise-grade security, permissions, and reliability as the foundation. It also means your operating record lives where governance is strongest, so integrations do not create a second truth.
- Role-based access and MFA through Salesforce controls.
- Audit-ready traceability within a single governed record.
- Enterprise-grade scale and uptime backed by the platform.
Works with your existing Salesforce org, or bundles if you are not using Salesforce.
What stays true across
every integration
Clear ownership
Defined accountability across pipeline, delivery, and finance ensures every process and outcome has an owner.
Controlled processes
Built-in gates, approvals, and validations maintain governance and reduce operational risk.
Full traceability
Every record and transaction links back to its source inputs and approvals for complete audit visibility.
Integration scope
in practice
No integrations are required to start, though most teams begin with one or two core connections, then expand once the operating flow is stable.
Want to sanity-check your stack?
Share your current tools and we will map the cleanest path: replace, coexist, or phase.
Frequently Asked Questions
Do we have to replace our current tools?
No. Replacement is optional. DAY ONE can coexist where tools must stay.
Are integrations required to go live?
No. You can go live first, then add integrations in phases.
Which integrations are most common?
Usually accounting — Xero, MYOB or QuickBooks — plus collaboration and document management.
Can you integrate with other Salesforce apps and AppExchange products?
Yes. If it integrates with Salesforce, we can typically connect it so the operating record stays governed.
How do you avoid duplicate or conflicting data?
We agree a system of record per data type, then sync and link accordingly.
Can we keep specialist delivery tools?
Yes. If they are required for good reasons, we integrate without breaking governance.
How do permissions and access work?
Access follows role-based controls, with least privilege and clear ownership.
Do you integrate with Xero, MYOB and QuickBooks?
Yes. DAY ONE governs the operating chain up to an approved invoice, then posts the invoice and its mapped GL detail to Xero, MYOB or QuickBooks. Your accounting platform stays the system of record for the ledger.
Which system prepares our BAS?
Your accounting platform. DAY ONE’s job is to make sure what reaches it is clean — invoices traced to time, costs, approvals and contract rules, mapped to your GL structure — so BAS preparation is not an investigation.
How is GST handled on invoices?
DAY ONE applies GST on the invoice line as the invoice is built, so an approved invoice already carries its tax detail before it reaches your ledger. That detail posts through to Xero, MYOB or QuickBooks alongside the mapped GL coding, which is what connects delivery operations to your finance back end. Your accounting platform remains the system of record for tax reporting and BAS.