How to Analyze Financial Data Across QuickBooks, Xero, NetSuite, and Other Accounting Platforms with a Unified API

November 3, 2025

Accounting and finance data sits across dozens of systems — from QuickBooks and Xero to NetSuite and Zoho Books. Every platform uses its own schema, authentication model, and data format, making it painful for product teams to build consistent dashboards or real-time insights.

A unified API removes that complexity. Unified.to connects directly to your customers' accounting systems and delivers normalized, real-time financial data — ledgers, transactions, invoices, and reports — through a single API. That lets you build finance dashboards, detect anomalies, and standardize KPIs without maintaining separate connectors.

When to Use Financial Analysis

With a unified API, you can:

Build real-time finance dashboards for your customers
Standardize KPIs across invoices, bills, and transactions
Monitor invoice or bill changes for alerts and anomaly detection
Consolidate multi-entity reports using consistent, normalized schemas

Normalized Accounting Objects

Unified.to provides consistent schemas across accounting systems for both granular and aggregated data:

Object	Description	Key Fields
account	Chart of accounts for mapping and rollups	`id`, `name`, `type`, `status`, `balance`, `currency`, `section`, `group`, `parent_account_id`
transaction	GL entries (sales, expenses, payments)	`id`, `type`, `memo`, `total_amount`, `tax_amount`, `account_id`, `contact_id`, `currency`, `lineitems[]`
invoice	Accounts receivable records for revenue analysis	`id`, `invoice_number`, `contact_id`, `status`, `total_amount`, `paid_amount`, `balance_amount`, `currency`, `posted_at`
bill	Accounts payable records for expense and cash-out analysis	`id`, `status`, `total_amount`, `paid_amount`, `due_at`, `currency`, `posted_at`
report	Aggregated financial statements	`type (balance_sheet, profit_and_loss, trial_balance)`, `start_at`, `end_at`, `currency`, `balance_sheet`, `profit_and_loss`, `trial_balance`
organization	Entity metadata for consolidation	`id`, `name`, `currency`, `fiscal_year_end_month`, `timezone`

Data Flow for Financial Analysis

Connect the customer's accounting system via Unified Connect to receive a connection_id.
Fetch organization, account, and report objects for baseline data.
Ingest transaction, invoice, and bill objects for granular KPIs and drill-downs.
Normalize currency and map accounts by type, section, and group for consistent reporting.
Subscribe to webhooks or database sync for real-time updates to dashboards and alerts.

This unified workflow standardizes how your product handles financial data — across any accounting provider.

Supported Accounting Platforms

Unified.to supports 32+ accounting integrations, including:

QuickBooks, Xero, Sage Accounting, Zoho Books, NetSuite, FreshBooks, Wave, MYOB, Pennylane, Holded, Shopify (orders), and more.

See the full list of supported Accounting integrations or explore the Accounting API documentation for implementation details.

Why Product Teams Choose Unified.to

For PMs and engineers building financial or analytics products:

One build, 32+ systems — no per-vendor accounting logic
Normalized ledgers and reports — unified schemas for faster insights
Real-time updates — webhook or DB sync ensures dashboards stay current
Multi-entity support — consolidate data across currencies and organizations

Launch financial analytics, dashboards, or forecasting tools that work with every accounting system.

Start your free 30-day trial or book a demo to see how Unified.to accelerates financial data workflows.

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