Why Integrations Matter More Than Features
The most powerful business management platform is useless if it doesn't connect to where your data actually lives. Most US small businesses run on 5–7 tools simultaneously — and the problem isn't that those tools are bad. The problem is that they don't talk to each other.
SaSame solves this at the infrastructure level. Our integration layer pulls data from all your tools into a single intelligent system — so your AI financial report actually reflects your Stripe revenue, your QuickBooks expenses, and your project hours from Asana, all in one place.
Here's the complete guide to what connects, how it connects, and what each integration unlocks.
Financial Integrations
QuickBooks Online **What it connects**: Chart of accounts, transactions, invoices, payments, vendors, payroll **What SaSame does with it**: Automated P&L reporting, cash flow monitoring, expense categorization analysis, profitability by client/project, accounts receivable aging **Setup time**: 3 minutes (OAuth connection) **Plans**: All paid plans
QuickBooks is the most common integration for US small businesses. Once connected, SaSame automatically generates your monthly financial summary, tracks cash flow in real-time, and alerts you when AR aging exceeds your thresholds.
Xero **What it connects**: Bank feeds, invoices, bills, contacts, payroll (Xero Payroll regions) **What SaSame does with it**: Same financial intelligence as QuickBooks, optimized for Xero's data model **Setup time**: 3 minutes **Plans**: All paid plans
Stripe **What it connects**: Revenue, subscriptions, customer data, payment methods, refunds, disputes **What SaSame does with it**: MRR/ARR tracking, churn revenue analysis, subscription health scoring, payment failure alerts **Setup time**: 2 minutes **Plans**: All paid plans
For SaaS and subscription businesses, the Stripe integration is particularly powerful. SaSame automatically calculates net revenue retention, cohort analysis, and subscription growth — metrics that QuickBooks alone can't surface.
Bill.com / Divvy **What it connects**: AP workflow, vendor payments, expense cards **Setup time**: 4 minutes **Plans**: Professional and Enterprise
CRM & Sales Integrations
HubSpot **What it connects**: Contacts, companies, deals, activities, emails, meetings, pipeline stages **What SaSame does with it**: Pipeline velocity analysis, deal scoring, activity effectiveness reporting, lead source ROI, automated follow-up triggers **Setup time**: 4 minutes **Plans**: Growth and above
The HubSpot integration is the backbone of SaSame's CRO (Chief Revenue Officer) agent. Once connected, the AI monitors every deal in your pipeline and surfaces which ones are at risk, which are accelerating, and what activity is most correlated with closed-won.
Salesforce **What it connects**: Full Salesforce data model — leads, accounts, opportunities, contacts, activities, reports **Setup time**: 5 minutes **Plans**: Professional and Enterprise
Pipedrive **What it connects**: Deals, persons, organizations, activities, products **Setup time**: 3 minutes **Plans**: Growth and above
LinkedIn Sales Navigator **What it connects**: Lead recommendations, saved leads and accounts, InMail activity (via API) **Setup time**: 5 minutes **Plans**: Professional and Enterprise
Project Management Integrations
Asana **What it connects**: Projects, tasks, assignees, due dates, milestones, time tracking (via Harvest) **What SaSame does with it**: Project health scoring, deadline risk detection, utilization analysis, on-time delivery tracking **Setup time**: 3 minutes **Plans**: All paid plans
Monday.com **What it connects**: Boards, items, subitems, automations, timeline data **Setup time**: 3 minutes **Plans**: All paid plans
ClickUp **What it connects**: Spaces, folders, lists, tasks, time tracking **Setup time**: 3 minutes **Plans**: All paid plans
Jira (Atlassian) **What it connects**: Projects, issues, sprints, velocity, time logs **Setup time**: 4 minutes **Plans**: Professional and Enterprise
Communication Integrations
Gmail / Google Workspace **What it connects**: Email threads, calendar events, meeting data (subject lines and participants only — content is private) **What SaSame does with it**: Client communication frequency tracking, response time monitoring, meeting volume analysis, relationship health signals **Setup time**: 3 minutes **Plans**: All paid plans
Privacy note: SaSame reads metadata (sender, recipient, subject, timestamp) but never reads email body content. This gives us communication pattern intelligence without accessing private communications.
Microsoft 365 / Outlook **What it connects**: Email metadata, calendar, Teams meeting data **Setup time**: 4 minutes **Plans**: All paid plans
Slack **What it connects**: Channel activity, direct messages (metadata only), file sharing patterns **Setup time**: 3 minutes **Plans**: Growth and above
Zoom **What it connects**: Meeting records, participant data, duration, recording availability **Setup time**: 3 minutes **Plans**: Growth and above
HR & People Integrations
Gusto **What it connects**: Payroll data, employee roster, compensation, PTO balances **What SaSame does with it**: Labor cost analysis, payroll as % of revenue, capacity planning **Setup time**: 4 minutes **Plans**: Professional and Enterprise
Rippling **What it connects**: HR data, IT management data, payroll **Setup time**: 5 minutes **Plans**: Professional and Enterprise
BambooHR **What it connects**: Employee data, performance records, time-off **Setup time**: 4 minutes **Plans**: Enterprise
Connecting Tools That Aren't Listed: Zapier and Make
If your primary tool isn't in our native integration list, the Zapier and Make connectors bridge the gap. These automation platforms connect to 5,000+ apps and can pass data into SaSame's custom data fields.
Common use cases: - Point-of-sale systems (Square, Toast, Lightspeed) via Zapier → SaSame - Industry-specific software (practice management, legal billing, etc.) → SaSame - Custom internal databases → SaSame
Setup time: 10–20 minutes depending on the workflow Plans: Professional and Enterprise
API Access for Custom Integrations
For Enterprise customers with custom internal systems, SaSame provides a REST API for direct integration. Our API documentation covers: - Authentication (API keys and OAuth) - Available endpoints for reading and writing business data - Webhook support for real-time data sync - Rate limits and usage guidelines
Contact our team at consulting@srl-sasame.com to discuss custom integration requirements.
How Data Flows: Security and Privacy
All integration data flows through SaSame's encrypted infrastructure:
- Transit encryption: All data transferred via TLS 1.3
- Storage encryption: AES-256 encryption for all stored data
- US-based infrastructure: All data stored in US AWS regions
- Minimum data principle: We only request the permissions we actually use
- No data selling: Your data is never sold or shared with third parties
We're SOC 2-aligned and can provide our security documentation on request.
Getting Started With Integrations
The fastest way to get value from SaSame integrations is to start with three connections: 1. Your accounting software (QuickBooks or Xero) — financial baseline 2. Your CRM (HubSpot or Pipedrive) — sales visibility 3. Your project management tool (Asana or Monday.com) — operational health
With these three connected, SaSame has enough data to generate meaningful AI insights within 24 hours.
Start your free account at portal.sasame.online and connect your first tools in under 15 minutes.