If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
See how Kashoo integrates with popular apps to automate tasks and streamline your workflow.
Sync form responses automatically to a spreadsheet for instant data capture
Send Slack notifications whenever a new row is added or updated in Sheets
Trigger email campaigns in Mailchimp when a new contact is added to a sheet
Create CRM contacts in HubSpot directly from new Google Sheets entries
Generate and save PDF reports to Google Drive from spreadsheet data
Automatically back up database records to a Google Sheet on a daily schedule

Automate when something happens in Kashoo
Login -> Create new flow -> Select trigger -> Search Kashoo -> Choose the trigger from the list
Take action in Kashoo when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Kashoo -> Choose the action from the list
Trigger
Action

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Common automations include creating invoices from CRM or orders, importing and categorizing expenses, syncing payment receipts, reconciling deposits, sending overdue reminders, and generating scheduled financial reports.
Yes. viaSocket can apply AI to read receipts, identify vendors and categories, and map entries into Kashoo. You can set rules for automatic posting or queue items for quick human review.
No. viaSocket provides templates and a visual builder so non-technical users can connect apps, build workflows, and test automations. Complex integrations can still be customized with support if needed.
viaSocket uses secure connectors, encrypted data transfer, and standard authentication methods to access Kashoo. Access is limited to the permissions you grant and workflows can be monitored and audited.
Simple automations (invoice creation, reminders, payment sync) can be set up and tested in minutes using templates. More complex workflows that combine multiple systems or custom rules usually take a few hours to a couple of days.
Kashoo is a cloud-based accounting software designed for small businesses and freelancers. It offers simple bookkeeping, invoicing, expense tracking, and real-time financial insights, helping users manage their finances efficiently and make informed business decisions.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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