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Private Link · Expires Oct 11, 2026Accounting Mix

Prepared For Lakeview Dental Group

Connect Your Business Software.

This page lists the apps FLCPA.AI needs for your engagement. Each one takes about a minute: you sign in on the app's own page and approve access. FLCPA.AI never sees your passwords.

Your Progress

1 of 6connections approved

Part 1 · AI Assistance1 of 4

Part 2 · Reporting And Backup0 of 2

Before You Start

Why You Sign In Twice.

Your engagement uses two separate services, and each keeps its own access. An app can appear in both parts, so you approve it once for each.

Part 1 · AI Assistance

What It Does: Lets FLCPA.AI assistants look things up and take approved actions in your apps.
Timing: Live, at the moment a task runs.
Changes: Only where the card says Read And Act.
Runs Through: Composio, a secure connection service.

Part 2 · Reporting And Backup

What It Does: Copies your records into a private data warehouse for reports, history and backup.
Timing: Scheduled, usually overnight.
Changes: None. Read only, always.
Runs Through: Airbyte, into your own Google BigQuery dataset.

Read How FLCPA.AI Connects

§ 1 · Part 1

Connect For AI Assistance.

Each card opens that app's own sign-in page. Approve the access shown, and you return here automatically.

Accounting

QuickBooks Online

Read And Act

Draft invoices, categorize transactions and answer questions about your books.

Connected ✓Approved today

Gmail

Read And Act

Read client and vendor threads and draft replies for your review.

Files

Google Drive

Read Only

Find receipts, statements and signed documents.

Team Chat

Slack

Read And Act

Post month-end summaries and answer questions in your finance channel.

Connections in this part run through Composio. Access is stored encrypted and can be revoked at any time.

§ 2 · Part 2

Connect For Reporting And Backup.

These connections are read only. Your records are copied on a schedule into a private dataset that holds your data and no one else's.

Destination bigquery · flcpa_clients.lakeview_dental

QuickBooks Online

Read Only · Nightly

Copies invoices, bills, payments, customers, vendors and the chart of accounts.

Stripe

Read Only · Nightly

Copies charges, payouts, fees and refunds.

Copies in this part run through Airbyte into Google BigQuery. Nothing in this part can change your records.

Your Controls

You Stay In Control.

Every connection is yours to approve, review and end.

No Passwords Shared

You sign in on each app's own page. FLCPA.AI receives a revocable access token, never your password.

Least Access First

Each app asks only for what your engagement needs, and read only wherever the work allows.

Revoke Anytime

Use Disconnect on this page, ask your engagement lead, or remove FLCPA.AI in the app's own settings.

Sign In As The Company Admin

QuickBooks only lets the primary admin approve outside access. If that is not you, forward this link to the person who owns your QuickBooks company.

Questions Before You Connect?

Your engagement lead is [Engagement Lead] · [Email Address]

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