Integrations

Connect CounterGo, Xero, QuickBooks Online, and Sage

The issue

Quotes, jobs, and invoices in different tools - someone re-types.

Pull quote PDFs onto the job, push invoices to your ledger, and keep calendars aligned.

CutBench integrations settings for CounterGo, Xero, QuickBooks, Sage, and Google Calendar
Integrations - CounterGo, accounts sync, and templater Google Calendar

How CutBench helps

Quote in CutBench - or keep CounterGo

Shops that quote in CutBench use Quote Studio to draw layouts, price materials, and carry the quote into the job. If you still quote in Moraware CounterGo, import the PDF onto the job, review the totals, and send or approve from CutBench when you are ready.

  • Quote Studio for native draw-and-price quoting
  • Import CounterGo quotation PDFs onto the job as a fallback
  • Review quote number, name, and totals before you commit
  • Send options to the customer and approve the chosen variant for production

Accounting that matches your shop

Connect one ledger - Xero, QuickBooks Online, or Sage Business Cloud Accounting. When you send an invoice from CutBench, a mirror goes to accounts. Payment status syncs back so the job stays tied to what the books actually show - without re-keying invoice lines.

  • Xero - connect once and push on send
  • QuickBooks Online - not Desktop
  • Sage Business Cloud - not Sage 50 Desktop
  • One active accounting provider per organisation

Google Calendar for templaters

Templaters can connect Google Calendar from the portal. Templating appointments export to their calendar, and personal busy times show as blocks so the office is not guessing availability.

Email stays with the job

Customer and supplier threads belong on the job, not in someone’s Outlook. Pair integrations with job email so conversations land where the work lives.

Who it helps

Office, workshop, and field

  • Office

    Stop re-keying quote totals into the job and invoices into accounts - quote in CutBench or import CounterGo, then keep the ledger aligned.

  • Workshop

    Cleaner job data from native quotes or imported PDFs and paid milestones - fewer “what was actually agreed?” interruptions at the bench.

  • Field

    Templaters sync appointments and busy times with Google Calendar so the diary matches the portal.

Don't pay until you've finished your first job

Run a real job from quote to done before you choose a plan. Book a demo if you'd rather walk through it first.