Financial Cents was built to help accounting firms manage all their work (bookkeeping, tax, payroll, advisory, internal, etc). Keeper.app is a niche tool focused on streamlining the month-end close process with automated reviews and uncategorized transaction management. Together, they make a powerful combination.

In this article, we will show you how to use Zapier to automatically create a client in Keeper after a client is created in Financial Cents to keep your Keeper client base in sync.

If you don't have a Zapier account, integrate Financial Cents with over 5,000 apps by going to Zapier.

Step 1: Select Financial Cents as the trigger and New Client as the event.

Step 2: Select Keeper as the action and Create Client as the event.

Step 3: Test & Publish the Zap