Reference
Integrations
Ventura connects to the tools a firm already runs on. Each integration is opt-in, connected from Settings, and scoped to your firm.
What connects
| Integration | What it powers |
|---|---|
| Xero | Financial reporting (P&L, balance sheet, budgets), A/R + A/P aging, client revenue, and draft-invoice push from billing packets and engagements. |
| Calendar events and email metadata for meeting and touch auto-capture. | |
| Microsoft | Outlook calendar and email metadata for the same capture, multi-tenant. |
| Make.com | Planned — automation hooks for downstream workflows. |
Xero
Connect from Settings. Once linked, the Firm cockpit pulls your P&L, balance sheet, budgets, and aging, and you can push draft invoices to Xero from a fixed-fee engagement, a T&M/installment, or a time billing packet. Set a default account code and tax type in Settings so pushes resolve cleanly.
What syncs: financial statements, budgets, invoices and their status, contacts (looked up or created on push). What doesn't: Ventura never finalizes or sends invoices for you — pushes land as drafts for a person to review and send in Xero.
Google & Microsoft
Connect a mailbox/calendar to auto-capture meetings and touches against the relationships and clients you track. Capture uses message metadata (who, when, subject), gated per account so personal mail stays out. See Security & data for how that boundary works.
Permissions
All three connect through OAuth — you grant access during connect and can revoke it from the provider at any time. Ventura requests the narrowest scopes a feature needs and stores tokens per firm.
Troubleshooting
- A sync looks stale. Re-run it from Settings or the relevant Firm view; check the connection still shows as active.
- A Xero push failed. Confirm Xero is connected and a default account code is set; the error message names what's missing.
- Captures stopped. The OAuth grant may have been revoked or expired — reconnect the account in Settings.