Partnerships & integrations

IRIS Practice Engine works with a variety of other organizations to deliver wider solutions and services for our clients. We also have an open database making it easy to integrate with commonly available systems.


Boomer consulting

Boomer consulting, Inc. guides North American accounting firms to increased performance and profitability by providing unique consulting services, peer-led communities and industry leading intellectual capital. Over the last five years, they have worked with 70% of the Accounting Today’s Top 100.

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CSG pro

CSG pro is a data analytics consulting firm that helps you understand your data and make smarter business decisions. Partnering with IRIS Practice Engine, CSG Pro consultants will help your firm get the most out of the Practice Engine Data Warehouse (PEDW) by using Power BI. With a wealth of experience working with Practice Engine clients, the Practice Engine main database, and PEDW, CSG Pro consultants will help you explore data, design hypotheses, and come up with the answers to your business-critical questions.

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Upstream academy

Upstream academy is a team of highly creative, passionate professionals who know CPA firms and have an exceptional record of designing processes, tools, and programs that help firms achieve greater success.

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IRIS Practice Engine has an open database, so it can integrate with a variety of commonly available systems, including:

GL integrations

  • Access Accounts
  • Microsoft Great Plains/ Dynamics (on Prem)
  • Sage Intacct
  • Xero

Expense integrations

  • Tallie
  • Chrome River
  • Concur

CRM integrations

  • Microsoft Dynamics
  • SalesForce
  • HubSpot

Document management integrations

  • iChannel
  • GoFileRoom
  • MFiles

Other integrations

  • QuickFee
  • ConnectWise
  • ProStaff
  • Amelio

Contact the IRIS Practice Engine team below to learn more about integrations and what’s possible for your firm.

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