Start your Roundup
Connect your systems.
Choose what you share. You see every connection, and you can revoke access at any time.
Choose your access level.
Most companies get strong results at Level 2. You can change this later.
Connections.
Connections
AccountingQuickBooks, XeroPaymentsSquare, Stripe, PlaidCommunicationSlack, Microsoft TeamsProject toolsProcore, Asana, Salesforce, Google Drive, SharePointAll connections are read-only.
Awaiting connection approval
Email · Microsoft 365 or Google Workspace
Named mailboxes only. Approved by your IT admin or provider.
Level 3 only
File uploads
Spreadsheets, PDFs, contracts, org charts. Tag each file by type.
Ready