Good tools.
Better together.

I can use the customer conversations you share to prepare personal follow-ups and keep promising inquiries from going cold. You review emails before they’re sent.

What to have ready

A Google account with permission to access the business account, property, or channel you want to share.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Gmail, then choose Continue. Sign in with Gmail and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

The initial connection requests the listed data access from this provider. Some providers also allow access to continue between visits. Any additional permissions appear on the provider’s consent screen.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

With access to your Google Ads account, I can spot wasted spend, build stronger campaigns and help you scale what works. You approve launches and budget changes.

What to have ready

A Google account with permission to access the business account, property, or channel you want to share.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Google Ads, then choose Continue. Sign in with Google Ads and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

This provider can include both reading and changing data in the same permission. Review the provider’s consent screen. Keaton’s approval controls still apply to supported actions.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can use your website activity to help you understand which pages bring people in and where visitors take the next step.

What to have ready

A Google account with permission to access the business account, property, or channel you want to share.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Google Analytics, then choose Continue. Sign in with Google Analytics and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

Choose the business location, website property, or account you want to share. Your Google account must already have access to it.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can help you review how your business appears on Google and Maps, spot missing details, and prepare useful improvements.

What to have ready

A Google account with permission to access the business account, property, or channel you want to share.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Google Business Profile, then choose Continue. Sign in with Google Business Profile and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

Choose the business location, website property, or account you want to share. Your Google account must already have access to it.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can use your shared schedule to understand availability, plan follow-ups and help coordinate the next step with a customer.

What to have ready

A Google account with permission to access the business account, property, or channel you want to share.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Google Calendar, then choose Continue. Sign in with Google Calendar and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

The initial connection requests the listed data access from this provider. Some providers also allow access to continue between visits. Any additional permissions appear on the provider’s consent screen.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can use your search results to find pages that need attention and help more of the right customers find you.

What to have ready

A Google account with permission to access the business account, property, or channel you want to share.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Google Search Console, then choose Continue. Sign in with Google Search Console and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

Choose the business location, website property, or account you want to share. Your Google account must already have access to it.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

With access to Yelp, I can use the business information you share to find useful opportunities and prepare the next steps for your approval.

What to have ready

A Google account with permission to access the business account, property, or channel you want to share.

Install & use with Keaton

This service needs a separate setup or supported connector. It is not a one-click OAuth connection in Keaton.

Access & permissions

Your provider or account administrator determines the permissions available for this connection.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can review your channel and videos, find useful content opportunities and help more viewers take the next step with your business.

What to have ready

A Google account with permission to access the business account, property, or channel you want to share.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select YouTube, then choose Continue. Sign in with YouTube and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

The initial connection requests the listed data access from this provider. Some providers also allow access to continue between visits. Any additional permissions appear on the provider’s consent screen.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can help turn your brand assets into campaign ideas, social posts and ad creative that look like your business.

What to have ready

An account with permission to authorize apps for your business. Your administrator may need to approve access.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Canva, then choose Continue. Sign in with Canva and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

The initial connection requests the listed data access from this provider. Some providers also allow access to continue between visits. Any additional permissions appear on the provider’s consent screen.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can review your shop and listings, spot opportunities for clearer product copy, and help you understand your sales and stock. Connecting your shop does not publish or change any listings.

What to have ready

An account with permission to authorize apps for your business. Your administrator may need to approve access.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Etsy, then choose Continue. Sign in with Etsy and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

The initial connection requests the listed data access from this provider. Some providers also allow access to continue between visits. Any additional permissions appear on the provider’s consent screen.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can bring your Facebook and Instagram results together, prepare images and copy, and help improve your campaigns. You stay in control of what gets published and spent.

What to have ready

An account with permission to authorize apps for your business. Your administrator may need to approve access.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Facebook & Instagram, then choose Continue. Sign in with Facebook & Instagram and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

The initial connection requests the listed data access from this provider. Some providers also allow access to continue between visits. Any additional permissions appear on the provider’s consent screen.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

With access to Framer, I can use the business information you share to find useful opportunities and prepare the next steps for your approval.

What to have ready

Your business account details and an administrator who can help with the provider’s setup requirements.

Install & use with Keaton

This service needs a separate setup or supported connector. It is not a one-click OAuth connection in Keaton.

Access & permissions

Your provider or account administrator determines the permissions available for this connection.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can use your customer records and sales pipeline to find leads that need attention and prepare the next useful follow-up.

What to have ready

An account with permission to authorize apps for your business. Your administrator may need to approve access.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select HubSpot, then choose Continue. Sign in with HubSpot and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

The initial connection requests the listed data access from this provider. Some providers also allow access to continue between visits. Any additional permissions appear on the provider’s consent screen.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

With access to HUMN, I can use the business information you share to find useful opportunities and prepare the next steps for your approval.

What to have ready

Your business account details and an administrator who can help with the provider’s setup requirements.

Install & use with Keaton

This service needs a separate setup or supported connector. It is not a one-click OAuth connection in Keaton.

Access & permissions

Your provider or account administrator determines the permissions available for this connection.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can use your leads, deals and customer history to help you prioritize opportunities and prepare relevant follow-ups.

What to have ready

An account with permission to authorize apps for your business. Your administrator may need to approve access.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Salesforce, then choose Continue. Sign in with Salesforce and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

This provider can include both reading and changing data in the same permission. Review the provider’s consent screen. Keaton’s approval controls still apply to supported actions.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can improve your store pages and product copy, use orders and customer activity to find sales opportunities, and keep an eye on stock. You review changes before they go live.

What to have ready

Your store’s myshopify.com address and an account allowed to install apps.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Shopify, then choose Continue. Enter your store address when asked. Sign in with Shopify and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

The initial connection requests the listed data access from this provider. Some providers also allow access to continue between visits. Any additional permissions appear on the provider’s consent screen.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can review your website and store content, prepare clearer pages and help visitors find the right next step.

What to have ready

An account with permission to authorize apps for your business. Your administrator may need to approve access.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Squarespace, then choose Continue. Sign in with Squarespace and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

The initial connection requests the listed data access from this provider. Some providers also allow access to continue between visits. Any additional permissions appear on the provider’s consent screen.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

With access to TikTok for Business, I can use the business information you share to find useful opportunities and prepare the next steps for your approval.

What to have ready

Your business account details and an administrator who can help with the provider’s setup requirements.

Install & use with Keaton

This service requires provider approval or a partner arrangement before a customer connection can be offered. Ask Keaton about the information you can share in the meantime.

Access & permissions

Your provider or account administrator determines the permissions available for this connection.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can use your website content, store information, and form inquiries to find opportunities for clearer pages and better follow-ups. Editing and publishing will use the work you approve as the Webflow connector is completed.

What to have ready

An account with permission to authorize apps for your business. Your administrator may need to approve access.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Webflow, then choose Continue. Sign in with Webflow and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

The initial connection requests the listed data access from this provider. Some providers also allow access to continue between visits. Any additional permissions appear on the provider’s consent screen.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can use your website and inquiry data to prepare clearer pages and improve the path from a first visit to a new customer.

What to have ready

An account with permission to authorize apps for your business. Your administrator may need to approve access.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Wix, then choose Continue. Sign in with Wix and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

Your provider or account administrator determines the permissions available for this connection.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can connect your store’s products, orders, customers, and stock to help you spot sales opportunities and plan useful follow-ups. You approve supported changes before they are applied.

What to have ready

An account with permission to authorize apps for your business. Your administrator may need to approve access.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select WooCommerce, then choose Continue. Sign in with WooCommerce and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

The initial connection requests the listed data access from this provider. Some providers also allow access to continue between visits. Any additional permissions appear on the provider’s consent screen.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can review the WordPress site you choose, understand its content and traffic, and prepare clearer pages and posts for your approval. Editing access is requested separately when you choose to apply changes.

What to have ready

An account with permission to authorize apps for your business. Your administrator may need to approve access.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select WordPress, then choose Continue. Sign in with WordPress and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

The initial connection requests the listed data access from this provider. Some providers also allow access to continue between visits. Any additional permissions appear on the provider’s consent screen.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can bring your leads and deals into the conversation, spot stalled opportunities and help prepare the next message.

What to have ready

An account with permission to authorize apps for your business. Your administrator may need to approve access.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Zoho CRM, then choose Continue. Sign in with Zoho CRM and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

The initial connection requests the listed data access from this provider. Some providers also allow access to continue between visits. Any additional permissions appear on the provider’s consent screen.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can use your customer conversations to understand what people need, prepare thoughtful replies and keep important promises visible.

What to have ready

An account with permission to authorize apps for your business. Your administrator may need to approve access.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Intercom, then choose Continue. Sign in with Intercom and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

Intercom shows the permissions selected for the Keaton app before you authorize it. Review that list carefully; the permissions come from Intercom’s app configuration.

Use the conversations you share to discuss customer needs and prepare follow-up recommendations. Connecting does not automatically reply to customers or install Keaton’s sales widget on your website.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can use your customer and campaign data to prepare timely email follow-ups and help you see which messages lead to sales.

What to have ready

An account with permission to authorize apps for your business. Your administrator may need to approve access.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Klaviyo, then choose Continue. Sign in with Klaviyo and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

The initial connection requests the listed data access from this provider. Some providers also allow access to continue between visits. Any additional permissions appear on the provider’s consent screen.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can use your audience and campaign results to plan more relevant email campaigns and prepare follow-ups for your approval.

What to have ready

An account with permission to authorize apps for your business. Your administrator may need to approve access.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Mailchimp, then choose Continue. Sign in with Mailchimp and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

Mailchimp’s consent screen describes access to your account. Its OAuth grant is not limited to a separate read-only scope. Review the permissions before choosing Allow.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can use your Outlook customer conversations to organize inquiries, prepare replies and keep follow-ups moving. You approve messages before they’re sent.

What to have ready

An Outlook.com mailbox or a Microsoft 365 account with a mailbox and calendar. Microsoft sign-in alone does not create a mailbox.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Outlook & Microsoft 365, then choose Continue. Sign in with Outlook & Microsoft 365 and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

The initial connection requests the listed data access from this provider. Some providers also allow access to continue between visits. Any additional permissions appear on the provider’s consent screen.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

With access to Twilio, I can use the business information you share to find useful opportunities and prepare the next steps for your approval.

What to have ready

Your business account details and an administrator who can help with the provider’s setup requirements.

Install & use with Keaton

This service needs a separate setup or supported connector. It is not a one-click OAuth connection in Keaton.

Access & permissions

Your provider or account administrator determines the permissions available for this connection.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

With access to X, I can use the business information you share to find useful opportunities and prepare the next steps for your approval.

What to have ready

Your business account details and an administrator who can help with the provider’s setup requirements.

Install & use with Keaton

This service requires provider approval or a partner arrangement before a customer connection can be offered. Ask Keaton about the information you can share in the meantime.

Access & permissions

Your provider or account administrator determines the permissions available for this connection.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

With access to Zendesk, I can use the business information you share to find useful opportunities and prepare the next steps for your approval.

What to have ready

Your business account details and an administrator who can help with the provider’s setup requirements.

Install & use with Keaton

This service needs a separate setup or supported connector. It is not a one-click OAuth connection in Keaton.

Access & permissions

The initial connection requests the listed data access from this provider. Some providers also allow access to continue between visits. Any additional permissions appear on the provider’s consent screen.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

With access to Housecall Pro, I can use the business information you share to find useful opportunities and prepare the next steps for your approval.

What to have ready

Your business account details and an administrator who can help with the provider’s setup requirements.

Install & use with Keaton

This service requires provider approval or a partner arrangement before a customer connection can be offered. Ask Keaton about the information you can share in the meantime.

Access & permissions

Your provider or account administrator determines the permissions available for this connection.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can help organize your job-opening information and prepare role-specific hiring materials, so your team has a clearer starting point.

What to have ready

An account with permission to authorize apps for your business. Your administrator may need to approve access.

Install & use with Keaton

This service requires provider approval or a partner arrangement before a customer connection can be offered. Ask Keaton about the information you can share in the meantime.

Access & permissions

The initial connection requests the listed data access from this provider. Some providers also allow access to continue between visits. Any additional permissions appear on the provider’s consent screen.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can use your jobs, estimates and schedules to help you follow up on quotes and keep sales opportunities moving.

What to have ready

An account with permission to authorize apps for your business. Your administrator may need to approve access.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Jobber, then choose Continue. Sign in with Jobber and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

Your provider or account administrator determines the permissions available for this connection.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

With access to KAYAK, I can use the business information you share to find useful opportunities and prepare the next steps for your approval.

What to have ready

Your business account details and an administrator who can help with the provider’s setup requirements.

Install & use with Keaton

This service requires provider approval or a partner arrangement before a customer connection can be offered. Ask Keaton about the information you can share in the meantime.

Access & permissions

Your provider or account administrator determines the permissions available for this connection.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

With access to LinkedIn, I can use the business information you share to find useful opportunities and prepare the next steps for your approval.

What to have ready

Your business account details and an administrator who can help with the provider’s setup requirements.

Install & use with Keaton

This service requires provider approval or a partner arrangement before a customer connection can be offered. Ask Keaton about the information you can share in the meantime.

Access & permissions

Your provider or account administrator determines the permissions available for this connection.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

With access to Plaid, I can use the business information you share to find useful opportunities and prepare the next steps for your approval.

What to have ready

Your business account details and an administrator who can help with the provider’s setup requirements.

Install & use with Keaton

This service uses a separate secure account-linking flow when available. Do not send bank credentials to Keaton.

Access & permissions

Your provider or account administrator determines the permissions available for this connection.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can organize your income and expense records, flag items worth a closer look and prepare useful questions for your accountant.

What to have ready

An account with permission to authorize apps for your business. Your administrator may need to approve access.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select QuickBooks Online, then choose Continue. Sign in with QuickBooks Online and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

This provider can include both reading and changing data in the same permission. Review the provider’s consent screen. Keaton’s approval controls still apply to supported actions.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

With access to ServiceTitan, I can use the business information you share to find useful opportunities and prepare the next steps for your approval.

What to have ready

Your business account details and an administrator who can help with the provider’s setup requirements.

Install & use with Keaton

This service requires provider approval or a partner arrangement before a customer connection can be offered. Ask Keaton about the information you can share in the meantime.

Access & permissions

Your provider or account administrator determines the permissions available for this connection.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can connect sales, products and stock levels so you can see what is selling and prepare reorders before important items run low.

What to have ready

An account with permission to authorize apps for your business. Your administrator may need to approve access.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Square, then choose Continue. Sign in with Square and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

The initial connection requests the listed data access from this provider. Some providers also allow access to continue between visits. Any additional permissions appear on the provider’s consent screen.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can use your payment and sales data to help you understand revenue patterns and which business activity turns into paying customers.

What to have ready

An account with permission to authorize apps for your business. Your administrator may need to approve access.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Stripe, then choose Continue. Sign in with Stripe and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

The initial connection requests the listed data access from this provider. Some providers also allow access to continue between visits. Any additional permissions appear on the provider’s consent screen.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

With access to Toast, I can use the business information you share to find useful opportunities and prepare the next steps for your approval.

What to have ready

Your business account details and an administrator who can help with the provider’s setup requirements.

Install & use with Keaton

This service requires provider approval or a partner arrangement before a customer connection can be offered. Ask Keaton about the information you can share in the meantime.

Access & permissions

Your provider or account administrator determines the permissions available for this connection.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.

I can review the bookkeeping records you share, highlight unusual expenses and help you get ready for your next financial review.

What to have ready

An account with permission to authorize apps for your business. Your administrator may need to approve access.

Install & use with Keaton

1. Sign in to Keaton and open Connections.
2. Select Xero, then choose Continue. Sign in with Xero and review the requested access.
3. Approve only if you agree, then return to Keaton. The app card will show Connected once the authorization is saved.
4. Open the relevant Growth or Automation tool and review what you want to improve with Keaton.

Access & permissions

The initial connection requests the listed data access from this provider. Some providers also allow access to continue between visits. Any additional permissions appear on the provider’s consent screen.

If something needs attention

Check that you chose the right business account and approved the required permissions. If authorization expires, reconnect from Connections. An empty provider account may connect successfully without having data to show.