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Last updated: 2026-04-02

Accounting Integrations

Accounting and financial systems store transaction records, customer information, and financial history. Dxtra integrations help you manage financial data appropriately while respecting privacy rights and maintaining required legal compliance for financial records.

Why accounting platforms need privacy coverage

Accounting systems process:

  • Customer and vendor identity information
  • Transaction records and payment history
  • Billing addresses and tax identification numbers
  • Invoice and receipt data
  • Financial amounts and transaction details
  • Payment method and account information

Financial data has unique compliance requirements. Under GDPR Article 17(3)(e), erasure rights do not apply to data that must be retained for "compliance with a legal obligation." Financial records typically must be retained for 3-7 years for tax, accounting, and legal compliance, depending on your jurisdiction.

Supported platforms

QuickBooks

Status: Custom integration available

QuickBooks stores customer information, transaction history, invoices, and payments. Available through custom webhook integration or custom functions.

Xero

Status: Custom integration available

Xero is a cloud-based accounting platform with customer data, invoices, payments, and financial records. Available through custom integration.

NetSuite

Status: Custom integration available

NetSuite is an enterprise-grade ERP system with detailed financial and customer data. Available through custom integration for large organizations.

Tax Professionals: CCH Axcess and CCH iFirm

Status: Custom integration available

If you work with tax professionals who use CCH Axcess or CCH iFirm, Dxtra can integrate with these platforms to manage client data and respond to subject access requests.

Managing financial data in privacy requests

Understanding Retention Obligations

When a customer requests deletion:

  1. Check your jurisdiction — Financial record retention periods vary (typically 3-7 years)
  2. Identify financial data — Determine what must be retained for legal compliance
  3. Pseudonymize if possible — Remove personal identifiers from financial records
  4. Delete non-essential data — Remove marketing data, preferences, non-required fields
  5. Document the basis — Note the legal obligation for any retained data

GDPR Article 17(3) Exemption

GDPR's right to erasure does not apply when data must be retained for "compliance with a legal obligation." This typically includes:

  • Tax records (3-7 years)
  • Accounting records (3-10 years depending on jurisdiction)
  • Statutory financial statements
  • Anti-money laundering records
  • Audit trails

You must document the legal basis for retention and inform the customer why deletion is not possible.

Integration approach

Accounting integrations are typically available through:

  • Custom Webhooks — Configure standard webhook integration from your accounting platform
  • Custom Functions — Deploy serverless code to sync accounting data
  • API Integration — Direct API connection to pull financial records

Contact support@dxtra.ai to discuss the best approach for your accounting platform.

Data privacy considerations

Customer identification

Use customer email or identifier to link accounting records across systems. This enables you to respond to requests by pulling all financial data for a specific customer.

Data minimization

Include only essential financial data in exports:

  • Customer name and contact information (if linked to transaction)
  • Transaction date and amount
  • Invoice or payment reference
  • Purpose of transaction

Exclude:

  • Internal notes or comments
  • Internal account codes (unless required for legal hold)
  • Detailed line-item information (unless specifically requested)

Next steps

  1. Identify your accounting platform
  2. Contact support@dxtra.ai to discuss custom integration options
  3. Review financial record retention requirements in your jurisdiction
  4. Set up integration and test with sample financial data
  5. Document your data retention policies in Dxtra

Questions? Contact support@dxtra.ai or check the FAQ.