AI and integrations

• Payment providers. Configure hosted checkout and verified payment callbacks for the selected Stripe or Square account. Preserve authorization, receipt, refund, dispute and payout identities; never store card credentials in billing records.

• Email delivery. Configure invoice, estimate and reminder delivery. Retain delivery failures and retry keys separately from document issue or customer acceptance.

• Tax reporting and accounting. Use reviewed effective tax-rate inputs and export source billing records to accounting. Contractor workpapers require independent outgoing-payment data and a current form-type review; incoming customer receipts are excluded.

Use scoped credentials held outside business records. Validate provider identity and signed events, record correlation and retry keys, and reconcile uncertain results against the original request. Enable a connection only after its data mappings, permissions and failure handling have been checked. Proto can configure the workflow while the declared business role retains any required approval.