Understand the supported connection and export workflows, and what needs your service-account configuration.
Xero, QuickBooks and Stripe require your own provider account, authorisation and configuration. An available connection screen does not mean a provider has been activated.
Real email delivery requires a configured delivery service. In-app records and communication history remain available independently.
Approved-hours payroll exports and supported CSV outputs can help with downstream processing. Payroll calculation, calendar sync, Zapier, MS Project and inbound email are not complete provider connections.
Start with a company workspace. Add the people and projects that make it yours.