Workflow
With Layer, you can provide a complete accounting and bookkeeping experience to your SMB customers, directly within your platform. The process for offering accounting using Layer has four broad steps:- Set up your Platform account and API access - Reach out to Layer to set up a
Platform
for your business and obtain your API credentials. During this process, Layer team will configure yourPlatform
chart of accounts and enable any data integrations needed for your use case. - Onboard your SMB customers to Layer - In order to offer accounting features to one of your SMBs, they must first be onboarded to Layer. This is done by creating a
Business
. When aBusiness
is created, they also receive an associatedGeneral Ledger
where all of their accounting data will be stored. For more info see Onboarding a Business. - Import SMB Financial Activity - Start passing the financial activity data of your SMBs to Layer via the Layer API. This is how your SMBs’ financial data will be displayed within Layer’s Embedded Accounting views. For more info see Importing Financial Activity.
- Display accounting interfaces in your product - Once you are passing SMB Financial Activity to Layer, you can begin offering embedded accounting and bookkeeping features within the product. The exact set of accouting interfaces you use will depend on your use case and can range from a screen to connect bank accounts to a profit and loss report. For more info see Offering Accounting.
Displaying accounting interfaces
There are two ways to surface accounting features within your product using Layer.- Embedded Components - Layer provides a suite pre-built React UI components you can use directly within your frontend. For more information see Embedded Components.
- API - Build your own accounting UIs directly on top of the Layer API for full control of your customer’s accounting experience.