The “Silo” Problem
In many fire protection and life safety offices, the service department and the accounting department live on two different islands. You might have a great system for field work, but if your financial data lives in a “silo”—like a separate bank portal or an expense app that doesn’t talk to your records—someone has to manually bridge that gap.
We believe the best software strategy isn’t trying to do everything ourselves; it’s building a reliable “handshake” with the specialized financial tools you already use. If you have your own accounts with Chase, Concur, or Billtrust, PZ provides the integration to ensure your data flows where it needs to go without the administrative friction of re-typing information.
1. Concur: The Handshake for Field Expenses
Field technicians shouldn’t have to be bookkeepers. When your team uses their own Concur account for fuel or parts, PZ bridges the gap.
- The Workflow: Technicians file expense reports in their Concur mobile app.
- The Handshake: Once your office staff reviews and approves them in Concur, PZ retrieves that data during a nightly sync and creates journal entries for you to review and post.
- The Reality: You get the data without the duplication trap of manual entry.
2. Billtrust: The Handshake for Customer Payments
Cash flow slows down when you have to manually print invoices or handle paper checks. If you use Billtrust as your lockbox and invoicing service, PZ keeps the process intact.
- The Workflow: PZ sends your invoice data to Billtrust nightly via a secure transfer.
- The Connection: Billtrust handles the printing, mailing, and digital portal payments.
- The Handshake: Billtrust sends payment files back to PZ.
- The Reality: Your team simply reviews the BillTrust Payment Import screen to commit those payments to your AR records.
3. Chase: The Handshake for Vendor Payments
Cutting manual checks is a bottleneck. If you have a banking relationship with Chase, PZ can automate the “Cash Out” process.
- The Workflow: You select which vouchers to pay inside PZ.
- The Connection: Instead of printing checks in-house, PZ generates a secure payment file overnight and sends it to Chase.
- The Handshake: Chase validates that file and executes the payments, whether by check, ACH, or wire—on your behalf.
- The Reality: PZ automatically marks those vouchers as paid and updates your General Ledger the moment the file is sent.
The Payoff: Freedom from Administrative Friction
Integration isn’t about PZ “becoming” your bank or your expense tracker. It’s about creating a port where those professional tools can plug into your service data. By connecting your specialized accounts to the PZ platform, fire protection companies eliminate the silos that slow down growth.
Real efficiency happens when you stop re-typing data. If you want to see how these integrations work together inside PZ, contact our team to schedule a walkthrough of the platform.