Documents & Payments connection
Teresa
Ask Teresa about your dealership's accounting, reconciliation and QuickBooks activity.
Accounting connectionAsk us about pricing
At a glance
- Module
- Documents & Payments
- Pricing
- Ask us about pricing
What Teresa does
Ask Teresa about your dealership's accounting, reconciliation and QuickBooks activity.
How you get it
In pilot — not yet open to request.
One master API Access and Data Sharing agreement covers every connection your dealership turns on.
Part of Documents & Payments
Keep signatures, payments, documents, and transaction records connected to the same customer, deal, work order, and dealership workflow already inside CDI.
CAD · month to month
Pricing
Ask us about pricing.
See Teresa working inside CDI
A demo shows the connection on your own dealership rather than on a sample account.