Chart of accounts hygiene
Use clear, non‑overlapping categories; avoid one‑off catch‑alls.
Vendor normalization
Merge duplicates and store tax IDs; tie vendors to W‑9 status.
Linked source documents
Attach receipts, bills, and contracts to transactions.
Standardized exports
Use CSV/JSON exports with clear headers; maintain date and ID keys.
Security & access
Apply least‑privilege access and rotate API keys; log every data pull.