CleaningCentral and Plain Accounts integration

The workflow, start to finish

1. Provision Plain inside the shared 14-day trial
2. Map owner and permitted users with SSO
3. Activate clients only after onboarding and a real non-draft invoice
4. Exchange invoices, payments and permitted employee context
5. Open the full Plain workspace for finance work

Every stage has a visible status. People can see what is ready, what is waiting and what needs correction instead of relying on a private spreadsheet or an email thread.

Information that carries forward

CleaningCentral client, invoice and payment source identifiers remain linked to their Plain records. Active status is not inferred from a quote alone.

That continuity reduces duplicate entry and also makes correction safer: the team can follow the result back through its posting, approval and source instead of changing an unexplained total.

Controls and exceptions

Signed, versioned events, retry queues, field authority, role permissions and loop suppression protect the two-way foundation.

Plain separates drafting from privileged actions. An exception remains reviewable, with a useful explanation, rather than being silently forced through merely to complete a workflow.

A realistic example

A cleaning client completes onboarding and receives an issued invoice; the client becomes active in Plain, the invoice posts after review and later payment status can return to CleaningCentral with the source link intact.

The live demo uses sample business data and simulated external actions so visitors can test the internal workflow without sending a message, moving money, connecting a bank or lodging with an authority.

Connected to the rest of Plain

Approved time and employee onboarding or offboarding context can support payroll preparation while Plain retains protected pay, tax and bank fields.

Once authorised activity posts to the ledger, the same result is available to account activity, financial statements, budgets, audit history and month-end review according to the user’s role.

What to confirm before relying on it

CleaningCentral is not a blocker for using Plain independently. The add-on synchronises only after activation, and the current public payment-portal extension remains outside the connection until separately approved.

During setup, confirm the workspace country, accounting basis, tax treatment, financial year, account mappings, approval rules and user access. Plain provides the controlled workflow; the customer remains responsible for its business decisions and professional advice.