AM’s year so far: 3 integrations, whitelabelling and more Back in February, we boldly announced AccountancyManager’s 2021 roadmap. In just six months, we’ve released three big integrations, white-labelling for Client Portals and a few smaller - but useful - features.
This article is
Z
apier integration
This one integration opens up a whole world of possible connections between AM and other software you might use. Automatically add a client to Practice Ignition
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automatically create a client in AccountancyManager each time a client accepts a proposal in Practice Ignition. Sage Business Cloud integration
@accountancymgr
James Byrne, CEO, AccountancyManager During his time as a practising accountant, James identified a range of operational inefficiencies - which he knew the right software would solve. Thing was, it didn’t exist yet. Jump forward three years and AccountancyManager helps thousands of practices automate their onboarding, record requests and task lists every day.
Released last year, phase one allowed you to sync client details, in both directions, between AccountancyManager and QuickBooks. Phase two – now live – adds invoicing. Synced and linked invoices
You could use a ‘Zap’ to automatically create a client in AccountancyManager each time a client accepts a proposal in Practice Ignition.
If you or your client makes a change to their details in their Sage Business Cloud Accounting account, these changes will be reflected in the client’s file and portal on AccountancyManager. Thanks to the two-way sync, this works the other way around too.
Create a client in AM from your proposal software
QuickBooks integration: Now with invoicing
Invoices in QuickBooks format
If you use Practice Ignition, you could use a ‘Zap’ to
We unleashed our QuickBooks integration in two phases.
You can update the format of your invoice in AM to mirror the
When you create an invoice in AM, a corresponding invoice will be created in QuickBooks and vice versa. Any updates are reflected across both systems, including when an invoice is marked as paid or partially paid.
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