Integrations

AccountancyManager is the beating heart of your practice, connecting you with your clients, colleagues and crucially - the other softwares you use.

Xero

Sync data from AM to Xero
...and from Xero to AM
Send recurring invoices
No more duplicate data entry

"Xero integration has really made it easy to identify discrepancies of client’s details between AM and Xero. So I can amend it in AM and sync back to Xero automatically."

— Yangbin Ma, Keep Right Accounting

FreeAgent

Sync data from FreeAgent to AM
See client’s tax timeline and profit & loss
No more duplicate data entry
Client changes in FreeAgent updates AM

Explore: Our FreeAgent Integration

QuickBooks

Sync data from AM to QuickBooks
...and from QuickBooks to AM
No more duplicate data entry

Explore: Our QuickBooks Integration

Sage

Sync data from AM to Sage
...and from Sage to AM
No more duplicate data entry

Explore: Our Sage Integration

HMRC, Companies House and CRO

Submit 64-8 Agent Authorisations
Automatically pull through CH and CRO deadlines
Automatic updates from CH and CRO

Zapier

Link AM to 2,000+ apps through Zapier
Sync client information and actions between AM and a multitude of other software
When an update occurs in one system, this acts as a 'trigger' for an 'action' to happen in the other
Create your own workflow, streamline internal business processes and automate the whole thing

Explore: Our Zapier Integration

GoProposal by Sage

Create a client in AM then push their details over to GoProposal
Send the proposal from GoProposal and see it on your AM Client Timeline
Once the proposal is accepted, the right services in AM are switched on
Receive a notification updating you that the proposal has been accepted.

Explore: Our GoProposal Integration

"AM completely revolutionised my practice overnight. I used to spend hours preparing..."

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What Our Customers Say

"AM completely revolutionised my practice overnight. I used to spend hours preparing engagement letters, chasing information and reminding clients of key dates. Now I spend less time doing admin and more time doing client work."

Martin Brooks
Gold Stag Accounts

View All Case Studies