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Integrations

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

Xero

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

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
QuickBooks

QuickBooks

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

Sage

  • Sync data from AM to Sage
  • ...and from Sage to AM
  • No more duplicate data entry
HMRC, Companies House and CRO

HMRC, Companies House and CRO

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

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
GoProposal by Sage

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.

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

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What Our Customers Say

  • "AccountancyManager has saved the practice heaps of time when keeping track of deadlines & we've found the other features (e.g. time recording, client sign-ups) helpful to have all in one place."

    Niall Hawkins
    Niall Hawkins
    Farrow Accounting & Tax