Your accounting package, connected and automated
Your accounting system holds the most important numbers in the business, yet they are often re-keyed from other systems and reported from spreadsheets. We connect Sage Intacct, Sage 200, AccountsIQ, Xero and QuickBooks to the tools you already use, automate repetitive bookkeeping tasks and turn your financial data into clear, live reports.
The challenges we solve
- Sales invoices, orders or expenses are typed into the accounting system by hand.
- Your CRM, online shop or payroll does not talk to your accounts, so the figures never quite match.
- Month-end takes days of exporting, reconciling and building spreadsheets.
- Directors wait weeks for management accounts, and cash flow is hard to see.
What you get
- Transactions flow into your accounts automatically, with fewer keying errors.
- One consistent set of figures across sales, operations and finance.
- A faster, calmer month-end.
- Live dashboards for profit, cash flow and budget vs actual.
Accounting & Finance Systems, end to end
Integration review
We map where your financial data comes from and where it needs to go, and identify the integrations and automations that will save the most time.
System integrations
Connect your accounting package with CRM, e-commerce, payroll, banking and operational systems using official APIs and trusted connectors.
Invoice & bill automation
Create sales invoices from orders or CRM deals, capture supplier bills and route them for approval, without re-keying.
Reconciliation support
Automated matching and exception reports that cut the manual work of reconciling payments, bank transactions and ledgers.
Financial dashboards
Management accounts, profit and loss, cash flow, aged debt and budget vs actual in Power BI or your preferred reporting tool, refreshed automatically.
Multi-entity & consolidated reporting
Combine several companies, ledgers or accounting packages into one consolidated view, with drill-down to the detail.
How businesses use it
E-commerce to Xero
Online shop orders, fees and payouts are posted to Xero automatically and ready to reconcile.
CRM to QuickBooks
Won deals in your CRM create customers and invoices in QuickBooks without re-keying.
Board pack from Sage
Monthly management accounts and KPIs from Sage Intacct, Sage 200 or AccountsIQ, refreshed automatically in Power BI.
Tools & technologies
- Sage Intacct
- Sage 200
- AccountsIQ
- Xero
- QuickBooks
- Power BI
- APIs & connectors
Accounting & Finance Systems projects we have delivered
Sage 200 Professional moved to Azure, with bespoke apps and mobile ordering
We moved a Sage 200 Professional set-up from a physical server to Microsoft Azure, then built reporting, sales target and HR web apps and a mobile ordering app that sends orders straight into Sage 200.
Read case study Sage IntacctMulti-entity Sage Intacct integration
A two-way Sage Intacct integration that syncs customers, suppliers, sales and purchase invoices and payments, with control over which Intacct entity each record goes to.
Read case study Sage 200Sage 200 Standard integration with sales and purchase order posting
A Sage 200 Standard integration that imports customers, suppliers, codes and payments, and posts sales and purchase invoices as Sage 200 orders, line by line.
Read case study AccountsIQAccountsIQ integration with two-way payment sync
An AccountsIQ integration that brings in customers, suppliers, tax and GL codes, posts sales and purchase invoices with stock and location detail, and keeps payments in step both ways.
Read case study XeroOne-click Xero invoicing
A Xero integration that pushes approved invoices, credit notes and payments with one click, syncs customers both ways and imports Xero tax rates and account codes.
Read case study QuickBooksQuickBooks Online integration with one-click posting
A QuickBooks Online integration that syncs customers both ways, imports tax and account codes, and posts approved invoices, credit notes and payments with one click.
Read case studyA simple, transparent process
- 01
Discover
A free consultation to understand your goals, systems and the manual work slowing your team down.
- 02
Design
A clear plan with scope, timeline and a transparent quote, prioritising the quickest wins first.
- 03
Build
We build in short iterations, sharing progress regularly so there are no surprises.
- 04
Support & improve
Training, documentation and ongoing support, with improvements based on real usage.
Accounting & Finance Systems: common questions
Can't find your answer? We are happy to talk through your situation.
Ask us a questionWhich accounting packages do you work with?
Sage Intacct, Sage 200, AccountsIQ, Xero and QuickBooks. If you use another package, ask us: most modern systems offer an API we can work with.
Will integrations change how our accountant or bookkeeper works?
No. Data still arrives in your accounting package in the usual way, following your chart of accounts and tax codes, so your accountant or bookkeeper keeps working as before, with less manual entry.
Is it safe to connect other systems to our accounts?
Yes. We use the official, permission-based connections each package provides, give every integration only the access it needs, and add logging and alerts so each automated transaction can be traced.
Can you report across several companies or accounting packages?
Yes. We can combine data from several entities, or from different accounting packages, into one consolidated set of dashboards.
Often combined with
Business Intelligence & Reporting
Turn raw data into clear, interactive dashboards and reports so your team can see what is happening and act on it, in real time.
Learn moreSystem Integrations
Connect your CRM, ERP, finance tools and spreadsheets so data flows between them automatically and stays in sync.
Learn moreWorkflow Automation
Eliminate repetitive manual tasks. We automate approvals, data entry, notifications and hand-offs so your people can focus on real work.
Learn moreReady to talk about Accounting & Finance Systems?
Book a free, no-obligation consultation. We will review your current processes and show you where automation and better reporting can save time and money.