How ConnectWise works with AccountsIQ

When ConnectWise connects to AccountsIQ, managed service invoices and recurring billing data sync to AccountsIQ's sales ledger automatically. For IT service businesses with complex recurring contract structures, this automates the AR process that would otherwise require manual billing reconciliation at each billing  run.  

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Who this integration is best suited for

This integration is suited to MSPs and IT service companies that  use ConnectWise to manage client contracts and billing, and that want invoicing and AR activity to flow automatically into their accounting system.  It is useful where teams need the relevant billing, income, cost, payroll or operational data reflected in finance with fewer manual steps.  

How Shopify works with AccountsIQ

When Shopify connects to AccountsIQ, daily sales summaries, refunds, and fees post  automatically to AccountsIQ, removing the need to manually reconcile e-commerce income at the end of each day or period. Finance teams get an accurate and current picture of e-commerce revenue in their ledger without lifting a finger.  

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Who this integration is best suited to

This integration is suited to product businesses and e-commerce operators that use Shopify to manage online sales and want that revenue to flow cleanly into their accounting system. It works well for businesses with meaningful daily transaction volumes where manual reconciliation has become an overhead, and for multi-brand retailers that need to consolidate e-commerce income across several Shopify stores.  

How Karbon works with AccountsIQ

For accounting firms that use Karbon to manage their practice, connecting it to AccountsIQ  means their own bookkeeping sits in a system they know and trust. It also makes AccountsIQ a natural recommendation for their SME clients, since the practice is already familiar with it. Karbon is a collaborative practice management platform built for accounting and advisory firms.  

Who this integration is best suited to

This integration is suited to accounting and advisory practices that use Karbon for client workflow management and want a well-connected accounting system for their own firm's finances. It is also relevant for practices actively recommending accounting software to their clients, where familiarity with AccountsIQ through their own use gives them confidence in doing so.  

Powerful automation

Oracle’s Opera is one of the world’s leading hotel applications which integrates with AccountsIQ’s cloud-based accounting software and works with multinational groups. Where Opera accounting software works in partnership with AccountsIQ is by integrating its reservations element with the back office – accounts receivable, accounts payable and payment gateways.

• Hoteliers can view the detail of hundreds and thousands of invoices which can be automatically imported without the need for manual processing, opening up a wealth of insights.
• Income can be broken down by rooms, conference facilities or food and drinks.
• Hotel groups can analyse income by brand or by hotel.

Real-time insight

This integration of front and back office not only facilitates better debt management but also provides scope for analysis of all this data in real time. Which customers spend most, when, where and on what? Which hotels perform best and why? AccountsIQ’s consolidation feature can roll the information back up into a concise group report.

Restaurant inventory management made easy

When sales, ordering, inventory, and menu costing are managed using MarketMan, the result is a complete real-time picture of every important statistic at the restaurant, saving time, reducing costs of goods sold, and maximizing overall margins and process management efficiency.

Accounts Payable Automation – What are the real benefits?

• Supplier and Product Catalog Management
• Placing and receiving orders from vendors
• Tracking ingredients and real-time menu costing
• Reporting and notifications
• Commissary management

Approvals in just one click

Within Lightyear your approvals are handled with a simple click of a button. Invoices automatically move through your approval workflow to the relevant people for 1 click approval in a multi-tiered and fully customisable workflow. As your invoices are stored within the Lightyear archive never again will you suffer, loss, damages, forgotten or duplicate supplier documents.

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The software enables you to automate processes, removing the stress of missing deadlines or losing days because of having to manually enter data and reconcile invoices. Line-item data is extracted from invoices in real-time with 100% accuracy, and suppliers statements are automatically reconciled, letting you know if you are missing any invoices.

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All your documents are stored in Lightyear for up to 7 years and you can run reports to analyse your company’s spend by multiple parameters including GL codes, suppliers, individual products and purchases by different sites or brands in your portfolio.

How does AccountsIQ’s Lightyear software integration work?

Extract your rich line-item data and utilise the Lightyear automated approval workflow then seamlessly import your pre-approved AP invoices/credit notes including tax, GL account and BI codes line by line into AccountsIQ.

Gain efficiencies with HotSoft Hotel Management Solution

Our HotSoft software integration allows you to record income and receipts from the operations in a summary manner from an output file produced by HotSoft. The integration can be a manual upload or an automated file transfer with a report being sent to our customers. It deals with all of the postings – income and receipts, as well as balance sheet postings. Income can be posted to multiple GL accounts and Business Intelligence analysis (BI) codes, with payments recorded from the full range of payment options that the hotel allows.

Automate event management admin with Cvent software integration

AccountsIQ’s Cvent software integration streamlines your booking system workflow, simplifying customer management processes. Financial data for event bookings, such as invoices and receipts, is synchronised hourly between Cvent and AccountsIQ, and many customers also use our Salesforce integration to manage contacts and customers.

How Cmap works with AccountsIQ

Project invoices and WIP journals from Cmap post directly into AccountsIQ, removing the double-entry that would otherwise be needed between the project management system and the accounting platform. For consultancies, this means project  directors can manage delivery in Cmap while finance teams work in AccountsIQ, with both systems always reflecting the same underlying data.  

Who this integration is best suited to

This integration is best suited to consultancies and professional services firms that manage projects in Cmap and need those financial activities to flow cleanly into  their accounts. It is particularly relevant for firms that have grown to the point where managing project finances and company accounts in separate,  disconnected systems has become a genuine operational burden.  

Chaser Software Integration

Chaser also saves a great deal of time, in fact the average UK business spends 336 hours a year chasing late payments:

• Get invoices paid 16+ days sooner
• Save 15+ hours per week on accounts receivable tasks
• Reduce days sales outstanding by 25% +
• Maintain great customer relationships

How does the integration work?

Chaser connects and syncs with the data in your AccountsIQ account in just 2-minutes. Your company information, customers, invoices, credit notes, payments and overpayments are all securely imported.

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Your Chaser account syncs with AccountsIQ automatically: every hour, before any payment reminder is sent, and on-demand to ensure you’re always working with the most up-to-date information.

Practice management made easy

The integration with CCH provides a single point of data entry with full details synchronised into AccountsIQ. Synchronise customer invoices, payments and receipts in near real time between the two systems. The integration allows you to produce, collaborate and track the progress of both upcoming and past work to improve practice performance.

Streamlined workflows

The CCH and AccountsIQ integration is already being used by companies such as Bishop Fleming, to eliminate bottlenecks and manage workflows more effectively.

How does the BrightPay and AccountsIQ integration work?

• When you sign into your AccountsIQ account in BrightPay, your nominal ledger accounts will be retrieved where users can simply map each payroll data item to the relevant nominal account.
• The payroll journal can include records for payslips across multiple pay frequencies.
• Users can include individual records for each employee or merge the records for each unique date.
• A nominal account can be used for multiple items.
• You can also specify any circumstances for which amounts should be mapped to an alternate nominal account code (e.g. depending on period type, directorship, departments, specific rates/additions/deductions, etc.)

Arlo training management system

Partnering with AccountsIQ, Arlo solves the challenges of managing a training organisation. Replace cumbersome spreadsheets and software with a single platform, reducing manual work and freeing your time to focus on training. Sell more through a connected website and purpose-built checkout, and integrate with your favourite tools to create a connected training business.  

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Arlo easily integrates with AccountsIQ Training orders and credit notes are automatically passed from Arlo to AccountsIQ, ensuring all your financial data is in one place. See how Humentum use the two systems.

Easily manage your training company

Arlo’s training management system enables you to manage and grow your training company by seamlessly integrating best-in-class tools.

Faster Automated Data Entry

The integration between AccountsIQ and Joblogic allows an easier and more efficient way to manage finances, combining the benefits of both an accounting system and a powerful service management software. The integration serves to reduce manual administration, save time and give full visibility of your accounts against job management processes.

Faster Automated Data Entry

iCompleat's invoice solution allows users to remove the tedious manual data entry in their accounts payable process and gain full visibility over the status of all invoices, all in one single solution. A particular benefit is the ability to have multiple levels of approval and the ability to code to line level on invoices and send off for approval at line level. It is also user-friendly with an intuitive interface.

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Automate Your Expense Management within AccountsIQ

Our Expensify integration allows you to photograph, upload and record expenses, feeding directly into the accounting system. A significant amount of processing time can now be taken off from the cost side of the business. AP automation will allow you to extract the posting data and send the approval journey prior to automated payment.

A smart way to manage international payments

AccountsIQ has partnered with the global payments company, offering customers a new way to access FX rates for payments, automated from within the finance system. Customers can make and receive international payments whilst saving a great deal of time on what can be a very cumbersome administration task.  

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Our accounting software now seamlessly integrates with market-leading TransferMate, providing customers with significant cost-savings on their international payments.

How will clients benefit?

• International payments can be generated directly from within the AccountsIQ platform
• Access competitive FX rates and instantly benefit from significant savings on international payments.
• Faster settlement time and auto reconciliation as it is handled from within the accounting system – all postings happen automatically and no manual reconciliation is required.
• Greater control over payment settlement through our approval workflow.
• Only one login required (to AccountsIQ).
• Benefit from a simplified, international payments process accessible for all.

Streamlined expense management

ExpenseIn makes expense management effortless by combining receipt scanning, automated policy enforcement, real-time reporting, and integrated company expense cards into one powerful platform.

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Whether your employees pay out-of-pocket for their business lunch or use their ExpenseIn card for a hotel booking, our mobile app makes recording expenses fast and simple. With our intelligent receipt scanning feature, they can create and submit expenses in seconds.

Managers can approve submissions on the go, dramatically reducing approval time and eliminating the need to chase team members. And with full visibility over all business spend, you’ll always be equipped to make smarter financial decisions.

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Unparalleled support

Every feature in ExpenseIn is designed with a user-first interface, ensuring a seamless experience across out-of-pocket, mileage, and company card expenses. Our platform is fully compliant with UK and Irish tax law and simplifies everything from approvals to audits.

And when you need help, our friendly, multi-channel UK-based support team is here for you. We take the time to understand your business needs and provide expert assistance at every stage of your journey.

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Automated supplier, inventory and workforce management

Automated processes such as purchase-to-pay gives the hospitality industry increased productivity and saves valuable administration time.

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Integrating Fourth with AccountsIQ's hospitality accounting software gives hospitality enterprises an end-to-end automated purchase-to-pay process. When an order is placed, it automatically posts the invoices to AccountsIQ once delivered by the Business Unit manager.

Automating Data Entry

AutoEntry captures full line item details. It verifies the accuracy of the data using arithmetic validation rules so it will never let you post invoices to AccountsIQ which are not correct. It also stores images of your documents for as long as you need them. Multiple companies and multiple users access the AutoEntry system for one monthly subscription making it an economical solution for AccountsIQ’s multi-company clients.

Work together seamlessly

AccountsIQ’s Autoentry accounting software integration allows company users, bookkeepers and accountants to seamlessly work together at no additional cost. Founded in 2009, AutoEntry is now a trusted supplier to over 2,000 accounting firms.

Automated invoice processing and more efficient workflows

Whether your invoices arrive by post, fax or email and no matter what format, they can be processed within minutes. Kefron’s document scanning and capture solution enables you to digitally capture documents and data.

Accounts Payable Automation – What are the real benefits?

• Accounts Payable Automation – What are the real benefits?
• Time and cost savings
• Increased accuracy
• Improved visibility and control

How Stripe works with AccountsIQ

When Stripe connects with AccountsIQ, the manual work of reconciling payment activity at month end largely disappears. Payment events from Stripe – charges, refunds, and payouts – post automatically as transactions in AccountsIQ, so finance  teams always have an up-to-date picture of cash without having to extract and  re-enter data.  

Who this integration is best suited to

This integration is a strong fit for any business processing a significant volume of online  payments – whether that is a fast-growing SaaS company collecting subscription fees, an e-commerce brand managing high daily transaction volumes, or a not-for-profit accepting donations and event payments online.  

Instant insight

Concur’s travel and expense management software replaces traditional expense management processes with a simplified, paperless, Cloud-based application. It gives budget holders instant insight into company spend, whether it relates to travel and expenses or purchase invoices. Employees can access and manage expenses on-the-go using smartphones and the need for paper disappears.

Simplified expenses

AccountsIQ and Concur have joined forces to help AccountsIQ customers combat everyday challenges around managing expenditure. The Concur accounting software integration means processes are automated from the source of spend to the management reporting, cutting out countless hours of manual processing and potential error. Having access to real-time expenditure, anywhere in the world, means better financial control.

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Owned by SAP, Concur Technologies is a Software as a Service (SaaS) provider focused on helping companies to simplify processes. The integration with AccountsIQ makes a simplified, paperless expense process accessible for medium sized enterprises.

Transform your job costing with Rapport3

Rapport3 is a project management system for architects, engineers and project managers. From managing timesheets to ensuring no expense is overlooked, it is easy to transform your costing methods with Rapport3.

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Streamline your internal processes with mobile access, allowing you to track expenses on the go.  The automatic flow of data between systems removes the need for manual data entry, eliminating the double entry of data and thereby reducing errors. 

Enhanced visibility

Get visibility on all of your projects in one place to quickly highlight any non-conformance and ensure standards are met.

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Enhance project email collaboration – the collaboration tool helps improve communication between your team and ensure no email goes missing.

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AccountsIQ is integrated with Rapport3 and there are numerous clients including David Chipperfield Architects and Costello Medical using the integration.

How iSAMS works with AccountsIQ

When iSAMS integrates with AccountsIQ, pupil fee billing and school income data flow into AccountsIQ, giving school finance teams accurate revenue recognition and AR management without manual re-entry between the two systems. For multi-school trusts and academy groups, the integration is particularly valuable.  

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Who this integration is best suited to

This integration is designed specifically for independent schools, academies, and  multi-academy trusts that use iSAMS as their MIS and need pupil billing and school income to flow cleanly into their accounting system. It is a natural combination for school finance teams that want to reduce manual processes and  improve the accuracy and timeliness of their financial reporting.  

How Salesforce works with AccountsIQ

When Salesforce connects to AccountsIQ, won opportunities in Salesforce automatically trigger customer creation and invoice generation in AccountsIQ. That connects the sales-to-cash cycle without the manual handoffs – typically emails or spreadsheet exports – that normally sit between the CRM and the accounting system.  

‍Who this integration is best suited for

This integration suits businesses that have standardised on Salesforce for CRM and want their accounting system to stay in step with commercial activity automatically. It is a strong fit for professional services, financial services, and media businesses where won deals translate directly into invoicing activity in AccountsIQ.