Accounting Integration 2019-03-14T05:22:04+00:00

Accounting Integration Solutions for your business? Oscillosoft can help.

Are you manually syncing invoices or contacts between your CRM and your accounting platform? Do your Sales and Accounts team have to constantly pass information on to each other?

Your CRM takes care of your Sales and Marketing operations but for a unified business solution, you need your accounting taken care of in a way that syncs seamlessly with your CRM. By integrating an accounting platform with your CRM you can ensure that everything works together as one system.

Accounting Integration Solutions for your business? Oscillosoft can help.

Are you manually syncing invoices or contacts between your CRM and your accounting platform? Do your Sales and Accounts team have to constantly pass information on to each other?

Your CRM takes care of your Sales and Marketing operations but for a unified business solution, you need your accounting taken care of in a way that syncs seamlessly with your CRM. By integrating an accounting platform with your CRM you can ensure that everything works together as one system.

Keep your contacts, products and invoices synchronised across both your CRM and your accounting platform. Ensure everyone on your team is accessing the same information from the same source, at any time. Complete transparency, complete peace of mind.

Think of the time and money you’ll save focussing on your business rather than wasting your time on data administration!

Our custom developed accounting integration enables you to:

  • Allow your Sales and Accounts teams to access exactly the same records at any time, always current with the most up-to-date information, offering full visibility on every customer, including their invoice history, accounts payable and more.

  • Create or edit an invoice in your accounting platform and it will automatically be created or updated in your CRM.
  • Add or amend contacts in either your CRM or your accounting platform and automatically update the information in the other system.
  • Set up triggers in your CRM that will automate your billing by creating invoices in your accounting platform at preset times.
  • Work with consistent, accurate and up-to-date information in different apps simultaneously. This is especially useful for working in teams, remotely and on mobile.
  • Prevent duplicates and double entry by merging the data on both systems.
  • Get sync alerts via email.
  • Try before you buy with our free trial period!

Our Accounting Plugins

Benefits

Get 360 degree visibility across applications

No more Double Entry

Save time & labour costs

Increase data accuracy

Connect your sales and accounts team

Reporting

Why choose our plugin?

  • If you want to work with consistent, accurate and current information in different apps simultaneously. Especially useful for working in teams, working remotely and on mobile.

  • When you need duplicate prevention, data merging and updates on both sides.

  • For two-way real time sync, Oscillosoft is the way to go.

  • Get sync alerts via email.

  • Free trial period – try before you buy!

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