Gain a Full View of Customer Relationships and Financial Data
Act! Accounting Link provides Act! users a richer, more holistic view of customer relationships by seamlessly integrating financial data—such as quotes, payments, and aged receivables—with the existing customer information and marketing insights in Act!. Supports integration with Xero, QuickBooks, and MYOB.
Unify Customer Insights & Financial Data
Managing customer and financial data across disconnected systems can create inefficiencies and limit visibility into customer relationships. Act! Accounting Link enriches the Act! experience by seamlessly connecting Act! CRM with accounting software. Financial insights, such as payments, invoices, and aged receivables, are integrated with existing customer and marketing data, providing a more comprehensive and holistic view of customer relationships.
Key Features & Benefits
Access a unified view of customer interactions and financial insights in one centralised platform.
Link and update customer records seamlessly between Act! and accounting software for accurate, synchronised data.
Create new customer records in Act!, with automatic syncing to accounting platforms for effortless data management.
Monitor Transactions Effortlessly
Gaining real-time visibility into financial performance is essential for making confident business decisions. The Accounting Link tab in Act! provides access to critical financial metrics at your fingertips, empowering you to track trends, monitor transactions, and make data-driven decisions effortlessly.
Key Features & Benefits
View monthly sales trends, aged receivables, and transaction histories—including quotes, orders, and invoices—directly within Act!.
Get up-to-date financial information with automated data refreshes.
Manage cash flow more effectively by accessing aged receivables to support informed financial planning.
Streamline Transaction Searches
Locating and accessing financial data is made simple with Act!’s robust filtering and lookup tools. Transactions can be filtered by type, date range, or keyword, while customer or company details are quickly retrieved from within the system.
Key Features & Benefits
Filter transactions by type, date range, or keyword to retrieve data quickly and accurately.
Access customer or company details effortlessly using aged receivables or specific transaction data.
Enhance productivity with intuitive search capabilities that simplify data analysis and organisation.
Introduction to Act! Accounting Link - short video
See a holistic view of customer relationships by integrating financial data.