Integrate with accounting apps

Create automated accounting workflows with your accounting software to reduce errors, speed up payments, and gain instant reporting.

Integrations

Every business needs to keep accounting records. Every business needs to get paid. Accounting forms a core process of any business, but often stands separate from other workflows and systems.

Avoid the routine data entry which leads only to manual labour, invoicing errors, and payment details. Tightly integrate your accounting software with your web site, payment systems, workflow, CRM and other software.

Intellis has years of experience integrating all popular business accounting packages with websites, apps, and platforms.

Integrations

Sample integrations

Integrate Xero with your website, app, or platform

Raise an invoice with Xero

Send an invoice to a customer, they pay it using Stripe, and the payment is recorded in Xero.

More on Xero

Integrate with third party applications

Third party apps

A platform doesn't necessarily replace the software and apps you are currently using, but instead can extend and automate interactions with those apps.

Most popular third party apps and sites offer integration points to enable exactly this.

Consider the pain of copying data from one software package you use to another. For example: moving contact data from your CRM to your accounting package can be both time consuming and error prone. Imagine being able to select a CRM lead, click a button, and not only having that lead appear in your accounting package automatically, but also have their first invoice raised and sent automatically.

Automations

Imagine your staff entering a job into a custom built web form, and having invoices and reports automatically generated.

Imagine your customers being able to chat to your business in the form of a Bot on Facebook Messenger, in order to find out information such as order status, account balances, and current prices. Imagine them also being able to create orders, make payments and book an appointment using the same chat bot.

All of this is not only plausible, but very much a reality when you build a platform for your business.

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