Are you finding manual invoice creation, follow-ups, receipt management, payment tracking, and others hard? Then it’s time to go for accounting application integration.
We are suggesting you some of the best accounting and finance solutions because we know the significance of these business processes in running the organizations. Efficient accounting applications and integration make invoicing, billing, credit card, and payroll management swift. However, when it comes to hunting for an accounting application, it is essential to know what finance constraints a business is facing, and then select the integration accordingly. To do so, one needs comprehensive knowledge and access to a certified CRM consultant like Techloyce who can elevate your overall business experience with their knowledge and expertise.
Here in this article, you will find top accounting applications integration that Techloyce is providing to the Zoho, HubSpot, SugarCRM, and Odoo users. The brief not only include features but also provides a detailed account of what the Zoho Books Integration, Odoo Google Sheet Integration, SugarCRM QuoteWerks Integration, and HubSpot Xero integration can offer to your business.
Also Read: Zoho Finance Plus A Must-Have Suite For Accounting And Finance Management
Techloyce Application Integration
1. Sage
Most of the time accounting and finance officers complain about the messed up and the possibility of making an error when they have to manually manage company accounts, crafting invoices, or track bills payments, and file tax returns.
Take an example of a wholesaler who provides products to over 100 retailers on regular basis. He needs to track the flow of everything and manual management of inventory is not a solution here because new era problems require an innovative solution. And, Zoho Books is offering exactly that, however, when it comes to small to medium-sized businesses and start-ups with limited accounts need Sage integrations. No matter what CRM you are using ranging from Zoho CRM to SugarCRM, and HubSpot to Odoo, it can integrate with them all.
And, the best part is, Techloyce is offering a ready to integrate Sage integration solution for which you just need to plug in and enjoy an unparallel accounting and finance experience. Here are some features that you can enjoy:
Features
- The integration offers a complete solution from basic accounting to advance.
- The user can send professional invoices either via mail or email.
- Since everything is online, the accounting software can track and monitor cash flow virtually from anywhere.
- It also makes online bill payment an easy task
- From inventory to fixed assets the finance managers can manage everything virtually.
- In addition to Vendor and customer management, Sage integration also provides deep insights on customer and help users in tracking the status of an invoice and bills payment.
- Sage integration offers over 100 plus templates that one can use to create customized reports
One significant advantage Zoho Sage Intacct Integration offer is, it makes revenue and conversion tracking and data management simple. Along with this, real-time reporting helps in tracing everything a few clicks away.
Read: 9 HubSpot Integrations That Will Boost Your Business Efficiency
2. QuickBooks
The next integration on our list is QuickBooks. It is an accounting application that aims to assist SMBs and SMEs in customer, vendor, and client information efficiency. Moreover, at Techloyce we have QuickBooks integration that supports Zoho CRM, Odoo, SugarCRM, and HubSpot integration.
Here are some features that our pre-built QuickBooks integration offers
Features
- The first thing that the integration offers is account reconciliation & bank reconciliation
- When it comes to customers, vendors, and retailers the address validation and automatic billing make things easier.
- Moreover, the billing portal eases the hassle of switching applications or manual involve payment.
- Since everything is handle online, the integration makes cash and cash flow management easy for finance and account officers. Along with this, one can manage check drafting and processing with ease.
- QuickBooks Integration with CRM ensures easy Tax compliance & VAT Computation management.
- In addition to local currency, the integration also supports multicurrency handling and processing.
- Account and finance officers can create dozens of estimates and simultaneously manage or map the statuses of invoices.
- One can manage the QuickBooks virtually from anywhere
- The integration also allows the user to import customer data from Excel to QuickBooks. And, the system also reduces double data entries.
- Lastly, to the QuickBooks interface, one doesn’t require any prior accounting knowledge
In addition to these features, the Zoho Integration with QuickBooks, Odoo Integration with QuickBooks, and SugarCRM Integration with QuickBooks makes the system so agile that the user can import all the invoices, sales, and purchase transaction, customer and vendor’s data to the dashboard instantly.
3. QuoteWerks
It is a web-based quote management application that makes quotes creation, tracking, and editing easy for the users. Along with this, one can access all quotes remotely on multiple screens e.g. laptop, mobile, tablet, and desktop. Techloyce ready to integrate QuoteWerks offers the following features to the Zoho, HubSpot, Odoo, and SugarCRM users.
Features
- Synchronize customer and vendor information with the accounts, hence one can create a quote against any account or contacts, along with this, one can also send customized estimates using several templates.
- While creating a quote, the accountant can attach a note for future reference. Simultaneously, the quote can be converted into order once the deal is closed.
- The user can also set a reminder for a follow-up call with a quote.
- The customization of quotes allows one to insert data fields and print any quotes’
4. Xero
Unlike other accounting and finance applications, the Xero integration with Odoo, HubSpot, SugarCRM, and Zoho can simultaneously assist in managing inventory, expense, customer, and receipt. At Techloyce, we have created ready to deploy Xero Integration that supports SugarCRM, Odoo ERP & CRM, and Zoho. The Xero integration offers the following benefits.
Features
- The integration allows the user to create a custom workflow with ‘what If’ rules.
- It also makes accounting easier, and empower finance officer to manage accounts payable and receivable from single dashboard.
- One can automate the quote creation, scheduling, and billing process. Along with this, the integration also makes bank reconciliation, billing, and invoicing easier.
- Besides cash flow management, the accountant can print, process, and write a check. At the same time process credit card.
- With Xero integration, one can manage clients, contracts, and licenses.
- Finance officers can create customize invoices and reports, and view invoice history. Along with data import, export, and synchronization.
- Payment processing and payroll management and complete control over data tracking and error handling is another significant feature.
