You and your clients can use Adfin to create and sync data in their accounting system.
Customers, invoices, and payment requests made in Adfin can all be reconciled to the client's accounting software automatically.
| Object | Description |
|---|---|
| Customer | Customers can be created and synced from the Accounting Software |
| Invoice | Invoices can be created in Adfin, or pulled from the Accounting Software |
| Payment request | Only create payments on the allocated bank account, and do not create corresponding invoices or customers |
Users connect their accounting software through the Adfin Console.
| Accounting Software | Supported |
|---|---|
| Xero | ✅ |
| Quickbooks | ✅ |
| Sage | Contact support@adfin.com |
| FreeAgent | Contact support@adfin.com |
The Adfin console allows users to see which data is synced with their Accounting System, and what isn't.
Green tick: The object synced with their accounting software
Red cross: bject is unable to be synced with the accounting software
