Act! Accounting Link

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 centralized platform.

  • Link and update customer records seamlessly between Act! and accounting software for accurate, synchronized 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.

  • Enhances productivity with intuitive search capabilities that simplify data analysis and organization.

Act! Accounting Link is included with Act! Advantage Professional and Ultimate subscriptions.

Act! Advantage Standard

Not available

Act! Advantage
Advanced & Ultimate

Included

To learn more about how Accounting Link can benefit your business, give us a call at 866-873-2006.