BrightManager
Practice management integrations for your busy practice
Xero
- Associate Xero contacts with BrightManager clients
- Synchronise invoices between Xero and BrightManager
- Prevent the need for data re-entry
- Use Xero's invoicing style within BrightManager
BrightPropose
- Client details sync to BrightManager
- Proposals are added to the client timeline in BrightManager
- Lets you create branded professional proposals in minutes
Sage
- Sync data from BrightManager to Sage
- Sync data from Sage to BrightManager
- No more duplicate data entry
Companies House
- Pulls in clients' compliance deadlines to BrightManager
- These deadlines become the foundation for your task list
- Automatic updates from Companies House
FreeAgent
- Sync FreeAgent clients with BrightManager clients
- Client profit & loss report, including tax timeline
- Reconcile data between FreeAgent and BrightManager
Zapier
- Link BrightManager to 2,000+ apps through Zapier
- "Zaps" can automate tasks that transfer data from one app to another
- Only update BrightManager and information updates on connected apps
QuickBooks
- Sync QuickBooks customers with BrightManager clients
- Sync invoices between QuickBooks and BrightManager
- Use QuickBooks's invoicing style within BrightManager
GoProposal
- Client details sync to BrightManager
- Proposals are added to the client timeline in BrightManager
- Accept proposal and services in BrightManager switch on
