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
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Xero and BrightManager

BrightPropose

  • Client details sync to BrightManager
  • Proposals are added to the client timeline in BrightManager
  • Lets you create branded professional proposals in minutes
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BrightPropose and BrightManager

Sage

  • Sync data from BrightManager to Sage
  • Sync data from Sage to BrightManager
  • No more duplicate data entry
Sage and BrightManager

CRO

  • Pulls in clients' compliance deadlines to BrightManager
  • Deadlines from CRO become the foundation for your task list
  • Automatic updates from CRO
CRO and BrightManager

FreeAgent

  • Sync FreeAgent clients with BrightManager clients
  • Client profit & loss report including, tax timeline
  • Reconcile data between FreeAgent and BrightManager
Freeagent and BrightManager

Zapier

  • Link AccountancyManager 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
Zapier and BrightManager

QuickBooks

  • Sync QuickBooks customers with BrightManager clients
  • Sync invoices between QuickBooks and BrightManager
  • Use QuickBooks's invoicing style within BrightManager
Quickbooks and BrightManager

BrightAccountsProduction

  • Client data syncs from BrightManager to Surf
  • Client data syncs from Surf to BrightManager
  • No more duplicate data entry
BrightAP and BrightManager

GoProposal

  • Client details sync to BrightManager
  • Proposals are added to the client timeline in BrightManager
  • Accept proposal and services in BrightManager switch on
GoProposal and BrightManager

Transform your practice today