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

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

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