Accounting Software

Pick your platform and we send you to Xero, QuickBooks, FreeAgent or Sage to authorise us to access your account. Got access to more than one business? You'll be asked which one to connect to. No API keys to copy and paste, and no password shared with us. Click, click — done.

One connection covers the whole practice, so nobody else needs an accounting login of their own.

Sodium reads the customers in your accounting software and turns them into clients. Take the whole list, or pick out the ones you want — a great way to get set up quickly in Sodium with all your clients listed.

Company numbers, VAT numbers and UTRs, postal and invoice addresses, and every named contact person come across with them, as far as each platform holds them. Sodium works out what kind of client each one is from its name and company number, so they arrive already typed rather than as an undifferentiated list. Run it again later and clients already imported are recognised and skipped.

A client in Sodium and a customer in your accounting software are two records for the same business, and Sodium needs to know which goes with which. We match them up for you and put the suggestions in front of you to confirm — and anything we get wrong, or miss, you can map yourself in a couple of clicks.

If a client is not in your accounting software yet, you can create the customer there from the client's own mapping screen. And a client left unmapped simply shows an empty Invoices tab — billing passes over them rather than failing the run.

Once a client is mapped, their Invoices tab reads straight from your accounting software: invoiced, paid, outstanding and overdue, with each invoice's number, date, due date and amount still owing. Nothing is cached, so what you see is what your books say right now.

It answers the question you actually have mid-job: before chasing a record request for the third time, is this client actually paying us?

Raises your fees. Approved billing lines from your services and billable time become invoices in your accounting software, with nominal codes and VAT already on them — see client billing, and direct debit for collecting them.

Opens your client's own books. A separate, optional connection on a client's record puts their profit and loss, balance sheet, bank accounts and chart of accounts on their Books tab — see client books and bookkeeping health.

Keeps client details in step. Switch on Sync Client Details and a mapped client's name, email, phone and billing address are pushed out to your accounting platform whenever they change in Sodium. It is off until you turn it on, only ever runs one way, and a field left blank in Sodium never clears what the platform holds.