Accounting Software

No API keys, no shared credentials. Connect your accounting platform in a single click using secure OAuth. Sodium supports Xero, QuickBooks, FreeAgent, and Sage — choose whichever your practice uses and authorise access in seconds.

Pull your full client list from your accounting software into Sodium, or select exactly which clients to pull in. Client names, contact details, and company information are mapped automatically — no spreadsheets, no copy-pasting.

For each client, Sodium pulls in an overview of their invoices directly from your accounting software. At a glance you can see what's been invoiced, what's been paid, and what's unpaid or overdue — without switching to another application.

It's a quick way to check the financial picture for any client while you're already looking at their record in Sodium, whether you're preparing work, chasing fees, or reviewing a proposal.

After connecting your accounting platform, you need to map each client in Sodium to the corresponding customer in your accounting software. You can do this one by one from each client record, but for a faster start there's a bulk mapping screen.

From the Accounting section in Settings, click the Mappings button to see all your clients alongside their accounting software counterparts. Sodium automatically suggests matches based on client names - accept the suggestions with a single click, or choose a different match from the dropdown.

It's the quickest way to get up and running when you first connect, or when you've added a batch of new clients.

For detailed step-by-step instructions on connecting Xero, importing clients, viewing invoices, and managing your connection, see our dedicated guide.

Connecting Sodium to Xero →