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.
Accounting Software
Your accounting platform is the source of truth for your client list. Sodium connects to it directly so you can import and sync clients without manual data entry or CSV exports.
One-Click OAuth Connection
Import Your Client List
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.
Invoicing Overview
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.
Xero Integration Guide
For detailed step-by-step instructions on connecting Xero, importing clients, viewing invoices, and managing your connection, see our dedicated guide.
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