Sodium is designed to fit into your existing workflow, not replace it. Connect your accounting software, cloud storage, payment providers, and more — so your data flows seamlessly between the tools you rely on.
Sync your client list from the accounting platform you already use. Sodium connects via one-click OAuth — no API keys to manage or credentials to share. Once connected, Sodium monitors the connection status so you know immediately if re-authorisation is needed.
Use the bulk mapping screen to link all your Sodium clients to their accounting software counterparts in one go, with automatic name matching to speed things up.
Store and manage client documents in the cloud storage your practice already uses. Sodium creates an organised folder structure per client, so files are always easy to find.
Collect fees from clients by Direct Debit. Set up mandates, track payment status, and include Direct Debit setup as part of your proposal acceptance flow. Bulk-map existing mandates to clients from one screen.
Run identity verification and risk assessments on your clients directly from Sodium. Link client records to your AML provider, track compliance status, and maintain a full audit trail. Bulk-map clients to AML records from one screen.
Send emails from your practice email address rather than a generic no-reply. Connect your Microsoft 365 or Google Workspace account, configure the sender name and address, and Sodium handles the rest.
Automatically enrich client records with official company data — registered office, officers, filing history, and key dates.
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