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.
Integrations
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.
Accounting Software
Document Storage
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.
Direct Debit and Payments
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.
AML Compliance
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.
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.
Companies House
Automatically enrich client records with official company data — registered office, officers, filing history, and key dates.
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