Plugged into the tools your practice already runs on
Sodium plays nicely with the tools you already use. Your ledger, your cloud storage, your payment provider and your mailbox all feed into the Sodium screens, so you can do more without constant context switching.
Accounting
Your client list, straight from the ledger
Your accounting platform already knows who your clients are and what they owe. Sodium reads it directly - first to get you up and running quickly, and then so you can see your clients' books, plus what they owe you, all in one place.
- Clients imported, and matched to existing records by name
- Invoices visible against each client
- P&L, balance sheet, debtors and creditors on the Books tab
- A health score for the bookkeeping itself, from Xenon Connect
Documents
Files stored in your own service. Signatures done properly.
Client documents live in the storage your practice already pays for, in a tidy folder per client. When a tick in a box isn't enough, any PDF can go for a legally binding e-signature and come back filed.
- An organised folder structure created for every client
- Your files stay in your storage, so they leave with you
- E-signatures sent from the same place as approvals
- The signed copy files itself back onto the document
Payments
Direct Debit set up the moment they say yes
Mandate setup is part of proposal acceptance, so a new client is paying by Direct Debit before anyone has had to ask or chase.
- Mandates set up as part of proposal acceptance
- Payment status tracked against the client
- Existing mandates bulk-mapped to clients from one screen
Compliance
Know exactly who you're dealing with
Identity checks and risk assessments run from the client record, and official company data keeps that record current. Less looking things up, a cleaner audit trail.
- ID verification and risk assessments launched from Sodium
- Compliance status and a full audit trail per client
- Registered office, officers, filing history and key dates pulled in automatically
Comprehensive Email Integration
Proposals, chasers and requests go out from a real practice mailbox, in the name of the person the client knows. Replies come back in and land against the right client, not in one person's inbox.
- Sent from your own address, with the sender's signature
- Fulfil document requests directly from email attachments
- Incoming conversations filed against the right client
- Powerful and flexible sharing features, across multiple mailboxes
Proposals
Win it where you like, run it in Sodium
Love Socket or Power Pricing for your proposals? Keep it. Once a client has signed, they flow through to Sodium with their services already set up, ready to work without rekeying a thing.
- New clients created, existing ones matched
- Proposal services mapped once to your own Sodium services
- Agreed fees and start dates carried across
- Recurring work kicks off from the day they sign
Build your own
No card for it? Connect it yourself.
Sodium is built API-first: everything the app can do is open to you, your developers and your AI assistant.
API
Everything you can do in Sodium, available over HTTP. Automate the dull bits or wire up a tool we don't.
GET /tenants/your-practice/clientsExplore the API MCP server
Connect Claude, ChatGPT or Gemini to your practice and ask about clients, deadlines and work in plain English.
See the MCP server
CSV import and export
Move data in from a spreadsheet or another system, and back out again, without writing a line of code.
Import and export