Integrations

With the wider use of AI notetakers, it seems sensible that ALL communications with CLIENTS should be recorded in AM, not just the odd email and call - so ALL online meetings that can be recorded with FATHOM AI should be possibnle to add to the Ti...

Webhook integration should be considered to allow capture of updates to client records. This could include notifications, name changes, date changes or any other hook desired.

Use the existing 64-8 functionality with Partnerships

When linking with Xero, the client reference number should also link.

Is there a way that letters can be generated from Accountancy manager, with fields clients name and address and reference number and exported to word?

Timeline is a fantastic feature of BrightManager yet somewhat limited in function for a multi-tech stack enviornment. Could it be considered to provide functionality to allow updates to a client Timeline (adding a note), by the use of an API. This...

With Xero and Sage, we can AM to track our companies Invoices but FreeAgent integration don't allow that. I been told that there is an 1 way integration. Can you make this 2 ways as I can take an Advantage of free app that FreeAgent offers for cus...

FreeAgent and BrightManager have an integration, BM should be able to pull through a liability balance for the PAYE to then send automated payment reminders to clients.