Act! Accounting Link

Gain a Full View of Customer Relationships and Financial Data

Act! Accounting Link provides Act! users a richer, more holistic view of customer relationships by seamlessly integrating financial data—such as quotes, payments, and aged receivables—with the existing customer information and marketing insights in Act!. Supports integration with Xero, QuickBooks, and MYOB.

Unify Customer Insights & Financial Data

Disconnected systems can slow you down and limit visibility into customer activity. With Act! Accounting Link, you can seamlessly connect your financial data to Act! CRM. Access real-time insights like payments, invoices, and aged receivables alongside your contact and marketing data—giving you a complete view of every customer relationship in one central platform.

Key features & Benefits

Access a unified view of customer interactions and financial insights in one centralised platform.
Link and update customer records seamlessly between Act! and accounting software for accurate, synchronised data.
Create new customer records in Act!, with automatic syncing to accounting platforms for effortless data management.

Monitor Transactions Effortlessly

Gaining real-time visibility into financial performance is essential for making confident business decisions. The Accounting Link tab in Act! provides access to critical financial metrics at your fingertips, empowering you to track trends, monitor transactions, and make data-driven decisions effortlessly.

Key Features & Benefits

View monthly sales trends, aged receivables, and transaction histories—including quotes, orders, and invoices—directly within Act!.
Get up-to-date financial information with automated data refreshes.
Manage cash flow more effectively by accessing aged receivables to support informed financial planning.

Streamline Transaction Searches

Act! Accounting Link simplifies how you locate and review financial records within Act! CRM Cloud. Use advanced filters to sort transactions by type, date, or keyword, and instantly pull up customer or company details—saving time and ensuring accurate, real-time visibility across your sales and finance workflows.

Key features & Benefits

Filter transactions by type, date range, or keyword to retrieve data quickly and accurately.
Access customer or company details effortlessly using aged receivables or specific transaction data.
Enhance productivity with intuitive search capabilities that simplify data analysis and organisation.