Finance and accounting::

- Products
- Access Financials
- Access Expense
- Purchase Order and Sales Automation
- Features
- Cloud Accounting
- Asset Accounting
- Cash flow forecasting
- Integrations
- Making Tax Digital
- Project Accounting
- Reporting
- Sales Processing
- Stock Control
Pricing

Financial management software

Accounting Software for Marketing Agencies

Automate core accounting processes, boost efficiency and reduce the time spent on manual tasks. Enable marketing staff to focus on higher-value activities, such as client acquisition and service delivery.

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Trusted by marketing agencies and creative companies across the UK

Finance software built for Creatives

Access Financials is a strong fit for marketing agencies due to its comprehensive suite of financial management modules that cater to the dynamic needs of the Professional Services sector.

With features that support real-time reporting, cash flow management, and operational data visibility, Access Financials equips agencies with the insights needed for informed decision-making. Add to that its integration capabilities with mobile apps and Microsoft Office to streamline data input and approvals, for improved business-wide productivity.

More than just accounting software

Access Financials is a comprehensive financial management system designed to grow as your marketing agency grows. Features of the software include multi-entity consolidation and automated accounts payable, to streamline tasks and integrate processes to help drive your business forward. With an easy-to-use interface, self-serve apps, and real-time financial reporting, ensure that your financial data is readily accessible and actionable.

Invoicing

The invoicing capabilities offered by Access Financials allow for flexible pricing, automated accounts payable, and efficient debt collection, ensuring that agencies can manage their cash flow effectively.

For marketing agencies seeking to enhance their financial processes, our software can lead to improved financial controls through smart invoicing. With the advent of e-invoicing standards, agencies can now process invoices faster and more securely, conforming to government-approved methods.

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Expense management

A component of our comprehensive suite of tools Access Expense, automates expense workflows, and enforces company policies. Access Expense also provides mobile access for on-the-go expense logging and approval, further optimising your expense management process to streamline and enhance expense management.

The software's modular design allows for tailored system assembly, ensuring scalability and adaptability to evolving agency needs. Core accounting functionalities provide efficient transaction management, while integrated reporting tools facilitate real-time financial analysis.

Reporting

Access Financials streamlines your reporting activities by integrating systems and processes, which can drive your business forward by removing siloed systems and time-consuming reporting. It empowers teams with easy-to-use financial software, self-serve apps, and real-time financial reporting, allowing for better decision-making.

With features like interactive, configurable dashboards, automatic exchange rate conversion, and GST rates, our software gives you a comprehensive view of your financial performance. It also offers the flexibility to manage, monitor, and report from every angle, branch, department, group, fund, project, or campaign.

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Cash flow forecasting

Cash flow forecasting is a crucial aspect of financial management that provides many benefits.

Enabling agencies to plan for their financial future, make informed decisions about investments, expenses, and debt management.
It identifies potential cash shortages or surpluses, to reduce your financial risk.
The software helps you manage cash and liquidity by anticipating cash ebbs and flows, aiding in strategic decisions, and ensuring you don’t run out of cash flow to cover essential operations.

Reduce the impact of cash shortages and increase savings during surplus months or establish a line of credit to ensure sufficient working capital.

Project accounting

Project accounting software provides agencies with a detailed process of tracking and managing the financial aspects of projects:

Monitor project costs, revenues, and profitability, ensuring that each campaign contributes positively to your clients and ultimately to your agency's bottom line.
Get improved visibility into project/campaign financials, enabling better decision-making and more accurate forecasting.
Identify which campaigns are over or under budget, adjust project scopes in real-time, and allocate resources more efficiently.
Our project accounting supports strategic planning by providing insights into which types of campaigns yield the best returns on investment.

This granular approach to financial management leads to improved client satisfaction, and ultimately, a stronger financial position for your agency.

Integrations

Access Financials offers a suite of integrated accounting software designed to keep your agency’s data connected and flowing seamlessly across various systems. With over 10 Access products and 5 third-party systems available for integration spanning multiple business functions, including HR, payroll, CRM, inventory, and more — It provides a unified view for accurate reporting and informed decision-making.

Being part of Access Workspace, the software also offers specific integrations for different sectors such as finance and CRM, inventory management, and waste management, facilitating streamlined operations and strategic alignment across departments.

Real-time insights, reliable reporting

Real-time insights into your finances allow your marketing agency to prioritise activities and focus on your campaigns as they happen.
It establishes trust with clients by providing transparent and concrete data and demonstrates the ROI of marketing efforts.
Insights help you to make informed decisions, as accurate reports reflect the true impact of your marketing agency's success.
Consistent and clear reporting informs stakeholders on financial performance, being valuable for their strategic planning.

Predict cash flow and take control

Predicting cash flow is crucial for marketing agencies to maintain operational stability and plan for future growth.

Regular cash flow predictions ensure your agency can meet its financial obligations such as payroll, rent, and vendor payments on time.
With a clear understanding of cash inflows and outflows, agencies can make informed decisions about investments, expansions, and resource allocation.
Effective cash flow forecasting can alert agencies to potential financial crises, allowing them to take proactive measures to mitigate risks.
Consistent positive cash flow improves an agency’s long-term success, scalability and growth, enabling it to invest in new talent, technology, and marketing efforts.
Agencies with a solid grasp of their cash flow can seize opportunities more quickly and respond to market changes effectively, giving them an edge over competitors.

Man and women looking at cash flow forecasting software

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Smarter expense management for your marketing agency

Analyse data to derive actionable insights. Reduce unnecessary expenditures and ensure regulatory compliance.
Set spending limits and automate approvals for greater accuracy, efficiency, and scalability, enabling real-time visibility and control of expenses.
Implement strategic spending decisions, to maximise value and minimise unnecessary costs, aligning expenditures with your agency’s overall objectives.
Streamline processes and enforce company policies, integrated with accounting systems, and automated reimbursement processes.
Gain real-time visibility into spending patterns, enabling better decision-making, and fostering sustainable growth.

The numbers speak for themselves

In today's fast-paced digital environment, having a reliable and agile financial management system like Access Financials can be a game-changer for marketing agencies looking to stay competitive and profitable.

Access finance software processed over 3.5 million customer invoices last year alone.
We support over 20,000 finance professionals in both commercial and not-for-profit sectors, empowering them to make more informed strategic business decisions.
Users have highlighted our software's rich functionality and its ability to automate core accounting processes, with particular praise for its ease of use and customer service.

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Frequently Asked Questions

How much does Access finance management software cost?

Our platform-oriented architecture is tailored to your business needs, enabling you to add features and products as you grow. Get the breakdown of our pricing packages and see how we build your price.

What happens after I purchase Access Financials?

The Access implementation team is dedicated to ensuring a swift transition to Access Financials, enabling you to benefit from the advantages of online accounting quickly. Learn what to expect during and after the transition, along with helpful tips for a smooth software change.

Access Financials vs Sage 50: which accounting software is right for my agency?

While both are financial management and accounting software solutions, they cater to different business needs in the realm of financial management and accounting. Check out the comparison of Access Financials vs Sage 50 to decide what is right for your agency.

How easy is it to implement new financial management software?

Access Financials is developed by finance experts, ensuring that it can handle complex financial tasks efficiently, and backed by a dedicated team to support a smart choice for agencies looking to implement finance software solutions.

How do I switch to Access Financials?

We know that the idea of making a switch can be daunting. That's why our team of financial specialists is readily available to help you implement your new finance solution quickly and efficiently. Find out how we make switching accounting software easy.