Integrated accounting software
Keep all your business data connected and allow it to flow seamlessly across your systems with our finance software integrations.
With 10 Access products (and growing!) and 5 third-party systems available for you to integrate your finance software with, you can be sure you'll make great business decisions with all your data at your finger tips.
Accounting software integrations to join your systems and data together
Access Financials integrates with other Access software solutions to allow you to manage all your business software in one place.
From HR to payroll, CRM, rostering, inventory, manufacturing and more, you'll be able to view all your data in one place - giving you a single source of the truth for accurate reporting and informed decision-making.
10 integrations and counting, which ones will you choose?
Explore the 10 finance software integrations
All 10 integrations available in Access Workspace
Access Workspace is a software solution that joins together all your systems, data and people in one place. Making it easy for people across your organisation to input data, action approvals and view relevant data and reports. Everything you need joined up and in one place.
Modules include:
- Access Analytics: merge data from a wide range of sources to see real-time reports and interactive data dashboards — for informed, effective decision making.
- Access Documents: automation, integration, storage and approvals are all brought together
Access Workspace professional edition brings together all the capabilities of a single digital workspace together with apps, analytics, collaboration and communication tools. Plus, it allows you to connect with other non-Access software systems, so you can blend third-party data into your systems... and see the full picture in one single view.
What Access Workspace delivers for us as an organisation is the ability to be a single workspace, a single log-on, which is much more person-centred and task driven.
Katie Lay, Assistant Director of ICT & Business Performance at Outlook Care.
Book a demo of integrated accounting software to see if it's the right fit for your organisation
Speed up your financial processes with third-party integrations
Microsoft Office integrations
Improve efficiency, remove bottlenecks and give non-system users the information they need, when they need it. Process financial data, view and approve invoices, search for data, create reports, and much more.
- Secure two-way integration: access and update data directly from Outlook, Word and Excel.
- Safe and secure audit trail: see a comprehensive audit trail for all transactions, with secure user permissions.
- Familiar Office interface: standard tasks are quicker and easier to carry out, but users still see the familiar Office interface. Here, they can view and approve invoices in Outlook, attach e-documents to account records from within Office and make bulk updates from Excel.
Microsoft Excel integrations
Create powerful, professional financial reports that deliver deeper insight and analysis, using Access inXL.
- Smooth, secure integration: access and update financial data directly from Excel, with in-built rules protecting the integrity of auditable data and VAT information.
- Rapid reports: create and build complex financial reports quickly and easily with the report writer and formula wizard.
- Data analysis: query, filer and manipulate transaction data for easy analysis and modelling.
- Flexible drill down: quickly drill down to original transactions and source data.
- Report packs: create a professional report pack, with branded coversheet, contents page and page numbers, delivering key information to decision-makers.
We have never seen anything like AOI before, the facility to write back into the database via Excel makes updating stock pricing so quick – no one has anything like this!
David Kay, Director at Adlib
Access Digital Tax
Recognised by HMRC, Access Digital Tax can make sure you’re fully compliant.
- Fully compatible: with HMRC’s Making Tax Digital System, the software allows you to digitally record and submit tax returns online, a requirement for all VAT-registered businesses.
- Smooth operations: keeping your tax return data journey seamless, from accounting to invoice systems
- Digital transfer: all data transfer between software, products or applications such as accounting and invoice systems used during the process of filing your VAT return to HMRC, must now be executed using a digital transfer or digital link.
Integrated credit control for an instant view of your business health
Industry-leading commercial credit information from Experian blends with your financial data to give you an instant view of your suppliers' financial health.
- Quickly check new suppliers: commercial credit reports let verify supplier information and uncover any hidden financial or legal risks involved before making supplier decisions
- Monitor existing suppliers: Business health dashboards give you early visibility of changes to a supplier's risk profile, so you monitor changes and mitigate business risk
Would you like to see the integrated accounting software in action?
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Integrated accounting software FAQs
What is integrated accounting software?
This can vary from simple accounting software that allows you to manage all your basic accounting needs in one place, through to solutions that are able to connect with other systems such as HR, or even third-party solutions and data sources.
Integrated accounting software that allows you to join together all of your systems data and people in one place makes it easy for people across your organisation to input data, action approvals, view relevant data and reports, saving time, improving efficiency and increasing accuracy across your organisation
Access Financials is an integrated solution - it integrates with Excel, Microsoft office, Access Digital Tax, Access Expense, Access Analytics and Access Document. It also connects with Experian for company credit data to support your sales processing by giving you an instant view of a businesses health.
What are the different features of integrated accounting software programs?
Integrated accounting software programs differ - between off the shelf and highly tailored solutions there are many programs to suit your individual business needs. At Access, with our financial management software we offer:
- Single sign-on – instant access to your data via a central platform anywhere, anytime
- Reporting and analytics - get a 360-degree view across your business with real time reports and dashboards.
- Excel integration – easily pull data in and out of the finance system without the need for manual rekeying.
- Procurement and purchase automation - easily manage costs and maximise profitability for your business.
- Project costing and timesheets - 24/7 access to timesheets via tablet or mobile
- Resource scheduling - get the best value from fee earning staff and minimise whitespace
- Reliable and secure – keeping your data safe against threats, data loss and leaks
What’s more Access Financials can support your compliance with the latest UK regulations - including GDPR, digital tax and statutory reporting requirements.
These are just some examples, to find out more why not watch our on demand product tour.
How do I integrate third-party systems with my finance software?
There are 7 steps to follow when integrating third-party systems with your finance software:
1. Identify the third-party systems
2. Determine the integration method
3. Identify the data to be exchanged
4. Develop the integration
5. Test the integration
6. Monitor the integration
7. Consider security and compliance requirements
Our article 7-steps checklist for integrated finance systems explains these steps in more detail as well as explaining the benefits of using an integrated finance system.
Which Access products does Access Financials integrate with?
Our finance software integrates with 10 Access products. They are:
- CRM software - Access CRM
- Inventory management software - Unleashed
- Waste Management software - Access Weighsoft
- Expense Management software - Access Expense
- Material Requirements Planning system - FactoryMaster
- Payment solutions software - Access Paysuite
- Payroll software - Access Payroll
- Recruitment Pay and Bill software - Access Pay & Bill
- CRM software for charities - Access Charity CRM
- Rostering software - PeoplePlanner
Other features available
Explore the other solutions in our cloud-based financial management software and how they could benefit your organisation.