Is your accounting or invoicing software missing something? Does your current feature set not quite meet the mark?
You may be tempted to throw in the towel, but before giving up on your software completely (and dealing with the hassle of transferring all your data over to a new solution), itâs time to consider the advantage of using your current programâs integrations and add-ons.
Integrations are an excellent way to supplement your existing software; all good accounting solutions come with a number of integrations (if yours doesnât then maybe it really is time to switch). These integrations can encompass everything from payment gateways and CRM to receipt management and tax support.
We get it—in situations like this it’s difficult to even know where to begin. So to help you get started, we have put together a list of the top 25 integrations to boost your software’s functionality and help your small business succeed in the new year. We chose integrations that are common across multiple accounting and invoicing software platforms and have divided them into categories to make everything even easier for you.
But first, let’s get some basics out of the way.
How Do Integrations (and Add-ons) Work?
The integration process is really quite simple. If it’s even remotely worth its salt, your accounting or invoicing software is already fast friends with other apps or software; like any good business partner, your accounting software should work to introduce you its third-party buddies so you can all shake hands, play nice, and begin working together. Note: Healthy (and legal) human friendships do not usually involve anÂ exchange of money, but you will usually have to pay an extra fee for 3rd-party integrations.
Most often, there is a place to access potential integrations within your accounting dashboard. Once you’ve set up an account with the 3rd-party selection of your choice, data will automatically sync between the applications.
Makes sense, right? Okay, time to move on to the actual list…
Between Stripe, Square, PayPal, Forte, Authorize.net, WePay, and countless other payment gateways, itâs easy to get overwhelmed by all your choices. Which is the best for your company? Itâs hard for me to say without knowing your exact situation, but it is easy for me to share our Merchant Maverick favorites.
Compatible accounting solutions: FreshBooks, Hiveage, and Invoicera. There is also API for developers.
Braintree is a popular payment gateway and merchant account service and one of our top choices at Merchant Maverick (we’ve given it a full 5/5 stars). Braintree offers great customer service, as well as a good selection of merchant account features. Some of these features include recurring billing, international account support, buyable pins on Pinterest (still in beta), and strong mobile apps.
- Credit Card â 2.9% + $0.30/per transaction
If you are interested in Braintree, check out our full Braintree review for more details.
Compatible accounting solutions: Xero, QuickBooks Online, QuickBooks Pro, Invoice2go, Harvest, GoDaddy Online Bookkeeping, AND CO, Invoicely, LessAccounting, Saasu, KashFlow, ClearBooks, BillingOrchard, Sage One, Â Zoho Invoice, Zoho Books, and Wave.
You knew it was coming. PayPal is a world-renowned payment gateway and merchant account used by over 192,000,000 people. The service is easy to use and is available with virtually every accounting and invoicing software. PayPal offers a mobile app as well as free invoice creation.
- In Store â 2.7%/per US swipe
- Online & Invoicing â 2.9% +$0.30/per transaction
Price discounts are available for nonprofits and charities.
There is a history of user complaints about PayPal withholding funds, so our recommendation is that you may not want to rely solelyÂ on PayPal for your processing needs. For the most part, though, the company is well-liked. To read our full review, go here. If you are interested, we’ve also written a comprehensive review of the mobile version of PayPal.
Your company is growing, but your accounting software canât keep pace—not in terms of payroll. What’s a business owner to do? Never fear; check out the following integration before throwing your current software out with the bathwater.
3. Gusto Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â
Compatible accounting solutions: FreshBooks, Xero, QuickBooks Online, and QuickBooks Pro. There is API for developers.
Gusto is a full-fledged Payroll processor (we actually use it for our own payroll here at Merchant Maverick). This software works to manage part-time, full-time, hourly, and salary employees, as well as contractors (or any combination of the five). In terms of features, you canât beat Gusto. The complete payroll package includes benefits, health insurance, 401ks, reimbursements, vacation days, and sick days. You can even organize employees and contractors by team and pay everyone via direct deposit.
- Base Price â $39/mo + $6/per employee
Gusto offers a free 30-day trial. To learn more visit the Gusto site.
Project management can be one of the most useful features in an accounting solution (and one of my personal favorites). Sadly, very few software companies offer project management tools—not even Xero or QuickBooks Online. This is when project management integrations come in very handy.
Compatible accounting solutions: Blinksale, Harvest, LessAccounting, FreeAgent, and Invoicely. There is API for developers.
Basecamp is used by over 100,000 business owners, just like yourself. The software is completely cloud-based and very user-friendly; it comes with all the features you would expectâprojects, tasks, job costing reportsâbut also includes a lot of unexpected but very welcomed surprises. Some of these extra features include team communication tools and group chat, scheduling, to-do lists, automatic check-ins, reminders, client reviews, and gift certificates. The software also offers mobile apps for both iPhone and Android.
Teachers and students can actually access this software for free, and non-profits get a 50% discount. You can also receive a discount for paying annually. Basecamp offers a free 30-day trial.
To learn more about Basecamp, read our full review and/or watch this How It Works video.
Compatible accounting solutions: Xero, MYOB, and MoneyWorks. There is API for developers.
If you are looking for something on the cheaper side, WorkflowMax, a project management and time management hybrid, might be a better choice for your business. For such a small scale software, it is surprisingly common amongst accounting software integrations. Workflow Maxâs features include jobs, tasks, timelines, quotes, invoicing, job costing reports, automated notification, and the ability to track time. Pricing is broken up by number of users.
- 1 user â $15/mo
- 2-5 users â $49/mo
- 6-10 usersâ $110/mo
- 11-20 users â$170/mo
- 21-50 users â $250/mo
Learn more about WorkflowMax on their websiteÂ or read our full review and see why we gave the software 4/5 stars.
Another integral feature often overlooked by accounting and invoicing software is the ability to track time. But hey, thatâs what integrations are for!
Compatible accounting solutions: Xero, Zoho Invoice, Zoho Books, QuickBooks Online, and QuickBooks Pro.
âWhen tracking time becomes saving time.â
Thatâs the motto of Temponia, a cloud-based time management software. Temponia offers an incredibly beautiful UI as well as scalable pricing plans. The softwareâs features are well laid-out and organized with a calendar interface. When you sign up for Temponia, you’ll get time tracking, budgeting, reports, reminders, timers, projects, and invoicing (that is better than even some invoicing software).
- Starter â $5.90/mo
- Team â $28/mo
- Business â $49/mo
- Enterprise â $122.50/mo
You can see pricing details and sign up for a free live demo here.
Compatible accounting solutions: Xero, QuickBooks Online, and QuickBooks Pro. There is API for developers.
Another time management option is T-sheetsâa time tracking software with an optional booking component. This software is cloud-based and provides additional mobile apps. T-sheets differs from Temponia in a few key areas. In addition to time tracking and projects, T-sheets supports job-costing, POT (paid time off) tracking, approvals, shift scheduling, employee alerts and reminders, and a see-whoâs-working feature. It is a time management, project management, and booking software all in one. Pricing varies depending on number of users.
- 1 user â free
- 2-99 users â Base fee of $16/mo + $5/mo per user
- 100+ users â Base fee of $100/mo + $5/mo per user
You can receive a discount by paying annually, and a free trial of the software is available for those interested. Check out the T-sheets website for further details.
Point of Sale (POS) Software:
Outgrowing your invoicing tools and looking for a way to take your businessâs sales to the next level? Here are our top 5/5 star POS recommendations.
Compatible accounting solutions: Xero, QuickBooks Online, and KashFlow. There is API for developers.
Vend, an intuitive SaaS program with great customer service, takes the cake for retail POS, especially for iPad users. Even though Vend is cloud-based, during internet outages the software will continue to work; it simply syncs stored data when the internet returns, which is pretty sweet if you ask me. In addition to operating as a basic POS system, Vend offers reports, inventory, stock control, customer profiles, and gift cards. Here is a basic summation of Vendâs pricing, but be sure to look at each plan in more detail to see which features youâre getting.
- Starter â $69/mo
- Advanced â $99/mo
- Multi-Outlet â $249/mo
There is a discount available for paying annually rather than monthly. It’s worth noting that Vend offers no API, so you won’t be able to design custom integrations. Learn more about why we love Vend in our full review and take the software for a spin with this free trial.
Compatible accounting solutions: QuickBooks Online and QuickBooks Pro. There is API available for developers.
Unlike Vend, SalesVu offers retail, restaurant, and service-industry POSâso whatever your business may be, SalesVu most likely has options for you. Like Vend, the software is easy to use and has good customer service. The system is designed for iPads and iPhones; features vary significantly depending on which type of POS you chooseÂ and include inventory, contact management, table reservations, online appointment scheduling, gift cards; you get the drift. The pricing plan is a bit confusing so bear with me.
- Basic Restaurant Bundle â $75/mo
- Basic Retail Bundle â $75/mo
- Basic Beauty and Wellness Bundle â $75/mo
- SalesVu for Restaurants â $150/mo
- SalesVu for Retail â $150/mo
- SalesVu for Beauty and Wellness â $150/mo
- SalesVu for Professional Services â $150/mo
- SalesVu for Wineries â $150/mo
- SalesVu for Health Clubs â $150/mo
There is also an individual pricing module option. For those interested in SalesVu, check out our full review or contact SalesVu to schedule a demo.
Thereâs no monkeying around when it comes to email marketing. Okay, well maybe there is. Save yourself some valuable time and automate your email process with…
Compatible accounting solutions: FreshBooks, KashFlow, Harvest, Xero, QuickBooks Online, Sage One, Sage 50 (for Canada and US), e-conomic, Saasu, and ClearBooks. There is API for developers.
MailChimp is a powerful email marketing software combined with basic CRM features. The company processes over 5,000,000 emails every single month and is scalable for any size business. It offers an unbelievable amount of features, including analytic reports, email campaigns, contact lists, API, and a custom email designer. You can also organize contacts by different criteria (like location) and deliver emails by timezone. MailChimp supports multiple users and strong user permissions.
- Forever Free
- Growing Business â starts at $10/mo
- Pro Marketer â additional $199/mo
To learn more about these pricing plans and to see pay-as-you-go options, clickÂ here. Check out our full MailChimp review and see why we gave it 4.5/5 stars.
With more and more small businesses owners selling online, the world needs an eCommerce platform that can keep up. Weâve found just that.
Compatible accounting solutions: QuickBooks Online, Bench Accounting, Xero, Sufio, Billy, AccountEdge, KashFlow, e-conomic, FreshBooks, Debitoor, and Sage 50. There is API for developers.
If you hadnât heard of Shopify before, you have now—and I promise you will never live to regret it. Shopify is one of the biggest names in the eCommerce world, and for good reason. The company hosts over 325,000 online stores; it is easy to use and mobile-friendly. We often recommend it here at Merchant Maverick, especially because of the great features and scalable pricing plans. With Shopify, you get 100+ online store themes, branding, marketing and SEO, a shopping cart with secure checkout, payment gateway, store management, basic CRM, social media integrations, inventory management, and analytic reports.
- Shopify Lite â $9/mo
- Basic Shopify â $29/mo
- Shopify â $79/mo
- Advanced Shopify â $299/mo
- Shopify Plus â call for pricing
The bigger the plan, the bigger the savings on credit card rates and transaction fees. Check Shopify pricing for more details.
Take advantage of the free 14-day trial or read our full Shopify review for more details.
You probably got accounting or invoicing software so you could rid yourself of your Excel sheet/receipt box bookkeeping habits. So why do those receipts keep piling up? Why is your shoebox still overflowing? The answer is simple: you havenât tried these expense tracking tools yet.
12. Receipt Bank
Compatible accounting solutions: Sage One, Xero, Twinfield, QuickBooks Online, KashFlow, FreshBooks, and FreeAgent. There is API for developers.
Receipt Bank is one of the most common expense management integrations on the market. Over 60,000 users rely on Receipt Bank to make uploading expenses easier. How does it work? Well, you simply use Receipt Bankâs mobile apps to snap a picture of your receipt. The app then extracts the important information and saves it to the expenses section of your accounting software. Pretty neat, huh? You can also set automation rules to streamline the process even more.
Single User Pricing:
- 50 Items â $14.99/mo
- 100 Items â $29.98/mo
- 150 Items â $44.97/mo
- 50 Items â $25/mo
- 100 Items â $40/mo
- 150 Items â $55/mo
There are two larger plans available upon request. Receipt Bank also realizes that anticipating items is tricky and offers a flexible item limit policy. Additionally, you can take advantage of a 14-day free trial of the software so you can become better acquainted with this time-saving tool.
Compatible accounting solutions: QuickBooks Pro, QuickBooks Online, Xero, GoDaddy Online Bookkeeping, and Wave. There is API for developers.
Shoeboxed is another big player in the receipt management world. It is just intuitive as ReceiptBank, albeit a little different. Instead of taking pictures of your receipts, you place them in a free âmagic envelope,â send them off, and everything is taken care of for you. Shoeboxed takes the data from your receipts and archives them for you automatically. In addition to expense management, Shoeboxed also offers basic CRM features and reporting. For a full list of features, go here.
- Lite â $9.95/mo
- Classic â $29.95/mo
- Business â $49.95/mo
Learn more about Shoeboxed here.
Customer Relationship Management (CRM):
Almost all accounting and invoicing software programs come with CRM features, but the quality of these tools varies significantly between companies. If youâre looking for CRM capabilities your current software doesnât provide, it might be worth investing in a CRM-focused add-on.
Compatible accounting solutions: Xero, QuickBooks Online, and QuickBooks Pro. There is API for developers.
I donât know if I believe this company when they claim âour CRM gives you super powers,â but I do believe Insightly is a super powerful CRM. Not only does Insightly handle contact and lead management, it also boasts strong project management, a beautiful UI, and well-developed mobile apps. One of the coolest ways Insightly helps generate sales and new customers is by integrating directly with your email, social media site, and website to automatically create an address book of leads. Other features include a calendar, mass emailing features, email templates, support, reports, and the ability to track new sale opportunities.
- Basic â $15/mo per user
- Plus â $35/mo per user
- Professional â $59/mo per user
- Enterprise â $129/mo per user
Insightly offers a free 14-day trial of any of the paid plans and a discount for annual subscriptions. Check out Insightly here or watch a quick overview video.
Compatible accounting solutions: Xero, FreshBooks, FreeAgent, KashFlow, Billiving, and ClearBooks. There is API for developers.
âThereâs something to be said of the small business which caters to small business.â
Capsule is another CRM option that could be a good choice for smaller operations. Like Insightly, Capsule is easy to use and offers mobile apps. The company maintains strong security and is competitively priced. The Capsule feature set includes contact management, lead management, vendor management, sales pipeline, task management, recurring tasks, and file storage.
- Premium – $12/mo per user
Important:Â Capsule is not designed for large businesses. If you are interested in the software, peruse our full Capsule review and take the free 30-day trial for a run.
Keep forgetting your day planner? Unsatisfied with the calendar app on your phone? Tired of losing post-it note scribbled appointments on your desk? Welcome to the world of booking software.
16. Full Slate
Compatible accounting solutions: QuickBooks Online and QuickBooks Pro.
Full Slate is cloud-based booking software that makes it easy to both schedule your own appointments and enable your clients to set up appointments with you. The UI is designed nicely, and everything is color coded for maximum organization. Full Slate offers different calendars for appointments, classes, and personal events (some users might hate this separation, but others seem to love it). In addition to these booking features, Full Slate also has CRM, sales tracking, basic reports, and the ability to set recurring appointments.
- Just You â $29.95/mo
- Up to 5 Staff â $49.95/mo
- Up to 10 Staff â $79.95/mo
Have more than 10 staff members? Call for pricing.
Full Slate doesnât offer a free trial; instead, the software is free until you exceed 10 booked appointments or 100 events. Read our full review of Full Slate to see why we gave the software 4.5/5 stars.
17. Acuity Scheduling
Compatible accounting solutions: FreshBooks, Xero, QuickBooks Pro, QuickBooks Online, Invoice2go, Zoho Books, and Saasu. There is API for developers.
Over 500,000 people currently useÂ Acuity Scheduling, and for good reason. It is an easy to use, customizable booking software with a strong feature set and single calendar. And to top it off, itâs affordable. Like Full Slate, Acuity Scheduling offers CRM and recurring appointments. But in contrast to Full Slate, Acuity Scheduling supports inventory, company promos, coupons, two-way Google calendar sync, and payment gateways, as well as the ability to track order history and manage time zones.
- Emerging Entrepreneur â $10/mo
- Growing Business â $19/mo
- Powerhouse Player â $34/mo
Acuity Scheduling offers a free 14-day trial of any of the paid plans. Read our full review to see why Acuity Scheduling also gets 4.5/5 stars.
Nothing beats service from the boss himself, but if your company is growing faster than you expect, or if you are spending more time answering customer questions than running your business, it may be time for to pass the baton.
Compatible accounting solutions: Harvest, QuickBooks Online, and Xero. There is API for developers.
Zendesk is actually the customer service tool used by several major accounting and invoicing software companies. (If itâs good for them itâs good for you right?). Zendesk offers support in the forms of phone, chat, message, text, social media, email, knowledge bases, and help desks. Pricing plans vary in the types of support service offered, so be sure to check out the pricing page before making any decisions.
- Essential â $5/mo per agent
- Team â $19/mo per agent
- Professional â $49/mo per agent
- Enterprise â $99/mo per agent
- Elite â $199/mo per agent
Zendesk offers a free 30-day trialÂ and demos that you can schedule at any time. To learn more about how Zendesk works, watch this video and check out Zendeskâs services.
Letâs face it, nobody likes tax season. You probably even cringed reading those words. But these integrations can help.
Compatible accounting solutions: Xero, QuickBooks Online, QuickBooks Pro, Xero, Zoho Books, Zoho Invoice, and Intacct. There is API for developers.
Track1099 is a robust tax support tool that allows small businesses to e-file necessary tax forms (the most notable being 1099s, W-2âs, W-4âs, and W-BENS). Come tax time, simply send the proper forms to your employees via email. They will fill them out in an incredibly user-friendly portal (Iâve done it myself and the process is easy as can be). Then you receive a copy of the form, and voila! Youâve completed your taxes as fast as Augustus Gloop can eat a pool of chocolate.
- 25 Forms â $9/year
- 150 Forms â $59/year
- 5000 Forms â $199/year
Note: The type of form you can purchase on these plans is dependent on the plan you buy, so be sure your necessary forms are supported before purchasing. Learn more here.
Compatible accounting solutions: Sage, Sage 100, Sage 500, QuickBooks Online, QuickBooks Pro, Zoho Invoice, Zoho Books, Xero, and Intacct. There is API available for developers.
Avalara is a sales tax solution for small businesses. A few accounting software companies have made Avalara a part of their system out-of-the-box, while many others offer it as an optional integration. Basically, this add-on automatically determines the sales tax for your clients based on geolocation, saving you time (and since time is money, well itâs saving you that too).
The worst part about Avalara is that they do not post prices on their site and request interested persons to call them instead. Youâre probably thinking,Â “So I have to make a phone call? Big whoop!” Well, it wouldnât be an issue except that the Avalara representatives are incredibly pushy and pricing can be a bit steep.
That being said, this add-on may still be worth it for the ease of automated sales tax. Thatâs up to you to decide. You can learn more by watching this video and the visiting the Avalara site.
Still havenât found what youâre looking for? Here are a few more specialized integrations that might be the perfect fit for you.
21. For Nonprofits â Sumac
Compatible accounting solutions: QuickBooks Online and QuickBooks Pro.
While many software companies offer nonprofit discounts, there are few software options that are designed specifically for nonprofits. Thatâs what makes Sumac so great. Sumac is a locally installed program (though you can pay an extra $25/mo for use with the cloud). The software begins with basic CRM (the Bronze plan below) that is tailored to manage and store nonprofit information specifically. The feature set of the software depends on the specific plan you choose, but your choice in features can include time tracking, invoicing, email marketing, donation management, event management, grant management, booking, auctions, and more. Check the pricing plan for more details.
- Bronze â Free
- Silver â $20/mo
- Gold â CustomÂ price, calculate here
- Platinum â Starts at $400/mo
Sumac offers a free trial of their software. Watch this video or proceed to their site to learn more about how this software works.
22. For Freelancers â Cushion
Compatible accounting solutions: Xero.
Cushion is a simple, easy to use freelancing solution that helps you keep track of your work. The features are limited but effective and the pricing is competitive. With a Cushion plan, you get the ability to track invoices, track jobs, view monthly income, set goals, track expenses, and to view and organize all of you projects in a calendar.
- Moonlighter â $6/mo
- Freelancer â $12/mo
- Studio â coming soon
Check out Cushion if you are interested in this organization solution.
23. For Team Communication â Slack
Compatible accounting solutions: Zoho Invoice and Zoho Books. There is API for developers.
Communication is hard. But Slack has found a way to make it easy. Slack is a powerful communication platform (we use it here at Merchant Maverick, in fact). It allows you to have private or public team conversations, send direct messages, attach images and documents, as well as make calls.
- Standard â $8/mo per user
- Plus â $15/mo per user
If youâre tired of jumping between emails and texts, Slack is a great, affordable solution. You can learn more here.
24. For Partial Payments â Partial.ly
Compatible accounting solutions: FreshBooks and QuickBooks Online.
As you probably guessed from the title, Partial.ly is a payment solution that allows customers to make partial payments on products or services. You can create custom payment plans for your clients who then get access to a personal client portal. The software uses Stripe as its payment gateway. Note: Before you freak out at the credit card rate below, understand that Partial.ly uses this fee to cover all Stripe fees, so you are only charged once.
- Credit Card Rate â 5% + $0.30/per transaction
Learn more about how Partial.ly can work with your business here.
25. For Everything Else â Zapier
Compatible accounting solutions: Xero, QuickBooks Online, QuickBooks Pro, FreshBooks, Wave, FreeAgent, Zoho Invoice, Zoho Books, Saasu, LessAccounting, Hiveage, Proposify, QuoteRoller, and InvoiceNinja. There is API for developers.
I promise Iâm not kidding. If your accounting or invoicing software has a Zapier integration, that means you have access to over 750+ apps and integrations. Zapier works as its own sort of API in that it gives you endless connections to apps you otherwise may not have been able to access.
- For Work â $20/mo
- For Teams â $125/mo
Learn more about how Zapier works and how to maximize your business with Zapier here.
While this may be the end of a post, there is no end to the number of accounting and invoicing integrations out there. I hope that in 2017 you are able to make the most of these powerful tools.
My own New Yearâs Resolution is to continue helping business owners like you as much as I canâand preaching the gospel of these 25 hidden gems is the best way I know how. But I can always use more help getting the word out! Let me know which accounting integrations have helped you succeed and if I have missed any of your favorites!
The post 25 Must-Have Accounting Software Integrations for 2017 appeared first on Merchant Maverick.