Seamless Integration with Accounting Software
Workbooks connects to your existing suite of accounting tools, including compliance platforms, payroll services and practice management software.
With Workbooks embedded in your workflow, you can push and pull financial data between platforms and ensure no data is siloed or incomplete. Our CRM platform supports comprehensive contact and data management for business development.
What you'll get:
- Synchronized invoice data for detailed reporting
- Compatibility with FreshBooks, Quickbooks, Xero and more
- Ongoing consultancy on implementation