Finance system integrations that eliminate manual work

Access CRM: Give finance and sales real‑time visibility with fully connected CRM and finance data.

For finance teams: close faster with accurate, real‑time customer data

• Access to customer information and sales data gives your finance team the ability to forecast on future projects 
• Reduce the burden of requests from the sales and marketing team about customers and ongoing projects as they can self-serve (customer on stop, credit limit etc.) 
• Up-to-date data from your CRM such as customer sales and credit notes allows you to report and forecast accurately 
• No more manual data entry - eliminate the risk of error and duplication 

For sales teams: sell smarter with instant access to financial insights

• Access financial data instantly on customers and financial projects. Know your customers’ credit limits, which customers are on stop, and make informed decisions about who to sell to 
• Understand your customers and their requirements with access to the history of their projects 
• Drive targeted messages based on customer information - target people who have bought in a set period of time or who have bought a particular product 
• Understand ROI on particular campaigns and channels thanks to sales order information available in CRM and flowing through from your finance software 

Unleashed.  

Access Financials and Unleashed enable business leaders, sales, finance and operational managers in manufacturing, distribution and wholesale product-based businesses to achieve complete control of their sales, product inventory and accounting needs all in one place, with one supplier.  

The solutions provide end-to-end clarity, in real time over customers, purchasing, sales, inventory and production enabling scaling businesses to focus on what matters.   

• All your data in one place with automatic transfer of transactions and contact records between Unleashed and Access Financials in real time - view customers, suppliers, sales invoices, purchase orders, journals (shipments & stock adjustments)   
• Transparency and visibility of your margins and costs - specifying exact net profit for every sale 

• Gain absolute control of your invoices, orders, statuses and shipping of orders. Split out orders, invoices & shipments as required. Chase and facilitate payments at the click of a button. Set yourself up to handle any type of return, granting full visibility of reasons and stock changes  

Access Paysuite – Seamless direct debits and secure payments

Access Financials integrates with our Paysuite solutions, providing seamless direct debits and secure BACS payments: 

• Ultimate automated and hands-off experience: no need to download files to then upload into your BACS software  
• All your data in one place: Direct debits and BACS payments are managed directly in Access Financials which means you don’t need to switch apps  
• Increased security with no flat files – direct debits and BACS payments are securely and automatically picked up by Access Paysuite 
• Complete control and visibility with automated payment statuses updates  

Access Payroll

Access Financials integrates with our Payroll solutions, providing a direct link between your finance system and your payroll system. Benefits include: 

• Automated transfers - send your Nominal Journals from Access Payroll to Access Financials – no need for repetitive manual data entry across multiple systems.  
• Full visibility of your data in real time - Costing information is shared between your finance and your payroll system. This leads to employers’ national insurance (NI) and Pension costs being accounted for against projects  
• Calculate payroll information quickly and reliably, without the chance for human error  
• Gain a single source of truth with more reliable data and enhanced analysis and reporting  

Access Pay & Bill for Recruitment

Access Pay & Bill is a solution that enables Recruitment organisations to pay temporary staff and then bill the customers that they have been supplied to. Access Pay & Bill integrates with Access Financials for Recruitment via a central Datahub. The integrated systems can help you boost your finance and operational performance and provide benefits such as: 

• Full candidate to cash accounting solution 
• Credit control automation and improved cash flow management – up-to-date picture of customers and their outstanding debt to the business allow effective credit control and debt management 
• Multi-dimensional analysis of data and access to Business Health analytics using Experian credit information  
• Multi-currency and intercompany transactions   
• Powerful dashboard reporting   

Access Charity CRM for charities and Not for Profit organisations 

Access Financials for charities and Not for Profit organisations integrates with Access Charity CRM via a central Datahub. Benefits include: 

• Access to up-to-date information: Customer records automatically available in the finance system when creating an invoice or credit note, Receipt batches posted as VAT Journals in the finance system, Sales Invoices & Credit Notes   
• Increased accuracy and efficiency: the direct integration and flow of data in real time removes the need for manual data entry and repetition   
• Stronger internal controls with tighter cash management – preparing you for easier auditing  
• Complete visibility and transparency for securing and keeping donors and sponsors onboard  

Access PeoplePlanner for care organisations

Access Financials for care organisations integrates with our rostering system, PeoplePlanner. People planner maintains customer and billing information that is available to use in Access Financials. The integrated systems provide benefits such as: 

• All your data in one place – view all the information you need in real time such as costing information at project level, customer data, project data, sub ledger for multiple entities or departments, sales invoices and more 
• Cyber security - protecting patient safety and privacy thanks to industry-leading UK cloud hosting: 100% uptime performance, GDPR and MTD compliant, enterprise-level security, automatic software upgrades and backups and 24/7 UK support  
• Improving credit control – integrating care management with finance, increasing accuracy, creating timely billing and improving cash flow. Keeping your organisation operating at maximum efficiency with no need to manually transfer or re-enter data  
• Understanding true contract operating costs - based on time, overheads and revenues and bringing this information together to drive accurate reporting and decision making  
• Reducing overhead and admin costs – automating procurement and expenses, removing duplication and manual errors and providing a platform for growth that moves away from adding headcount and directs additional investment into the front line, ensuring that every pound counts in delivering quality care, and driving sustainability and growth 
• Role-based system access - ensuring users only access the solutions relevant to their role  

Access ProcureWizard and Access EPoS for hospitality providers 

Access offers connected accounting, point of sale and purchase-to-pay for hospitality businesses. 

Using joined up hospitality accounting, electronic point of sale and purchase-to-pay, hospitality providers can reap many benefits: 

• Gain full visibility of how much you have sold, how much it cost you to sell, how much profit you have made and how much stock you need and have 
• Access all your data in one place, no more rekeying data between multiple systems 
• Efficiently manage and track inventory levels, stock movements and cost of goods sold 
• Calculate the cost of individual menu items, set appropriate prices and see which revenue streams are most profitable (e.g. which dishes for a restaurant) 
• Manage supplier information, track purchases, streamline the procurement process to ensure efficient vendor relationships and reduce the risk of errors or fraud 
• Track and manage expenses, gain a clear view of expenditures and identify areas for cost control