Finance

Finance integrations involve connecting financial data across your different systems and applications. This financial data can be from a variety of sources, including accounting software, payment gateways or CRM systems, to provide your business with an overview of their financial information.

Our integrations eliminate the chance of data entry errors, aid decision making with a more comprehensive view of financial data and improve efficiency.

Finance Integrations

iplicit

iplicit is a cloud-based accounting and ERP software designed for small to medium-sized organisations, including charities, not-for-profits, and commercial businesses.

WesyncIT allows accurate integration of data such as Customers, Suppliers, Resources, Sales Orders, Quotes, Invoices, Purchase Orders, Purchase Invoices and more between your business systems.

Connect and synchronise your business systems with our iplicit integration:

contacts (Customers, Suppliers, Resources)

Sync customer, supplier & resource data between implicit and your other business systems to ensure records remain accurate and up to date.

Sales Quotes

Exchange sales quotes between iplicit and your other business systems such as Salesforce or Netsuite CRM to streamline your sales process.

Sales Orders

Sync sales orders to and from iplicit, enabling efficient inventory control and streamlined order processing.

Sales Invoices

Exchange sale invoices between iplicit and your other business systems such such as Salesforce or Netsuite CRM to streamline your sales process.

Sales Receipts

Automate the import and export of sales receipts to and from iplicit.

Purchase Orders

Automate the transfer of purchase orders to and from iplicit.

Purchase Invoices

Automate the transfer of purchase orders to and from iplicit.

Payments

Automate the import and export of purchase payments to and from iplicit.

Products

Sync products between iplicit and your other business systems to maintain accurate product information.

Finance Integrations

NetSuite

NetSuite is a cloud-based Enterprise Resource Planning (ERP) platform that helps businesses manage core processes like accounting, finance, inventory, order management, customer relationship management (CRM), and eCommerce in one integrated system. It’s designed to improve visibility, efficiency, and scalability for businesses of all sizes, especially those experiencing growth or operating across multiple locations. NetSuite is owned by Oracle.

Accounts Receivable

Import & Export Customer
Import Cash Sales
Import Cash Refunds
Sync Sales Orders
Import Invoice/Credit Note
Import Item Fulfilment

Vendors

Import & Export Vendors
Import Vendor Bill/Credit Note

Purchase orders

Import & Export Purchase Orders

General Ledger

Import Journals

Inventory Management

Import Item Receipts
Import Inventory Adjustment
Import Inventory Transfers
Export Item Code

Finance iNTEGRATIONS

Access Financials

Access Financials is a cloud-based accounting package that is scalable for most business sizes. The platform offers a range of features, including core accounting, forecasting, reporting, procurement, and project costing, all accessible through a single platform.

WeSyncIT can automate and streamline accounting processes in Access Financials, meaning employees can spend less time on data entry and focus on more important tasks.

Customer/Suppliers

Manage customers and suppliers, with the ability to create and edit records. Download customer/supplier lists or specific account information.

Purchase Orders

Export purchase orders to third parties and upload new or edit existing purchase orders.

Sales Orders

Import Sales Orders from other systems (e.g. ecommerce website) to Access Financials. Also retrieve existing orders and update statuses.

Stock

Create and update stock records, including selling and purchase prices. Export stock information to other systems.

Assets

Query asset records and transactions.

Finance Integrations

MS Business Central

Business Central is an online ERP system for small to medium businesses to manage their finances, sales, customer service and operations. As part of the Microsoft ecosystem, it integrates well with other Microsoft products out-of-the-box.

WeSyncIT can help when integrations aren’t as straight forward and systems can’t easily talk to each other. We provide an integration platform that simplifies otherwise complex processes.

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Customers/Vendors

Create and edit customer and vendor records in Business Central. Pull out customer or vendor information for export to other systems.

Sales Orders/Credit Memos

Add new orders or update existing ones and get sales order information and send to third-party software.

Purchase Orders

Retrieve purchase order information and import purchase orders as new orders or updates to existing orders.

Items

Create or update item records in Business Central and retrieve stock details from Business Central.

Fixed Assets

Retrieve fixed asset information or create/update fixed asset records.

Finance iNTEGRATIONS

Xero

Xero is an online accounting software for small to medium UK businesses. It offers a variety of accounting functions such as invoicing, bank reconciliation, expense management and payroll. Xero allows multiple users to access and work on the same financial data in real time, regardless of their location.

WeSyncIT can deliver connections into and out of Xero, automating the entry of key accounting data and reducing the need for manual input.

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Accounts and Contacts

Create new or edit existing accounts or contacts in Xero. Retrieve account information for export to other systems.

Invoices/Credit Notes

Add new or update existing invoices and credit notes, download invoice details for integration with third party systems and trigger invoice emails to be sent from Xero.

Purchase Orders

Generate and edit purchase orders in Xero as well as export purchase orders to other systems.

Items

Create or update items in Xero, retrieve item details and transaction histories.

Payments

Retrieve payment details for invoices and credit notes from Xero. Apply payments to approved invoices.

Quotes

Create new quotes in Xero and retrieve existing quote details.