November 12th, 2009 by Duane Jackson
Today we have released integration with web-based invoicing application, FreshBooks.
By connecting FreshBooks to your KashFlow account you can automate the copying across of invoices and customers from your FreshBooks account to your KashFlow account. If the FreshBooks invoice is paid this will also be copied across or if the invoice is paid at a later date then you’ll be able to apply that payment, along with all of the details, to the relevant invoice in KashFlow.
It even maps your items in FreshBooks to your Sales Types in KashFlow. If you update an invoice in Freshbooks that’s already been copied to KashFlow then this is identified and you’re given the opportunity to copy the changes across.
There are a number of reasons you might want to do this. You may want your historical invoicing and customer data to sit alongside the rest of your accounting information and then keep it in synch for the future. This integration allows you to easily copy across all of your existing data into KashFlow
Or you may want to use FreshBooks specifically for your invoicing (it’s very flexible and we have a lot to learn from them) and have that data automatically feed into your accounting system.
Alternatively, you might want to allow one or more of your staff to enter invoices and customers but not view the rest of your accounting data. If this scenario you can give them access to a FreshBooks account and set up KashFlow to pull across invoices, customers and payments. Whilst only allowing yourself to log in to KashFlow and view all of your data..
We don’t charge any extra for the integration and you can integrate up to 5 individual FreshBooks accounts with a single KashFlow account. FreshBooks itself offers free accounts with some restrictions on the number of clients you can manage but they also offer paid-for accounts with higher limits.
To get started just log in to your KashFlow account, click the Settings tab and select the “FreshBooks Integration” option.
If you don’t yet have a KashFlow account you can get one for free, with no obligation, for two months. Registration takes two minutes. Click here to register.
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Tags: freshbooks, Integration
Posted in Cloud Computing / SaaS, Technology | 3 Comments »
April 17th, 2009 by Duane Jackson
Our program of integrations via our API is really gathering pace now.
I’ve just announced on Twitter (where we now announce virtually all our news first) that we now have 3 more world-class applications integrated with us.
First up is Javelin CRM. This is a web-based (SaaS) Customer Relationship Management application. We have a whole page of information about it here.
Do check out the video on that page as it nicely illustrates how to get very tight integration between two powerful applications. This is the first CRM package to integrate with KashFlow, so they can expect to pick up a fair number of customers from us.
Earlier in the year we announced integration from WorkflowMax for management of time and projects. We now have two similar apps more to add to the mix. Using ProWorkflow you can automate processes, manage projects, tasks and time tracking on line, share documents and collaborate, track time with Widget as well as access your information at anytime from anywhere.
Again, we have a full page of information on it here.
Paymo is a great application for tracking the time you spend on different projects. The basic version is totally free. Now it’s fully integrated with KashFlow you can very quickly and easily create invoices for the various projects you’re working on. See www.paymo.biz to get started.
Besides the above three apps, we have loads more listed on our Add Ons page. There will be plenty more announced over the coming weeks and months too.
At KashFlow we make very easy to use, very powerful, accounting software for non-accountants. We don’t do CRM or Project Management or anything else. We could, of course, but the resulting product wouldn’t be anywhere near as good as the leading applications that are already out there.
So the approach we’ve taken is to integrate with “best of breed” applications that already exist. So you, as a small business owner, can select from a menu which applications you want to use and have them all communicate with each other.
The approach is working well for e-commerce systems and time/project management – you can now choose from 3 great options in each of those categories. We’ll soon be announcing other products in the other categories on our add-ons page.
Tags: api, CRM, Integration, Javelin, Paymo, ProWorkflow
Posted in Accounting, Cloud Computing / SaaS, Technology | No Comments »
