Mar 1, 2016
Integration saves time each week by eliminating manual data entry tasks between accounting software and orders and invoices
(Chandler, Arizona, March 2, 2016) Infusionsoft today announced its latest integrations with two of the leading online accounting software providers, QuickBooks Online and Xero. The integration bridges the front and back office, allowing small business owners to get the entire picture of the performance of their business. This real-time integration empowers small business owners to make decisive and educated decisions with the information at their reach.
Infusionsoft helps small businesses scale their sales and marketing and accelerate growth through combining CRM, marketing automation, e-commerce and payments solutions. Additionally, the Xero and QuickBooks Online integration now ensures critical accounting information can be used to inform marketing decisions. Through cloud-based Workato, Infusionsoft was easily able to connect with both Xero and QuickBooks Online to ensure ease-of-use for small businesses. The integration eliminates the need to manually update third-party accounting software with orders and invoices as well as other outdated customer information, which is time-consuming and inefficient.
“Small businesses can now have peace of mind knowing that accounting and marketing are automatically in sync with any updated information, thanks to having the best in breed accounting solutions at their fingertips” said Terry Hicks, Chief Product Officer at Infusionsoft. “Customers can save up to 10 hours each week with this integration, allowing them to spend more time focusing on growing their business.”
Key Benefits & Features Include:
- Better Together: Front & Back Office Fully Integrated
Cash in on the promise of a centralized database - literally. With records reconciled automatically users will improve service for customers, have time to spend on their core business and ultimately be more profitable overall. They’ll be able to leverage the high quality data in their accounting software to get more out of Infusionsoft's powerful automation while avoiding duplicate records, double data-entry and time wasted checking multiple systems to answer a single question.
- Get Organized & Operational
QBO Connect and Xero Connect offer out-of-the-box integrations with Infusionsoft so users can now get a 360-degree view of product, customer, invoice and payment info across your apps.
- Save Time with One-Time Setup
Users will avoid the time-wasting manual data transfer process for all their accounting and contact information. They’ll be able to setup their integrations once and their information syncs continuously in the background so their systems are always on the same page
- Flexibility at Your Fingertips
Eliminate the hassle of managing a stack of one-off point integrations. QuickBooks Online Connect and Xero Connect are powered by Workato, a leading integration platform that balances power with simplicity. Workato builds out-of-the-box integrations that also provide under-the-hood access so technical users can customize integrations to suit most any use.
- Xero Connect – Xero is the emerging global leader of online accounting software that connects small businesses to their advisors and other services. Xero provides business owners with real-time visibility of their financial position in a way that’s simple, smart and secure.
- QuickBooks Online Connect – Intuit’s cloud solution, QuickBooks Online (QBO) geared toward small and medium-sized businesses allows users to: track expenses, accept online payments, send invoices, cut checks, prepare for taxes and see profits and losses (P&L), balance sheets and dozens of other reports in one click.
Price: Both integrations are available to Infusionsoft customers for $59/month, or $49/month with an annual contract, and can be found in the company’s newly redesigned and optimized Marketplace by Infusionsoft: http://marketplace.infusionsoft.com/
Learn more about Infusionsoft’s product and features at www.infusionsoft.com.
Infusionsoft is on a mission to simplify growth for millions of small businesses worldwide. Built for growth-minded small businesses, Infusionsoft provides the leading cloud-based CRM platform with 145,000 users worldwide. Unlike single-purpose tools that don’t work well together, the platform organizes all customer interactions in one place, integrating with thousands of other apps to empower small businesses to deliver more personalized service and close more business. The privately held, eight-time Inc. 500/5000 company is based in Chandler, Arizona and is funded by Goldman Sachs, Bain Capital Ventures, Mohr Davidow Ventures and Signal Peak Ventures. For more information, visit www.infusionsoft.com, or the Infusionsoft blog.