Have questions about the new Act Advantage?
Act!Accounting Link
Connect customer relationships and financial data in one place
Act! Advantage with Integrated Accounting Insights
Managing customer relationships without clear financial context creates gaps, delays, and missed opportunities. Act! Accounting Link brings your CRM and accounting data together, giving your team a clearer picture of every customer, every transaction, and every conversation.
Available exclusively with Act! Advantage Professional and Ultimate.
Bring CRM and accounting into a single workflow
Sales, finance, and customer service teams often work with disconnected systems. Act! Accounting Link removes this barrier by connecting Act! CRM directly with your accounting platform, allowing financial information to live where customer relationships are managed.
With this integration, teams gain immediate access to key financial data without leaving Act!, reducing manual checks, duplicate entries, and unnecessary back-and-forth between systems.
What is Act! Accounting Link?
Act! Accounting Link is a native integration included in Act! Advantage that connects your CRM with leading accounting platforms such as QuickBooks, Xero, and MYOB.
It synchronizes customer and financial data, allowing users to view invoices, payments, and receivables directly within Act!. This creates a more complete customer record that combines relationship history with real-time financial insight.
Clear financial visibility inside Act!
By linking accounting data to customer records, your team can:
View outstanding invoices and receivables before follow-ups
Access payment and transaction history alongside CRM activities
Keep customer records aligned across CRM and accounting systems
Reduce errors caused by outdated or duplicated information
This added financial context helps teams communicate more effectively and make better-informed decisions at every stage of the customer lifecycle.
Key capabilities
Accounting platform integration
Customer and data synchronization
Invoice and payment visibility
Automatic data updates
Plan availability
Act! Accounting Link is included with:
✔ Act! Advantage Professional
✔ Act! Advantage Ultimate
Not available with Act! Premium Cloud.
