Smarter Accounts
Smarter Accounts
Seamlessly sync your accounting data to and from Smartsheet
- Integrate financial reports and transaction records into Smartsheet
- Create bills, invoices, purchase orders and more within your accounts, direct from Smartsheet
- Filter by date, contact, account or tracking code
- Choose when and how frequently you sync the information with Smartsheet
What Smarter Accounts can do for you
- Control access to your financial information
- Grant visibility to team members, based on predefined permissions
- Incorporate financial data automatically into your project sheets, tracking sheets, reports, and dashboards, keeping your finger on the pulse of your business at all times
What Smarter Accounts can do for you
- Integrate Smartsheet with popular accounting software Xero
- Integration with other cloud-based accounting software such as Quickbooks Online can be arranged upon request
USE CASE
- Create management account dashboards within Smartsheet using regularly-updating data from your accounts
- Cuts out the need for the accounts department to create separate sets of management accounts each month or quarter
USE CASE
- Create accounting PDFs (quotes, invoices, etc) outside of your accounting package
- Use Smarter PDF Creator to create bespoke documents that sync with Smarter Accounts
USE CASE
- Add quote, PO, invoice, bill, and credit note information within Smartsheet and Smarter Accounts to automatically create the relevant draft records within your accounting package
- Create an approval process within Smartsheet to post the records when they’ve been checked