Billing Workflow Built for Accountants & Bookkeepers
Get direct debits signed with the proposal, and billing that automatically stays up-to-date with any change.
Integrate with Xero, QuickBooks, GoCardless, and Adfin. No double entry. No repeating invoices. Get paid accurately and on time.
Bill clients with confidence, not crossed fingers
You've won the work, and you want to get paid for it. Socket connects proposals, engagement letters, and billing into one smooth flow that won't let revenue slip through the cracks.
Say goodbye to spreadsheets and repeating invoices. Socket syncs with your existing tools, tracks changes in real time, and helps you collect payments automatically. One change in Socket means the right fee, everywhere it matters.
Sync billing with your accounting ledger for automatic updates
Put an end to duplicate data entry and out-of-date invoices. Your billing stays consistent with scope and pricing changes, no matter how many clients you onboard.
- →Connect once to Xero or QuickBooks Online.
- →Approved proposals automatically become invoices.
- →Updates in Socket sync back to your ledger.
Make billing fair and transparent with alignment fees
Get paid for the whole year, even if clients join late.
- →Socket calculates catch-up fees for annual services automatically.
- →Recover missed months without spreadsheets or manual math.
- →Give clients clarity with a clear breakdown of what they're paying for.
Get direct debits signed with the proposal
Don't chase mandates after the agreement lands, when you can get them signed together.
- →Add Adfin or GoCardless direct debit mandates to your proposal flow.
- →Start the work knowing future invoices are already sorted.
- →Reduce payment friction, delays, and back-and-forth.
Real billing visibility at a glance
Know what changed this month, instantly.
- →Spot new revenue and churn.
- →Track expansion and contraction without digging for clues.
- →Export and share summaries for reporting and forecasting.
Insights that protect profit and unlock growth
With Socket Insights, understand how proposals turn into recurring revenue.
- →Identify where revenue is growing, and where attention is needed.
- →Compare service assumptions with what you're actually billing.
- →Monitor pricing and scope changes over time.
Bring billing into the workflow as proposals and engagement letters
From first conversation to first invoice, Socket keeps everything aligned and automated, so you can scale profitably.
Experience billing that runs itself.
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