Workflow Automation
Connect your ecosystem: automate tasks, reduce spreadsheets and scale smarter.
Socket is on a mission to make your processes seamless. In modern accounting and bookkeeping practices, the software stack is only going to grow: CRM, practice management, Xero, direct debit, proposal tools, workflow trackers, Zapier automations. Socket doesn't force you to choose: it connects.
With built-in integrations, API support, workflow triggers and automation, you can streamline the hand-offs between lead → proposal → engagement → onboarding → billing → renewal, without building spreadsheets or brittle processes.
Adfin
Seal deals. Get paid. Improve client experience and streamline your processes by combining proposals and payments. Your clients can sign a proposal and set their payments by card, bank transfer, or by direct debit, all in one go. No separate tools, no extra links.
Dext
Dext Data Health (previously known as Dext Precision) analyses your clients’ Xero data to flag issues and summarise their overall data quality. It also gives you access to key metrics such as a summarised 'Health Score', annual revenue and transactions per month. Once connected, Socket pulls this data in automatically and makes it available to use as pricing drivers when setting up services or building proposals.
FYI
Get a smoother workflow and consistent data between your client engagement and CRM tools with our FYI integration. Offering a two way sync of your Socket client records, as well as pushing proposal PDFs and billing jobs to FYI, you can cut out the manual updates, reduce admin mistakes, and keep your team working from the same clean set of records.
GoCardless
Integrate Socket with GoCardless to simplify payment collection when proposals are signed. Cut out the manual followups when you automatically connect clients to set up payment mandates at approval. Giving you faster payments, fewer errors, and a smoother experience for both your team and your clients.
Karbon
Keep client data in sync between Socket and Karbon to improve client management and drive business growth, with automatic contact and client synchronisation. Instantly create proposals and renewals for existing Karbon clients, and effortlessly push new prospects from Socket into Karbon.
Quickbooks
Link Socket with QuickBooks to streamline the path from proposal to billing. Automatically create or connect clients and ensure consistent data between systems, helping you invoice faster, reduce admin, and keep financial records accurate from the moment a proposal is accepted.
Slack
Stay in the loop with your proposals and engagement letters through Slack notifications. Receive real-time notifications when proposals are sent, viewed, or accepted, so your team can respond quickly, collaborate instantly, and keep momentum high.
Socket API
Developers can now access our public API documentation to build custom integrations and workflows. Whether you’re automating processes or connecting our platform with your existing tools, the docs give you everything you need to get started quickly.
Sodium
Connect Socket to Sodium, the practice management platform from the team behind KashFlow and Staffology. Win in Socket, run it in Sodium. Push won clients, services, pricing and billing and track them inside Sodium. The flow is Socket-first: create the client and proposal in Socket, then bring them into Sodium.
Vinyl
Coming soon: Connect Socket with Vinyl, the AI meeting assistant for accounting firms. Vinyl joins your discovery calls and turns the agreed scope into a fully-priced draft proposal in Socket, built from your own service menu and pricing drivers, with a confidence score on every line. You review, tweak, and send with no retyping.
XPM
Connect Socket with Xero Practice Manager to keep client data aligned from proposal to delivery. Automatically sync clients and contacts, create proposals and renewals for existing XPM clients, and push new prospects into XPM. Streamline onboarding, reduce admin overhead, and help your team manage work and scope more effectively.
Xama
Streamline your client engagement workflow by accessing AML and risk assessment checks directly in Socket. Our integration auto-links your existing clients with Xama, so without any extra data entry, you can send proposals to your linked Xama clients, see the clients AML history directly in Socket, beneficial ownership charts, and even jump straight to their Xama profile.
Xenon Connect
Xenon Connect analyses your clients' bookkeeping data and gives Socket access to key metrics like annual revenue, transactions per month, and an overall health score. Once connected, Socket pulls this in automatically and makes it available as pricing drivers in proposals and as a live source in Price Monitor.
Xero
If you use Xero for your practice (and love Xero as much as we do!) then leverage our direct integration to sync your Xero records with Socket for effortless client billing. Say goodbye to updating repeating invoices: Socket will keep your invoices in Xero up to date with the latest proposal automatically.
Zapier
With the Zapier integration you can connect Socket to over 8,000 apps. Automate and improve your workflows: Every proposal status change is now a ‘Trigger’ that can connect to countless tools. You can also set up 'Actions' to automatically create new Client and Lead records in Socket, using triggers in other apps.
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