In the small business space accounting software vendors such as Xero, MYOB and Saasu all provide well documented and reliable APIs that you can use to integrate your CRM software with their accounting software. An API is an Application Programming Interface that a company makes available to other software developers - essentially it is a series of instructions for what you need to do to get your software talking to their software. The ability to integrate CRM software with Accounting software has become much easier thanks to the rise of APIs. if I could eliminate any double data entry would that free up my staff to work on more productive tasks?.are my staff doing double data entry of Customers, Invoices, Payments etc in my CRM and my accounting software?.does my Customer Relationship Management (CRM) software 'talk' to my accounting software?.Some of the questions you might wish to consider include: If you can't wait for the start of a new financial year the start of a new quarter is usually the next best time.

You can use the weeks (and months) leading up to the new financial year to decide on any changes you wish to make, then develop and test these changes during the end of the current financial year before going live at the start of the new financial year. If you're planning to make any changes to your accounting software and systems the start of a new financial year is the perfect time to implement these changes. It's also a good time to assess your business processes and put in place systems that help streamline the way your business works and contribute to the bottom line in the next fiscal year.įor Australian businesses the new financial year starts in a few weeks (1 July), for New Zealand and the United Kingdom is was on 1 April, for Canada it was 1 January and for the United States it was 1 October.

The start of a new financial year is a great time to assess how your business has performed over the previous 12 months and start making plans for the next financial year.

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