Act! Accounting Link

Key Features & Benefits:

• Access a unified view of customer interactions and financial insights in one centralized platform.
• Link and update customer records seamlessly between Act! and accounting software for accurate, synchronized data.
• Create new customer records in Act!, with automatic syncing to accounting platforms for effortless data management.
• View monthly sales trends, aged receivables, and transaction histories—including quotes, orders, and invoices—directly within Act!.
• Get up-to-date financial information with automated data refreshes.
• Manage cash flow more effectively by accessing aged receivables to support informed financial planning.
• Filter transactions by type, date range, or keyword to retrieve data quickly and accurately.
• Access customer or company details effortlessly using aged receivables or specific transaction data.
• Enhances productivity with intuitive search capabilities that simplify data analysis and organization.

Act! Advantage Standard

Not Available

Act! Advantage Professional & Ultimate

Included