Connected to your stack
Practice management software integrations
FigsFlow connects to the email, documents, CRM, accounting and payment tools accounting firms already use. Every integration reads and writes the same client record, so nothing is rekeyed between systems.
- One client record behind every link
- Connect in minutes
- API for everything else
Built by accountants, used by the firms behind FigsFlow
Integrations directory
Integrations for accounting firms
Availability can differ by country. Anything marked ‘check availability’ is listed on the availability page with where it is live.
File client email and attachments to the client record from Outlook.
Explore →Keep client documents in your own SharePoint, filed by client and year.
Explore →Create proposals from deals, sync contacts and attach signed proposals back.
Explore →Connect your own systems to the client record and react to lifecycle events.
Explore →Outlook, Teams and SharePoint working with FigsFlow across the firm.
Explore →Link client organisations and bring accounting data alongside the work.
Explore →Connect client companies so records and work stay linked.
Explore →Let clients pay invoices online, with payment status back on the record.
Explore →Google tools alongside FigsFlow for firms that work in Google.
See availability →Connect FigsFlow events to other apps without writing code.
See availability →Payment collection and credit control connected to your invoices.
See availability →Company look-ups for UK clients, on the UK site.
View on UK site →How integrations work
Every connection feeds one record
No more rekeying
Data arrives where the work is
An email, a document, a deal or a payment lands on the client record it belongs to, so the person doing the work never has to go looking.
- One client record behind every integration
- Changes recorded with who and when
- No reconciling between systems
Set up by you
Connected by an administrator in minutes
Most integrations connect with a sign-in and a few choices. There is nothing for your clients to install.
- Sign in with the tool you already use
- Choose what to connect
- Switch it off at any time
Not listed?
Connect anything with the API
If a tool your firm relies on is not here yet, the API and webhooks let you connect it to the same client record.
Tell us
Let us know which tool you use. It helps us decide which integrations to build next.
Use the API
Your developer connects the tool to FigsFlow using the API documentation.
React to events
Webhooks tell your tool when a proposal is accepted, a letter signed or a job completed.
FAQ
