Introduction
Automating accounting processes has become essential for accounting firms. By reducing manual tasks and improving data accuracy, integration solutions like the one between ACD and Azopio allow for greater efficiency and the ability to focus on higher-value tasks.
In this article, we’ll explore the benefits of this integration and how it can transform the way you manage your clients’ accounting.
Why choose ACD and Azopio integration?
The combination of ACD, a recognized accounting software, and Azopio, a collaborative accounting management platform, offers numerous advantages:
- Fluidity of data exchanges:
Accounting entries generated in Azopio are automatically transmitted to ACD, thus eliminating the risk of data entry errors and time wasted on manual exports. - Productivity gain:
By automating repetitive tasks, you free up time to focus on higher value-added missions, such as advising and supporting your clients. - Improving data quality:
The centralization of data in Azopio guarantees greater consistency and reliability of the information transmitted to ACD. - Optimized collaboration:
Azopio facilitates collaboration between the different players in the accounting process (accountants, clients, suppliers) thanks to its sharing and communication functionalities.
The main features of the integration
- Automatic synchronization of entries and invoices:
The accounting entries entered in Azopio and their supporting documents are automatically transmitted to ACD, in compliance with the defined accounting rules. - Keeping track of operations:
The history of exchanges between the two software programs is kept, allowing easy tracing of the operations carried out. - Flexibility:
The integration adapts to your specific needs and can be configured to meet your accounting requirements.
The benefits for your practice
- Cost reduction:
By automating processes, you reduce costs associated with manual entry and errors. - Improving customer satisfaction:
By offering faster and more accurate services, you strengthen the relationship of trust with your customers. - Regulatory compliance:
Integration helps you comply with current accounting and tax standards.
How to set up ACD and Azopio integration?
Setting up the ACD and Azopio integration is quick and easy.
The key steps are as follows:
- Make sure you have changed your subscription and opted for the Plugin option underSettings > Subscriptionthen Edit my options then choosePlugin: YES
- Go toIntegration > Pluginthen click on ACD i-Suite Expert
- Then fill in all the required fields
- Login URL
- Login ID (CNX)
- i-Suite Expert username
- i-Suite Expert password
- Then click on “Connect”
- Accounting configuration on Azopio:
Ensure the settings of theaccounting accounts and journal codes below Settings > Accounting | Suppliersand or |Clients depending on the type of log to be exported. - Tests et validation :
Carrying out tests to verify the correct transmission of data (entries and invoices)
Conclusion
The ACD and Azopio integration is an ideal solution for accounting firms looking to optimize their processes and improve the quality of their services. By automating repetitive tasks and facilitating collaboration, this solution helps increase efficiency and allow them to focus on higher-value tasks.
To find out more, please do not hesitate to contact the ACD and Azopio teams.
https://www.acd-groupe.fr/partenaire-azopio
