Integrations
Your whole stack, talking to itself.
FirmPulse connects to the tools your practice already runs on, and automates the onboarding, billing and compliance chains that usually take a stack of Zapier zaps, with no middleware in the middle.
Companies House
HMRC
Xero
QuickBooks
Sage
FreeAgent
Stripe
GoCardless
Adfin
Microsoft 365
Google Workspace
Identity & AML checks
E-signature
SMS
Google Ads
Compliance & filing
Pull live data straight from the registers, and file back to them.
Companies House
Live company, director and PSC data, identity verification, and filing confirmation statements and changes.
HMRC
Agent authorisation (64-8) issued automatically, and Making Tax Digital.
Accounting & bookkeeping
Your ledger and your practice manager finally in step.
Xero
Raise and read invoices in the firm's Xero org, no double entry.
QuickBooks
Sync invoices and clients with QuickBooks Online.
Sage
Keep client and invoice data in step with Sage.
FreeAgent
Connect FreeAgent for the firms and clients that run on it.
Payments & direct debit
Get paid on time, without chasing.
Stripe
Card payments and subscriptions, on the firm's own Stripe account.
GoCardless
Direct-debit mandates requested and collected automatically.
Adfin
Collect invoice payments by direct debit, card and open banking, with automatic chasing.
Email & calendar
Send from your own address; keep every thread on the client.
Microsoft 365
Send client emails from your own mailbox, with single sign-on.
Google Workspace
Gmail and Calendar, with two-way email captured on the client.
Identity, AML & e-signature
The regulated bits, handled in the flow.
Identity & AML checks
Statutory Companies House ID verification and AML screening, branded as your firm.
E-signature
Engagement letters and documents signed online, no separate tool.
Messaging & marketing
Reach clients, and measure what actually pays.
SMS
Text reminders and chasers, logged against the client.
Google Ads
Report paid, completed jobs as conversions into your own Google Ads account.
Something else?
If your practice depends on it, we’ll connect it.
Tell us what you run on. We’re adding integrations all the time, and we’ll point you in the right direction.