Property software integration
Your property team needs to know what has been agreed, invoiced and paid. Your finance team needs records it can trust. A scoped integration can reduce repeat entry while keeping approvals and accounting responsibilities clear.
Xero, QuickBooks Online, Sage Business Cloud Accounting and other options in the Britixo integration catalogue.
These are options available on request. Provider access, licensing, technical feasibility and delivery scope are confirmed before implementation.
A useful first project might connect approved customer details, sales invoices and payment status. Map each record to a stable customer or property reference, and decide which system owns changes to names, addresses, tax treatment and invoice totals.
Agree when information is ready to leave Proplix, who approves it and how finance staff review exceptions. Test credit notes, cancelled invoices, duplicate customers and rejected records as well as a straightforward invoice. Client-money accounting and any trust-account requirements need their own scope.
A successful request to an API does not prove that the ledger is correct. Define a reconciliation report, retry rules and a named owner for unmatched records. Confirm the finance package, subscription, available API access and any required permissions before the connection is promised.
No. These are integration options available on request. The records, provider access, configuration, licensing and implementation work are confirmed in your proposal.
No. It can support record exchange and reconciliation. Your finance team and advisers remain responsible for accounting treatment, approvals and reporting.
Tell us which systems you use, the records that need to move and the problem you want to solve. Include your current subscriptions, expected volumes and the people responsible for approval and support.
Read about data migration, access and security or custom modules before discussing your requirements.
Plan the right route
Bring one real workflow to a Proplix walkthrough. Explore the records, handovers and decisions that matter to your team, then agree a practical next step.
