If you use Xero for your practice (and love Xero as much as we do!) then leverage our direct integration to sync your Xero records with Socket for effortless client billing. Say goodbye to updating repeating invoices: Socket will keep your invoices in Xero up to date with the latest proposal automatically.

Dext Data Health (previously known as Dext Precision) analyses your clients’ Xero data to flag issues and summarise their overall data quality. It also gives you access to key metrics such as a summarised 'Health Score', annual revenue and transactions per month. Once connected, Socket pulls this data in automatically and makes it available to use as pricing drivers when setting up services or building proposals.

With the Zapier integration you can connect Socket to over 8,000 apps. Automate and improve your workflows: Every proposal status change is now a ‘Trigger’ that can connect to countless tools. You can also set up 'Actions' to automatically create new Client and Lead records in Socket, using triggers in other apps.

‍

Streamline your client engagement workflow by accessing AML and risk assessment checks directly in Socket. Our integration auto-links your existing clients with Xama, so without any extra data entry, you can send proposals to your linked Xama clients, see the clients AML history directly in Socket, beneficial ownership charts, and even jump straight to their Xama profile.

Seal deals. Get paid. Improve client experience and streamline your processes by combining proposals and payments. Your clients can sign a proposal and set their payments by card, bank transfer, or by direct debit, all in one go. No separate tools, no extra links.

‍

Developers can now access our public API documentation to build custom integrations and workflows. Whether you’re automating processes or connecting our platform with your existing tools, the docs give you everything you need to get started quickly.

Keep client data in sync between Socket and Karbon to improve client management and drive business growth, with automatic contact and client synchronisation. Instantly create proposals and renewals for existing Karbon clients, and effortlessly push new prospects from Socket into Karbon.

Get a smoother workflow and consistent data between your client engagement and CRM tools with our FYI integration. Offering a two way sync of your Socket client records, as well as pushing proposal PDFs and billing jobs to FYI, you can cut out the manual updates, reduce admin mistakes, and keep your team working from the same clean set of records.

Link Socket with QuickBooks to streamline the path from proposal to billing. Automatically create or connect clients and ensure consistent data between systems, helping you invoice faster, reduce admin, and keep financial records accurate from the moment a proposal is accepted.

‍

Integrate Socket with GoCardless to simplify payment collection when proposals are signed. Cut out the manual followups when you automatically connect clients to set up payment mandates at approval. Giving you faster payments, fewer errors, and a smoother experience for both your team and your clients.

Stay in the loop with your proposals and engagement letters through Slack notifications. Receive real-time notifications when proposals are sent, viewed, or accepted, so your team can respond quickly, collaborate instantly, and keep momentum high.

Connect Socket with Xero Practice Manager to keep client data aligned from proposal to delivery. Automatically sync clients and contacts, create proposals and renewals for existing XPM clients, and push new prospects into XPM. Streamline onboarding, reduce admin overhead, and help your team manage work and scope more effectively.