Viably’s Sales dashboard enables business owners to simplify their view into their invoices, customers’ payment history and more…right alongside their business banking data. With the help of Codat, the technology trusted by leading financial institutions, you can easily and securely connect your accounting software to Viably.
In this article we’ll review:
Connecting Your Accounting Software to Viably
In Viably's Sales dashboard, select "Connect my accounts."
Once in the Codat wizard, select the accounting software you're interested in connecting to Viably.
Upon selection you’ll then be shown what data you will authorize to flow into Viably.
Once selected, click “Next.” You’ll be redirected to your accounting software to sign-in and authenticate the connection, for a read-only view of your data into Viably.
You’re set! Once the connection has been successfully completed, you’ll see the validated connection in Viably.
Click “Finish” to see your data in Viably’s Sales dashboard.
Once connected, you can instantly view trends, insights, and payment predictions based on your customers’ activities. Additionally, you can easily send reminder notices to customers with just a few clicks and find automated insights on ways to optimize your collections process.
With this elevated visibility in Viably, you can proactively prioritize your collections efforts and manage your outreach activities, from the same place as your connected business banking data – giving you transparency and the ability to forecast how these payment activities will impact your cash flow.
Updating Your Connected Accounting Platforms
Have you changed the accounting software you’re using to track invoices and payments? No problem! From Viably’s Sales dashboard, you’ll see the option to “Edit Accounts.”
Clicking this will direct you to the Codat wizard, enabling you to select your new accounting software. Simply select “Make changes to your connection.”
You'll see a pop-up indicating you have already connected to an accounting platform (don't worry!), simply confirm you'd like to continue.
Select your new accounting software, and follow the steps to authenticate so you can view the data from your Viably Sales dashboard.
From your Viably Sales dashboard, discover opportunities to streamline your collections efforts, so you can have a tighter line on your income projections and ultimately, so you can get paid faster.