Act! Accounting Link

If using Act! in a web browser, this provides a summary at a glance & detailed visibility of each customer’s quotes, orders & invoices without opening your accounting solution. Save time & keep customer details consistent via import, link and/or update between Act! and MYOB, Xero, Reckon, QuickBooks Online & more.

Integrate Act! Cloud/Hosted with MYOB, Xero, Reckon, Accredo, QuickBooks Online & more

Included in Act! Advantage Professional & Ultimate. Also available with Act! Hosted & Act! for Web (Pricing below)

Features

  • Free 14-day trial: contact us to arrange setup
  • Adds an Accounting tab to the contact view and/or company view in Act!
  • Import, link and/or update customer details between Act! & your accounting solution.
  • View accounts receivable & amounts invoice per month at a glance.
  • View quotes, orders, invoices & credits within Act!
  • Data cached for best performance & refreshed instantly with a click.
  • Easy setup that automatically adds required fields to your database.
  • See the User Guide for more information.

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$96AUD
BUY AUD
$108NZD
BUY NZD
$60USD
BUY USD

per user per year (GST added at checkout for AU/NZ customers)

28-Day Guided Trial

Set Up Properly, Decide with Confidence

The 28-day extended trial is designed for businesses that want to experience Act! Advantage working inside their business, not just explore features.

To access the extended trial, you’ll book an initial session with an Act Today consultant based in Australia or New Zealand. During this session, we’ll help you set up three key CRM functions that matter most to your business, such as client follow-ups, communication workflows, retention tracking, or referral visibility.

At the 14-day mark, you’ll have a second check-in with your consultant to answer questions, refine your setup, and remove any roadblocks. This ensures you’re not left guessing and that the system is actually supporting your work.

By the end of the 28 days, you’ll know exactly how Act! Advantage fits your business and whether it delivers real value.

What you’ll get from the 28-day extended trial:

  • Guided setup by a local Act Today CRM consultant
  • Three high-impact CRM functions configured for your business
  • A mid-trial review to answer questions and fine-tune usage
  • A realistic view of outcomes, not just features
  • Confidence to decide based on real experience
START YOUR EXTENDED TRIAL

14-Day Free Trial

Get Hands-On with Act! Advantage CRM

The 14-day free trial gives you full access to Act! Advantage CRM so you can explore how it works in your own time. This is the standard Act! trial used by businesses across Australia and New Zealand who want to see the platform before making a decision.

During the trial, you can add contacts, explore client records, test communication tools, and see how Act! Advantage handles day-to-day client management. It’s a straightforward way to understand how the system is structured and whether it feels right for how you run your business.

This option suits businesses that are comfortable exploring software independently and already have a clear idea of what they want from a CRM. There’s no obligation, no setup required, and no pressure,  just time to assess fit.

What you’ll get from the 14-day free trial:

  • Full access to Act! Advantage CRM features
  • A clear look at how contacts, activities, and communication are managed
  • The ability to test the system across desktop and mobile
  • A simple, no-commitment way to assess fit
  • Confidence before taking the next step
START YOUR TRIAL

Download the FREE Guide

How to Choose the Best CRM for Your Business