Automatic Xero invoice generation in Glide
For firms that maintain their own practice accounts in the Xero accounting system we have a fantastic integration.
Automatically send Glide invoices to Xero, and pull invoices generated by Xero back into Glide for time allocation
Your clients are created in Glide, this is to ensure we properly record the client type which has a bearing on deadline generation in the Glide system, these are then automatically created on Xero.
Glide will also automatically send invoices created in Glide to Xero. In addition Glide will check each evening for any recurring invoices that have been created on Xero and bring them into Glide as an advance bill, for subsequent allocation to time entries.
Secure document storage, e-signing, client portals
MyDocSafe are at the cutting edge of secure online document management. Through our seamless integration you are able to store files against clients in Glide, upload, download and preview files without leaving Glide. MyDocSafe also offer client portals and e-signing features, granular access rights ideal for both internal teams and clients that allows you to ring fence sensitive information from staff that do not need access to it, plus much more.
Build your own Glide integration in just a few clicks
Easily connect Glide to over 2,000+ different web services via Zapier. Automate your workflow even further by using Zapier to connect Glide to services such as GMail, Google Sheets, Twitter, Slack, Mailchimp, Google Calendar, Trello and many more.
Ideal for firms using the CCH suite of applications but in need of a more formal and controlled workflow management and dashboard system. You create new clients in CCH, every 15 minutes our connector will poll for new clients or client updates. Additionally your users on CCH are synced with your Glide users to further save you time and effort.
Automatically sync clients with Digita Professional Suite
Glide is ideal for firms using the Digita suite but in need of a more formal and controlled workflow management and dashboard system.
You create new clients in Digita, every 15 minutes our connector will poll for new clients or client updates.
This allows you to retain a fully integrated setup and to avoid any duplication of data entry, whilst benefiting from a best of breed solution to workflow management.
The Companies House integration is built into the Glide cloud system and is active for all UK customers. On client creation (either manual, via the API or the Excel import) simply provide the Company number and Glide will obtain the name, next year end, incorporation date and 1st year end marker automatically. The most impressive aspect here is when first onboarding, you simply need to collate your company numbers and Glide will accurately work out what work you should be doing.
Glide’s integration with Google Drive brings document storage to the Glide system. Files can be uploaded through Glide or through the existing Google Drive website and applications. Glide creates a folder for every client, job and user and any files in those folder are visible on the Glide job and client cards.