Integrated Accounting: GoProposal & AccountancyManager

Start 30-day free trial Book a Demo
Goproposal and Accountancy Manager
AccountancyManager Integration

Streamline your accounting processes

Start saving time by streamlining your processes through automatic task generation as soon as your client accepts their engagement.

AccountancyManager - find a contact

Automate task management

Match your tasks that have already been created in AccountancyManager to your line items in GoProposal so you never miss a task again (based on the service agreement with your client)

AccountancyManager - select contact

Access and organise client documents

Automatically view your clients documents in one place within their AccountancyManager timeline once your client has accepted their engagement 

How to Get Started with GoProposal & AccountancyManager

Getting started with GoProposal and AccountancyManager is simple and connecting the two platforms is fast because of our innate integration

1

Connect the platforms for an integrated workflow

Head to Settings > Integrations > AccountancyManager Integration and add in your AM Access Key (AM = AccountancyManager). To find your Access Key, within AM head to Tools > Integrations > GoProposal by Sage and select ‘copy’ beside the API Key. Within the text box, add in your GoProposal URL and select ‘Confirm App Name’. URL example: ascendpremiumaccountingservices

2

Setup your line items for task creation

Select Configure > Line Items > ‘Edit Line’ beside any of your line items. From here, select the Integrations tab, and select a work template from the drop-down list. Make sure the work template you’d like to select already exists in AccountancyManager.

3

Synchronise client data

Start connecting your clients on GoProposal’s Create Proposal page. Select the text box and start typing a client's name and click ‘Search’. If you’re not able to find the client you’re looking for, select ‘search more from AccountancyManager’ and this will search for both clients and prospects already in AM.

Ready to get started?

free trial

Activate your free trial now

Price consistently, sell more confidently & minimise your risk

Start 30-day free trial
video

Watch a Short Demo

Discover the power of GoProposal's three key features in a brief, insightful demo.

Watch a demo
ideas

Resources Centre

Transformative education and training for your accounting business.

Browse the resources

FAQs

How does the integration enhance client onboarding? Close
If you’re already using AccountancyManager, adding GoProposal takes your client onboarding to the next level. With GoProposal, you can create professional, transparent proposals in minutes, ensuring your pricing is clear and consistent. Once a proposal is accepted, all client details sync automatically into AccountancyManager, eliminating manual entry. This integration saves you time, standardises your process, and keeps everything compliant, so you can onboard clients faster and with less hassle.
Can I import my existing contacts from AccountancyManager into GoProposal? Close
Absolutely! If you're using AccountancyManager, you can easily import your existing contacts into GoProposal, so you don’t have to enter client details manually. The integration pulls in key information like names, contact details, and company information, ensuring accuracy and preventing duplication. This means you can create proposals faster while keeping everything organised and in sync across both platforms.
What should I do if my clients' information doesn't sync correctly between the two platforms? Close
If your client information is not synchronising correctly between GoProposal and AccountancyManager, start by checking that the integration is properly connected and that both platforms are up to date. Next, review your sync settings to ensure everything is configured correctly. If the issue persists, reach out to our support team, and we will be happy to assist you with troubleshooting the issue.
  • Strategy & Growth

How to tailor a letter of engagement template for different clients

Let’s face it. Not all clients are created equal, and neither should your engagement letters be. A Letter of Engagement […]
  • Strategy & Growth

Why is an engagement letter for accountants so important?

*This article has been developed with the UK market in mind. If your accounting firm isn’t UK based, please consider […]
  • Features
  • Strategy & Growth

5 Engagement Letter Mistakes Accounting Businesses Make

*This article has been developed with the UK market in mind. If your accounting firm isn’t UK based, please consider […]
  • Strategy & Growth

When should you reissue an accounting engagement letter?

*This article has been developed with the UK market in mind. If your accounting firm isn’t UK based, please consider […]
  • Uncategorised

Why every accounting consultant needs a proposal template

The proposal is your prime opportunity to articulate value, demonstrate expertise, and secure new clients for your consulting services as […]
  • Strategy & Growth

Customising your 5-year business plan template to maximise impact

A generic five-year business plan simply won’t cut it for today’s accounting and advisory firms seeking real impact. It lacks […]
  • Strategy & Growth

The 10-step client onboarding checklist every accountant needs

Client onboarding goes beyond just handling paperwork—it’s a crucial opportunity to establish a clear, professional framework for your relationship with […]
  • Strategy & Growth

How to tailor a letter of engagement template for different clients

A Letter of Engagement (LoE) sets the foundation for a successful client relationship by outlining the scope of work, fees, […]
  • Strategy & Growth

Engagement Letter Automation: Streamlining Client Proposals Efficiently

Automation is reshaping accountants’ work. From bookkeeping to compliance, firms are adopting digital tools to improve efficiency and reduce manual […]
  • Strategy & Growth

The best Zapier integrations for accountants and bookkeepers

Accounting today is about more than just numbers—it’s about efficiency, accuracy, and client experience. Zapier helps accountants and bookkeepers streamline […]

GET STARTED TODAY

Discover what GoProposal can do for you

present-icon

Activate your free trial now

Price consistently, sell more confidently & minimise your risk

Start 30-day free trial
Events

Book live demo

Get personalised insight by discussing your specific needs with our experts.

Book a 1:1 demo