Automate billing, reduce compliance risk and integrate payments with your accounting systems.
Accountancy firms face two parallel challenges: managing their own billing efficiently, and helping clients adopt systems that reduce costs, improve compliance, and simplify financial management. Traditional invoicing and manual reconciliation waste time, while handling sensitive payment data creates compliance risk.
SOTpay and SOTpay Connect provide accountants with a PCI DSS compliant, multichannel platform that integrates directly with Xero, QuickBooks, Sage and CRM systems. Automate your own billing, and recommend a solution to clients that consolidates payments, accounting and compliance in one place.
A payment raised through SOTpay is tied to the invoice that created it, so when the client pays, the invoice is matched and reconciled without anyone keying it in. That applies to your own billing and to the clients you roll it out to.
The full set, including the CRM and booking systems SOTpay connects to through APIs and middleware, is on the integrations page.
Collect client retainers or monthly service charges using recurring payments. Reduce arrears, eliminate manual chasing, and improve cash flow.
Invoices, payments and reconciliation flow directly into Xero, QuickBooks or Sage. This removes manual data entry and reduces errors.
Recommend SOTpay to clients as a way to cut card fees, reduce fraud risk and integrate payments into their finance systems. This strengthens your advisory role. SOTpay offers a valuable affiliate scheme, where accountancy firms can earn rewards by referring clients to use the platform. Learn more about our different partnership options.
Allow clients to pay via SMS, email, WhatsApp or secure web links. Ideal for remote and hybrid working relationships.
Transactions authenticated with 3-D Secure shift liability to the bank, protecting your practice and your clients.
Practices billing across a large client base can keep each relationship separate while still seeing the whole position, with reporting that covers every client rather than one at a time.
PayPrompt – email invoice payments
Text PayLink – SMS invoice collection
AutoRenew – recurring retainers
SOTsync Pro – accounting integration
AutoTender Sync – quote-to-payment workflows
Link Pay Bank – bank payments for large invoices
From monthly retainers to one-off services, SOTpay and SOTpay Connect help accountants simplify billing, cut costs and add value for clients.
Secure, compliant, and fully integrated with Xero and QuickBooks, it is a smarter way to handle payments for your practice, and for theirs.
