Accounting software for bookkeepers: one workflow across every package
With TriFact365 your bookkeeping firm processes all client administrations with one pre-accounting workflow, even when clients use different supported accounting packages.
One workflow for your team
No more learning and remembering a different input route per package.
Less process variation, and less training per package.
New client, familiar process
No separate set-up of your firm’s process for a client with a different package.
A new client follows the workflow your team already knows straight away.
Package switch, same workflow
If a client switches package, your firm does not have to start working differently.
Your team carries on the same way after the switch.
Your accounting package’s scan function or a layer on top?
An accounting package’s scan and recognition function works within that package, which is fine if all your clients use the same package.
If you work for clients in different packages, each package dictates its own workflow, set-up and activation per client. TriFact365 sits on top as one layer for all your client administrations.
Which accounting software suits bookkeepers?
For most bookkeeping firms it is not one package: clients choose for themselves, or have worked in their own package for years. The question is then not which accounting package you choose, but how your firm works with all those packages in one way.
TriFact365 is the pre-accounting layer in front of them. Submitting, recognising, checking and approving work the same for every client; only the journal entry goes to the client’s own package after checking.
How do multiple accounting packages work in TriFact365?
Every client administration keeps its own package. Your firm works across them in one environment.
Every administration keeps its own integration
Per client administration you connect the client’s package. In TriFact365 you see them all in one overview.
Submitting to checking in TriFact365
For every client these steps work the same way, whichever package is behind it.
Journal entry to the package
Only after checking does the journal entry go to the client’s own package.
Archive stays available in TriFact365
Also after a package switch, as long as you do not delete it. You add the administration again through the new integration.
What do you handle in TriFact365, and what in the package?
In TriFact365
Submitting, recognising, checking, approving and archiving: the same way for all your clients. Clients who only submit or approve do so in TriFact365 and do not need an accounting package account for that.
In the accounting package
The journal entry after checking, and what comes after: booking, paying and reporting.
Build on one workflow
One workflow across packages is the foundation. On top of it you build the rest of the pre-accounting for all your clients.
Trusted by 500+ accounting and bookkeeping firms
Frequently asked questions about multiple accounting packages
With the top 10 accounting packages, including Exact Online, Twinfield, AFAS, SnelStart, King and AccountView. The full overview with the integration per package is on the integrations page.
Yes. Every client administration has its own integration, and you see all administrations in one overview, whatever the package.
The archive stays in TriFact365 as long as you do not delete it. Through the integration with the new accounting package you add the administration again, after which you can use it for processing again.
You pay per administration
Variable or fixed per administration, whichever accounting package the client uses.