Partner Softwares
In this section, you will find information on how to use Client Engager alongside our partners
How to set up and use the Xero Intgeration
In the PDF guide attached, we explain all the setup and features of the Xero integration. 16th January 2024 - at this time the Xero integration is li...
How to use Xama and Client Engager
Xama is a best in class AML product that we have deep API links with to pull data into Client Engager and maintain a central data base. In this video...
How to use Armalytix in Client Engager
Bank Fetch is powered by our friends at Armalytix, this tool requires an account and subscription at Armalytix. In this video we take a look at how t...
Using Crezco in Client Engager
Crezco powers our payment request tool by using open banking they provide a free payment tool that works with the majority of UK banks. In this video ...