Integrations

We do one job, brilliantly.

RateCalc.io will never become your CRM, your ATS, your payroll engine or your invoicing platform. It does rate proposals and Terms of Business, with the true-margin maths built in, and hands the agreed numbers off to the tools you already use.

Xero live nowAccounting stack rolling out

Xero is live now

Connect Xero from Settings and see every outstanding invoice + credit note grouped by client, with the daily finance-fee drag on each balance. The rest of the accounting stack and the recruitment CRMs are on the roadmap; tell us which you’d use most and we’ll move yours up the build order.

Live and rolling out

Accounting & finance

See the true cost of late payers in real time. Pull outstanding invoices + credit notes from your accounting stack into a branded aged-receivables view; chase with a statement that shows exactly what the balance is costing you per day.

Xero

Live now

Aged receivables + branded statements + auto-tier chase workflow. Pulls invoices and credit notes nightly; every statement shows what each outstanding balance is costing you per day in finance fees.

See the Xero integration

QuickBooks

In development

Same flow as Xero: aged receivables, credit notes, per-invoice finance drag, one-click chase statements.

Sage

In development

Read outstanding invoices from Sage 50 / 200 / Business Cloud into the same aged-receivables view and chase workflow.

FreeAgent

In development

Solo agency running FreeAgent? Same aged-receivables + finance-drag report, same chase templates.

On the roadmap

Recruitment CRMs

Sync clients, candidates and placements two-way so rate proposals and signed ToBs flow back into the system your team already lives in.

Bullhorn

In development

Push accepted proposals into Bullhorn placements; pull client + candidate records the other way.

Vincere

In development

Quote a contract role straight from the Vincere placement, signed ToB attached.

JobAdder

In development

Trigger a proposal from a JobAdder placement; track signed status without leaving JA.

Atlas

In development

Atlas contacts and clients flow into RateCalc; proposal activity syncs back automatically.

Loxo

In development

Generate a branded rate proposal from any Loxo job, link the signed ToB on the placement.

Tracker RMS

In development

Two-way sync with Tracker so quotes and ToBs always match the live placement record.

Suggest one

Need one we haven’t listed?

Drop us a line with the system you’d want connected and what the workflow looks like. Customer-driven roadmap; most-requested integrations get built first.

Request an integration

You don’t need an integration to start.

RateCalc.io stands on its own. Start sending proposals today; bolt on integrations as they ship.

See pricing

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