SMS in Accounting and Business Finance

Keep your customers coming back for more

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SMS within the Accounting and Finance Sector

Let's talk accounting and finance

Deadlines and due dates are set in place for a reason. Even so, clients can frequently miss them. Especially when it comes to paying bills! So, why not remind them of all-important deadlines by using SMS invoice reminders?

For example, you might have a client who loves your service. He’s not short on cash either. But there is an all-too-familiar problem with him. He’s not trying to dodge your collection notice, he’s just too busy. All he needs is a gentle SMS invoice reminder.

Depending on how high your client ranks on the reliability scale, you might need to enhance your SMS reminder with a combination of alerts and notifications to make sure they remember to pay your bill.

If you have clients that are failing to pay, then an SMS can put pressure on them, either gently or more firmly, to get your overdue invoices settled quickly.

Integrate the world

Integrations into your favourite accounting and finance apps

We’ve made it quick and easy for you to integrate our SMS services into your existing apps in a matter of seconds. Using the power of Zapier and Microsoft Flow we’re already integrated into some of the world’s largest accounting and finance apps. These include FreeAgent, QuickBooks, Xero, Recurly, Zoho Subscriptions, EposNow, QuickFile, Expensify & many more! Don't worry if yours is not on the list - new ones are added every week. And if you can't wait that long, we have a SMS API that allows you to incorporate our SMS services into your business workflow.

At a Glace

Features you’ll find useful in banking and finance

Customer Management

Keep a list of your customers along with their contact details. Don't let your database be a chore - with TxtSync, we provide handy tools to make your life easier.

Categorise Customers

Manage your customers’ interests by tagging them into groups. By grouping contacts together you can easily reach out to them in the future.

Message Customers

Keep your customers in the know by notifying them when invoices are due for collection.

Conversations

An SMS invoice reminder could lead to a conversation about payment. Which is why we allow you to easily have SMS conversations with your customers.

Scheduled SMS
SMS Reminders

Send out SMS invoice reminders to collect payments on time

Manually chasing people for payment can be time consuming and costly. Using our SMS services you can send out reminders to give customers a gentle nudge. Using our Zapier integration you’ll be able to connect our SMS services to your existing invoicing software and start sending out SMS with ease.

Contact Tags / Groups

Categorise your customers

Managing your customers makes communicating with them using SMS so much easier. That’s why within TxtSync you can easily categorise customers by grouping them using tags. You can then use these tag to send out messages that are relevant to each group.

Contact Tags
SMS Conversations
SMS Conversations

Quickly engage with customers while they are on the move

Sending out SMS invoice reminders can spark conversations. Our web interface will notify you when you receive an inbound SMS and automatically link it to the associated customer. Once linked, you can then reply back to a customer while they’re on the move.

19

Local Number Countries Supported

213

Reachable Destination Countries

3.5p

UK Text Messaging from

OUR SMS FEATURES

We love our SMS features and we're sure you will too!

Our SMS features aim to make SMS communication and SMS marketing a breeze for you. We already offer a large feature set which we’re continually growing as we come up with new amazing ways to make your life even easier!

Send SMS

Through TxtSync's online interface you can send out SMS directly to your customers’ mobile devices.

Receive SMS

Inbound SMS can be captured and automatically logged against your contacts with ease. All that’s needed is a dedicated number from us.

Conversations

Just like you can on a mobile device, our online interface lets you have conversations directly with customers while they’re on the go.

Campaigns

Send out your SMS in bulk with just a few simple clicks and track the success of your campaign.

Delivery Reporting

Keep tabs on how many of your sent SMS messages are actually being delivered to your customers’ mobile devices.

SMS Templates

Save time by saving repetitive text messages as templates so they can be reused time and time again.

Personalisation

Keep your messaging personal and friendly by using our contact data merging to easily add contacts details just as first name.

Text Message Flagging

Keep track of important text messages by flagging them as important and leaving a note against them.

Contact Database

Keep a nice tidy address book of all contacts that you can send and receive SMS to and from.

Tagging

Group your contacts by tags to organise your target marketing lists.

GDPR Opt In/Out

Control whether SMS can be sent to contacts by allowing your customers to opt in or out of SMS.

Media Library

Spice up your SMS campaigns by adding media such as images and videos.

Auto Replies

Not interested in receiving inbound SMS, but don't want to appear ignorant? Use an auto reply message to let the customer know.

Voice Message

Inform customers who dial your dedicated SMS number that the call cannot be answered by creating a pre-recorded message.

Scheduled Messaging

Write your text messages now and send them out when they will deliver the greatest impact.

Custom Fields

Store your own data about your contact in our custom fields.

Auto Topup

Never worry about that all-important messages not going out due to no funds by auto topping-up your accounts balance.

International Reach

Send SMS anywhere in the world with domestic pricing.

Dedicated Numbers

Set up your own dedicated number that receives inbound SMS from your customers.

Branded Sender ID

Increase your brand awareness with customers by sending your SMS from a custom Sender ID.

Personal Mobile Numbers

Send out SMS as if they were from your mobile phone, or alternatively, port your mobile phone over to our platform to receive messages as well.

Shared Numbers

Don't care about tracking branding or inbound SMS? Use our free global shared numbers.

Developer API

Incorporate SMS into your existing products with our simple RESTful SMS API that is highly available, scalable and reliable.

SMS boasts a 98% read rate so you can be sure your messages will be seen!

Sample SMS
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