Accounts & Finance System
All Your Financial
Data, One Easy
System
Easily send invoices, track payments and integrate with your existing accounts package, keeping your financial processes organised and accurate.
Customer Management
Not every customer is the same – setup unique finanical controls for each.
Customer Price Agreements
Course or global discounts automatically applied to customer accounts.
Manage Customer Credit
Keep customer spending in check with automatic credit limits and tracking.
Custom Payment Terms
Set unique payment terms for customer accounts and send emails when due.
Integration Tools
Use Your Existing Accounts Package
Use our integrations to sync invoices, payments and customer information, allowing you to keep your existing accounts processes in place.
01
Audit-Ready System
Stay Compliant with Complete Financial Visibility
Maintain full control and compliance with detailed tracking of every change and communication across your system. From booking updates to email activity, everything is logged and time-stamped, giving you a clear audit trail whenever you need it. Once invoiced, bookings can be locked to ensure accurate financial reconciliation and prevent unauthorised changes.
What’s Included:
Lock invoiced bookings for accuracy
Track who made updates and when
Lock invoiced bookings for accuracy
02
QuickBooks CSV
Simplify Your Financial Data Export with Quickbooks
Easily export your financial data in a QuickBooks-ready CSV format, designed to streamline your accounting processes and reduce manual work for your team. With pre-formatted exports linked to customer accounts, you can ensure fast, accurate imports while minimising errors and saving valuable time, allowing you to focus on what matters most.
What’s Included:
Pre-formatted for QuickBooks
Fast and accurate data imports
Hassle-free CSV export
03
Sage CSV
Streamline Your Accounting Data Export with Sage
Easily export your financial data in a Sage-ready CSV format, designed to streamline your accounting processes and reduce manual work for your team. With pre-formatted exports linked to customer accounts, you can ensure fast, accurate imports while minimising errors and saving valuable time, allowing you to focus on what matters most.
What’s Included:
Pre-formatted for Sage
Fast and accurate data imports
Hassle-free CSV export
04
Xero Integration
Real-Time Accounting Integration Made Simple
Connect Dante directly with Xero to keep your financial data synchronised across both systems in real time. Automate key workflows, reduce manual input, and ensure your customer accounts and invoices are always accurate and up to date. This integration helps streamline your accounting processes while giving you full confidence in your data.
What’s Included:
Synchronise invoices in real time
Automate financial workflows
Reduce manual data entry
05
Zapier Integrations
Connect & Automate Your Entire Workflow with Zapier
Extend the capabilities of Dante’s TMS by connecting it to thousands of apps using Zapier. Create custom workflows to automate tasks across your systems—even for tools without native integrations—helping you streamline processes, reduce manual work, and keep everything running smoothly without technical complexity.
What’s Included:
Automate tasks between apps
Connect with 5,000+ tools
No coding required
FREQUENTLY ASKED QUESTIONS (faqS)
Your Questions Answered
Here you’ll find answers to common questions about our accounts and finance system, to help you understand how it can work for your organisation.