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Cradle for Accountants

By Cradle for Accountants
0 out of 5 stars
Cradle is a cloud phone system for accounting firms! We have built Cradle to interact with XPM and other tools that practices use, to help your team give your clients the best experience possible, all without wasting time (or losing it!)
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Listed for
3 months
December 2023
Key functions
Accountant tools
Practice manager

Overview

Let's talk about Cradle, the ultimate cloud phone system designed specifically for accountants like you. It's like a magic wand for your accounting practice. Here's the lowdown:

  1. Perfect Harmony with XPM: Cradle and Xero Practice Manager (XPM) work together seamlessly. That means less hassle with data entry because your client info, appointments, and accounting data are at your fingertips on each call.

  2. Client-Centric Calls: When your clients call, Cradle shows their details and history. No more guessing; you'll know who's calling. Plus, you can route calls smartly to the right team member.

  3. Work from Anywhere: Whether you're at home or in the office, Cradle's apps keep you connected and in control.

  4. Grow Without Limits: As your practice grows, Cradle grows with you. Add new users and lines hassle-free, keeping things flexible and cost-effective.

In a nutshell, Cradle and XPM integration turbocharges your accounting game. It syncs, streamlines, and supercharges your practice so you can give your clients the A-list treatment

Cradle for Accountants + Xero

What's integrated? For now, the key details of all of your clients are available right within Cradle. Each day, Cradle will update it's database of contacts with the most important information from XPM, meaning that when you need to call a client, you only need to type their name in Cradle to find their number.

When the phone rings, Cradle will display the client (or clients) with a matching phone number, and give you one-click access to that client's profile in XPM, meaning that no matter what their question is, you'll be answering it in no time.

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Additional info

Shared data

Xero
Cradle for Accountants
Usersshared from Xero to Cradle for Accountants
Contactsshared from Xero to Cradle for Accountants

Functions

Accountant toolsPractice manager

Industries

Professional servicesAccounting

App details

By Cradle for Accountants
Added in 2023

Countries

Australia, Canada, Ireland, New Zealand, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supporthelp@cradle.io

Contact

+61385959965

Get started with Cradle for Accountants

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.