Overview
Sodium is an all-in-one practice management platform built for UK accountants and bookkeepers.
Instead of stitching together separate tools for CRM, proposals, compliance and billing, Sodium gives you one platform that connects to the best in each category, including Xero.
What you can do with Sodium:
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Client management: Contacts, notes, documents and activity history in one record, enriched automatically from Companies House with officers and filings. Import clients from Xero or CSV in seconds.
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Sales pipeline: Track prospects through a drag and drop funnel, with intake tasks and follow-ups firing automatically.
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Proposals and engagement letters: Online acceptance, digital signatures and optional Direct Debit enrolment. Engagement letters from your own templates, with automated renewal reminders.
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Recurring tasks: Jobs that generate themselves on your schedule, aware of working days and bank holidays. Flexibility to customise schedules per client.
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Workflows that do the work: Split a job into steps that run themselves: send an email, request documents, share a document for approval, collect a confirmation, send a form, update client data, or move a service stage. Conditions adapt each workflow to the client.
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Forms: Collect structured data and files from clients. Conditional questions, pre-populated fields and per-answer review, no portal signup required.
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Client portal: A branded portal where clients approve documents, upload files, complete forms and sign engagement letters.
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Email: Outlook and Gmail inside Sodium, with every client's email on their record. Share a mailbox with the team, or keep it private and share only the individual emails you choose.
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Documents: Request, approve and store client files with full version history. Connect Google Drive, OneDrive, SharePoint, Box or Dropbox.
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Time tracking and billing: Timers that start and stop as tasks progress, and one click billing of unbilled time.
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Invoicing and payments: Recurring invoices generated from your services and pushed straight to Xero. Outstanding and overdue invoices on the client record. Fees collected through GoCardless or Adfin.
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Client books: A client's profit and loss, balance sheet, bank accounts and invoices on their record, read live from Xero.
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Compliance: AML identity checks through Xama or Firmcheck, and HMRC agent authorisations.
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Reports: Deadline compliance, service turnaround, WIP ageing, team workload and client responsiveness.
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AI both ways: Sodium uses AI for workflow generation, pricing suggestions and content drafting. Our MCP server lets Claude, ChatGPT or Gemini read your clients, tasks and deadlines directly.
Who it's for: UK accountancy and bookkeeping practices of any size. Small firms get one platform from day one. Larger firms get the customisation to match how they already work.
Sign up with your Xero account to get started in minutes. Your Xero organisation connects automatically.
Sodium + Xero
Sodium connects to your Xero organisation using OAuth 2.0. Here is exactly how data flows between the two platforms.
Data Sodium reads from Xero:
- Contacts: Name, first and last name, email, phone number, active status, outstanding balance and overdue balance. Only contacts marked as customers are imported.
- Invoices: Invoice number, status, total, amount due, date, due date, currency and payment history. Only Accounts Receivable invoices are read, never bills or purchase orders.
- Chart of accounts: Account codes and names, so you can choose which account a service is invoiced against.
- Reports: Profit and loss, balance sheet and bank summary, shown on a client's record when you link that client to their own Xero organisation.
- Organisation: Your organisation name and tenant id, used to identify which organisation is connected.
Data Sodium writes to Xero:
- Contacts: When you create a client in Sodium and choose to sync them, a contact is created with their name, email and phone number. Sodium first checks whether a contact with the same email already exists, to prevent duplicates.
- Invoices: Sales invoices raised from your services and billing lines, sent as net amounts with the tax type on each line, so Xero calculates the tax itself. Invoices can be created as drafts for approval in Xero. Sodium can also ask Xero to email an invoice to the contact.
Sodium never modifies or deletes your existing contacts or invoices, and never touches bills, purchase orders or payroll.
How the connection works:
- You authorise Sodium to access your Xero organisation using OAuth 2.0.
- Where you have several organisations, you choose which one to connect. Client records can each be linked to their own organisation.
- Sodium stores your access and refresh tokens securely and renews them automatically.
- Data is fetched on demand when you view it. There is no background sync of your Xero data.
Connection management:
- Disconnect at any time from Settings. Sodium revokes its tokens with Xero when you do.
- If you revoke access from Xero's Connected Apps page, Sodium detects it and prompts you to reconnect.
- If tokens expire and cannot be refreshed, Sodium prompts you to re-authenticate.
Scopes requested:
- accounting.contacts, to read your customers and create a contact when you ask Sodium to.
- accounting.transactions, to read sales invoices and raise new ones.
- accounting.settings, to read your chart of accounts and organisation details.
- accounting.reports.read, to show a client's profit and loss, balance sheet and bank summary.
- offline_access, so access can be refreshed without signing in again.
- openid, profile and email, for sign-in.
Sodium requests nothing beyond these. Bank transactions, payroll, budgets and fixed assets are not accessible to Sodium.
Pricing plans
This app includes a free trial
Standard
- Clients, contacts and documents in one record
- No limits on documents, tasks or storage
- Companies House enrichment
- Recurring tasks and workflows
- Workflow step types that run themselves, not checkboxes
- Conditions decide which steps run for which client
- Proposals and engagement letters, e-signed
- Forms and document requests
- Smart Forms that change based on conditions or client types
- Branded client portal
- Client books read live from Xero
- Time tracking
- Practice reports
- AI drafting, plus MCP for Claude and ChatGPT
- Visit https://sodiumhq.com/features for more details
- Full price bands at https://sodiumhq.com/pricing
Pro
- Everything in Standard...
- Client billing, with invoices raised in Xero
- Connected mailbox: Outlook or Gmail in Sodium
- Sales Pipeline
- Kanban boards
- Service packages
- Custom fields
- Client and task teams
- Custom roles
- Visit https://sodiumhq.com/features for more details
- Full price bands at https://sodiumhq.com/pricing
Free
- All the features under the Standard plan
- Visit https://sodiumhq.com/features for more details
Getting started
Option 1: Sign up with Xero (fastest)
- Visit app.sodiumhq.com and click "Sign up with Xero"
- Log in with your Xero credentials and authorise Sodium
- Your account is created and your Xero organisation is connected automatically
- Go to Clients to see your Xero contacts, or Settings > Accounting to manage the connection
Option 2: Connect Xero to an existing Sodium account
- Log in to Sodium at app.sodiumhq.com
- Go to Settings > Accounting
- Select Xero and click Connect
- You are redirected to Xero. Log in and authorise Sodium to access your organisation
- Where you have several Xero organisations, choose which one to connect
- You are connected, and your Xero customers and invoices are available in Sodium
After connecting:
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Import your clients: From Settings > Accounting, import your Xero customers as Sodium clients. Existing clients can be matched to Xero customers in bulk, so you are not mapping them one at a time.
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See the numbers on the client record: Open any client to see their Accounts Receivable invoices, with outstanding and overdue balances.
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Create clients both ways: When you add a client in Sodium you can sync them to Xero as a contact. Sodium checks for an existing contact with the same email first, so you do not end up with duplicates.
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Set your accounting codes: On each service, choose the account invoices should be posted to. The list is read live from your Xero chart of accounts, so it always matches your books.
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Bill your clients: Build billing lines from your services, then raise the invoices in Xero from Settings > Client Billing. Review a client's invoice before it goes, or let Sodium create it as a draft for you to approve in Xero. Sodium can ask Xero to email it to the client for you.
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Collect the fees: Connect GoCardless or Adfin to collect by Direct Debit, with mandates set up as part of your proposal and onboarding flow.
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Work on your clients' books: Link an individual client to their own Xero organisation from the Books tab on their record. You then see their profit and loss, balance sheet, bank accounts and invoices in Sodium, without logging into Xero separately. Each client can be linked to a different organisation, and to a different accounting platform if their books are not in Xero.
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Manage the connection: Settings > Accounting shows connection status and lets you switch organisations or disconnect at any time. If access is revoked at Xero's end, Sodium notices and prompts you to reconnect.
