Timworks

    5 out of 5 stars
    The chat app for accounting. Integrates with Xero, Hubdoc, Dext and more. No more endless email threads and spreadsheets

    Overview

    Are you buried under emails and overwhelmed with client communications all over the place? Are you worried about handling clients’ data over WhatsApp?

    Meet TIM, the chat app built specifically for accountants, accountancy firms and their clients.

    TIM allows you to collaborate with your team in a WhatsApp-like interface you already know and love to:

    •  Query transactions
      
    •  Request and upload documents
      
    •  Reconcile transactions
      
    •  Organise client communications
      

    TIM is connected to Xero, Dext, Prepare, Hubdoc, AutoEntry and Datamolino which allows you to pull and push records and documents in and out of the chat.

    We are the chat app made for accounting.

    Explore all features of Timworks

    Timworks + Xero

    Enabling a Xero integration allows you to bring Xero bills in Timworks conversations seamlessly.

    Once you bring bills in a conversation, all the conversation participants will be able to see the bills (even if they do not have a Xero account).

    Only users who are Admin/Owners or Manager can search for Xero bills on Timworks, regardless of whether they have a Xero account or not.

    When you disconnect the integration, the bills are no longer accessible on Timworks but the bills who have been shared in conversations are still accessible.

    Reviews & ratings

    5.0 out of 5 stars
    6 Reviews
    5 star(100%)
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    1 star(0%)
    DS
    Dave Sellick
    Posted
    5 out of 5 stars

    ✨ The Future of Client Communication for Accountants?

    💡Instant messaging is now central to the way that I interface with clients on a day to day basis and build those relationships. ❗However, Whatsapp isn't a long term fit (for many reasons, including security/ team experience/ audit trail) and Slack has been a nightmare to manage across multiple clients. 👍Timworks offers the best of both of these platforms, with additional features that specifically optimise it for use across an Accounting Practice client base & team. 🚀The roadmap is extensive and the team are dropping improvements regularly, with a really receptive mentality to user feedback. 🔥I'm a big fan of the team and expect this app to be on every Accountants' radar soon
    MC
    Michelle Cook
    Posted
    5 out of 5 stars

    Excellent Flexibility.

    Am really impressed with how TIM can interact between accounting software and chats. So handy not to have to leave what we're working on in Xero to trawl through loads of emails and go back and forth between the two. An excellent piece of kit!

    Response from Timworks

    Thank you, Michelle! ⚡️🙏
    MB
    Magda Braglewicz
    Posted
    5 out of 5 stars

    Great communication tool for accountants

    TIM is a great communication tool for any accountant. It saves time and frustration with getting too many emails. It's very easy to use and it's so helpful that you can directly connect to Xero.

    Response from Timworks

    Thank you, Magda! Glad that we can be helpful. 🙏💥

    Additional info

    Shared data

    Xero
    Timworks
    Tax Ratesshared from Timworks to Xero
    Invoicesshared from Timworks to Xero
    Contactsshared from Timworks to Xero
    Accountsshared from Timworks to Xero

    App details

    Added in 2021

    Countries

    United Kingdom

    Languages

    English

    Support

    Setup walkthroughContact supporthelp@timworks.com

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    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.