Overview
Rechargly is a software disbursements platform that empowers accounting and bookkeeping firms to manage any software that they pay for on behalf of their clients.
We turn needlessly complex CSVs into paid invoices while giving your practice control of partner discounts split and margins.
Join hundreds of forward-thinking firms that have transformed how they handle disbursements.
Rechargly + Xero
Rechargly automates software disbursements for your firm. From reconciliations and invoicing to recurring billing, we streamline the entire process, eliminating tedious work while helping accounting firms make more money.
Getting setup is seamless in three simple stages:
Charges:
- Import: Import disbursement charges from any software vendor effortlessly, whether through automated processes or manual uploads.
- Discount Splits: Choose to retain vendor discounts or pass them on to your clients, giving you full control over your pricing strategy.
- Customer Mapping: Associate charges with specific contacts from your accounting software.
Agreements:
- Create: Clients are notified of the charges to be reimbursed. They agree to the auto-charge agreement.
- Flexible Billing: Clients input their billing details and authorise future charges to their account.
Invoices:
- Payment Collection: Outstanding invoices are collected through Stripe or your designated billing provider.
- Reconciliation: Invoices are automatically reconciled in the accounting firm's accounting software upon payment collection.
Getting started
Create a Rechargly account and upload your first vendor charges into the platform. Connect your Xero and map charges to your clients.
Don’t pay until you go live and you start recharging your clients. Getting started is simple! Connect your Xero in just a few seconds by visiting the “Apps” page.
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GW