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At Clarity Street, one of our biggest priorities is keeping track of what’s happening in the accounting tech space, so you don’t have to. New features and integrations roll out constantly, and it can be hard to know which ones actually make a difference to your firm. Rechargly, a payments automation platform many firms rely on to simplify recurring billing and collections, has recently launched some important updates. Here’s a closer look at what they’ve introduced, and why it matters for accounting and bookkeeping practices. Practice Connect: Tracking Client Costs with Less EffortRechargly’s new Practice Connect ensures every disbursement such as Xero, Dext, ASIC or other vendor charges is automatically tracked and billed to the right client. Instead of manually re-keying costs, the integration maps invoices directly to jobs and clients in Xero Practice Manager (XPM), creating one central source of truth for disbursements. From a workflow perspective, this cuts the back and forth of chasing clients, reduces admin, and makes recurring payments easier to set up. It also speeds up onboarding by keeping all disbursement data in one place instead of spread across emails, spreadsheets and vendor portals. XPM Integration: Strengthening the Core App StackThe big news for Xero Practice Manager users is the new direct integration between Rechargly and XPM. This means that client data and invoicing details can flow automatically between the two platforms. No more duplicate entries, no more mismatched records. For firms already using XPM as their hub, this integration helps close the loop between client management and payment processing. The result is less manual handling, fewer reconciliation headaches, and ultimately better consistency across the app stack. Why These Updates MatterWhen it comes to firm efficiency, payments are often the silent time-waster. Teams spend hours chasing late payers, reconciling invoices or updating client records across multiple systems. Features like Practice Connect and direct XPM integration remove many of those roadblocks. Here’s what that means in practice: ● Improved cash flow – recurring payments get set up faster and more reliably. ● Reduced admin – client data flows automatically, saving your team from double entry. ● Fewer errors – less manual handling means cleaner data and fewer reconciliation issues. ● Happier clients – onboarding feels smoother when firms aren’t chasing the same details multiple times. The Bigger PictureAt Clarity Street, we’re always talking about the importance of a well-connected app stack. These new updates from Rechargly are a good example of how incremental improvements can have a big impact on daily operations. By integrating payments directly into practice management, firms can create a more seamless workflow that saves time and strengthens the client experience. Rechargly’s updates are another step forward in the industry’s push toward greater automation and integration. For accounting and bookkeeping firms, the takeaway is simple: the less time you spend managing payments, the more time you have to deliver real value to your clients. For more information on what’s new at Rechargly, check out their latest product update feature. If you’d like to explore how Rechargly or other apps might fit into your firm’s systems, the Clarity Street team is here to help. We spend our days working with accountants and bookkeepers to make sense of the cloud ecosystem and to design workflows that actually work. Reach out to us anytime to start the conversation.
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AuthorClarity Street was conceived from years of engaging with Accounting firms on a daily basis and a constant desire to make Accounting firms & SME’s more efficient and profitable. Archives
November 2025
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