Integrations: TaskVision
Effortless data synchronisation, instant business impact
TaskVision provides a no-code solution for system integration. It enables you to seamlessly connect disparate business systems and start aligning your data within minutes.
Turn siloed data into high-value information for easier and faster decision making. Remove the need for manual and duplicate data entry, reduce the chance of human error and benefit from knowing all your data is accurate across all systems.
“TaskVision is a truly brilliant platform, and we’re incredibly grateful to have it. The integration between Abillity and Xero has vastly improved our Credit Control process.”
Allie Lander, Head of Accounts
Combined Networks
Why use TaskVision?
Your data is kept safe
Secure by design, you data will be encrypted and safely stored in UK or Western European data centres.
Data flow your way
Choose from a two-way sync of data between applications or select any data flow direction.
You’re in control
You’ll have full administrative control over your integrations to customise mappings, including bespoke fields.
Full audit trail
The platform is fully audited, you’ll have access to your entire sync history.
Clear oversight
Monitor the health status of your integrations and see real-time updates for each sync.
Choose an integration that works for you
There’s no need for dedicated resources, copious investment and lengthy lead times. TaskVisions’ library of integration connectors and intuitive self-serve interface enables you to connect data across multiple systems effortlessly.
TaskVision in practice
By connecting Abillity and Xero, there’s no longer the need to export and import invoices after each bill run as they will automatically be posted to Xero when dispatched. Any changes to company information are also synced, along with product breakdowns on the invoices, making everything easily accessible for your customers too.
Combined Networks transformed their credit control process with Xero and TaskVision, read their story here.
Streamline your data for all round benefits
Save time
Boost efficiency, reduce manual tasks and eliminate data duplication.
Trust in your data
Improve data accuracy for better decision-making.
Answer queries quickly
Enhance customer experience with a single source of truth across all touchpoints.
Efficiency savings
Enjoy operational cost savings through optimised workflows.
Scales with your business
Future-proof your operations by easily adding integrations as your business grows.
Supports GDPR
Helps towards compliance with the GDPR regulations through keeping up-to-date data across all systems.
How our partners use TaskVision to improve their day-to-day working
Automated customer creation
When sales convert a prospect, customer creation is automated within Abillity, including CLIs and Service Charges.
Up-to-date information on all platforms
Updates are made to customer information in Abillity and the changes immediately appear within the CRM, marketing and accounting systems.
Protect your data and keep systems safe
Reducing the number of users with direct access to the billing system by surfacing key information in the CRM and other operational systems.
Invoice information workflow
The monthly bill run is completed in Abillity and all invoice details automatically flow to the accounts package.