Xero
AccountingTwo-way sync between RosterBook and Xero, so your books and your bookings never disagree.
- Invoices, bills and payments sync both ways
- Account & tax-code mapping you control
- Sync-health panel shows exactly what's flowed
Integrations
A short list, on purpose.
RosterBook replaces the patchwork, so there's less to integrate. Connect your books, your inbox and your marketing list. Everything else an agency stitches together is already inside.
Sage Accounting
AccountingThe same two-way sync for desks that run on Sage. Connect once, reconcile never.
- Invoices, bills and payments sync both ways
- Account & tax-code mapping you control
- Sync-health panel shows exactly what's flowed
QuickBooks
AccountingDesks on QuickBooks get the same treatment: invoices and bills flow both ways without re-keying.
- Invoices, bills and payments sync both ways
- Account & tax-code mapping you control
- Sync-health panel shows exactly what's flowed
Gmail
EmailConnect a Gmail account and the conversation lives with the work, not in someone's inbox.
- Threads attach to bookings, opportunities, companies and contacts
- A shared team inbox for triaging enquiries together
- Forward enquiries to a RosterBook address, parsed into your pipeline
Outlook
EmailRun your desk on Microsoft? Connect Outlook and threads land in the same places Gmail's do.
- Threads attach to bookings, opportunities, companies and contacts
- Works with the shared team inbox
- Forward enquiries to a RosterBook address, parsed into your pipeline
DocuSign
Document signingRosterBook's e-sign is built in, but if your clients' legal teams insist on DocuSign, connect it and keep the same flow.
- Send confirmations for signature via DocuSign
- Signed documents land back on the booking
- Signature status tracked alongside the booking
Mailchimp
MarketingKeep your marketing list warm without exporting CSVs. Your client book stays in step with your audiences.
- Sync clients and contacts to Mailchimp audiences
- New contacts flow across as they're added
- Segment by the client data you already keep
Your website
Calendars & APIPut live availability where clients already look: on each talent's public page, or on your own site.
- Shareable public availability calendar per talent
- Subscribable iCal feed for any calendar app
- API access to your roster and availability
You won't need to integrate what's already inside.
The subscriptions most agencies pay for separately are RosterBook features, on every plan or from Plus.
E-signature
Confirmations signed by typing or drawing on a branded page, with no e-sign subscription needed, unless you want your DocuSign.
Invoicing & payments
Client invoices, talent bills, Quick Pay and remittances, with no separate billing tool.
Client & talent portals
Whitelabelled, invite-only self-service, with no customer-portal add-on.
Tasks & collaboration
My Tasks, @mentions and notifications, with no project-management tool on the side.