Partners and Integrations
How to set up and use the Xero Intgeration
The Xero integration is £4 per month for all of your clients, not per client. It's a fee that is charged to us at Engager, so we have to pass this cost on To start the integration, please head to Settings - Integrations - Select Xero Click on ...
How to use Xama and Engager for AML Checks
Do you struggle to stay on top with your AML checks for the company and personnel? Worried that these things might slip? This is where having an integration with a leading AML expert comes is ideal - let them do the heavy lifting so that you’re free ...
How to use Armalytix in Client Engager
Bank Fetch is powered by our friends at Armalytix, this tool requires an account and subscription at Armalytix. In this video we take a look at how the bank fetch feature works. There’s also a step-by-step guide walking you through how to use the ...
How to use Armalytix in Client Engager
Bank Fetch is powered by our friends at Armalytix, this tool requires an account and subscription at Armalytix. In this video we take a look at how the bank fetch feature works. There’s also a step-by-step guide walking you through how to use the ...
Using Crezco in Client Engager
Crezco powers our payment request tool by using open banking they provide a free payment tool that works with the majority of UK banks. In this video we take a look at how this feature works. To use this feature you will need an account with Crezco