ERP Software for Accounting Firms & Agencies
Manage clients, teams, payroll, and finance with modular precision, built for firms that value control and clarity.
Built for Multi-Client Operations
Integrate Path helps accounting firms and service agencies streamline operations across multiple clients, departments, and teams. Whether you're running payroll for clients, managing internal staff, or tracking billable hours, our modular ERP adapts to your workflows, not the other way around.
Common Challenges We Solve
Disconnected HR, payroll, and finance tools
Manual data entry across client accounts
Limited permission control for staff and contractors
Lack of audit-ready reporting and compliance tracking
How Integrate Path Helps
HR & Payroll
- Manage employee records and contractor profiles
- Configure allowances, deductions, and pay schedules
- Run payroll across multiple clients or departments
- Track leave, attendance, and compliance
Finance & Billing
- Record bills, purchases, and payments
- Map transactions to the chart of accounts
- Generate client-specific reports and audit logs
- Configure tax logic and multi-currency support
Tailored Demo for Firms
When you request a demo, we configure your workspace to reflect how your firm operates:
- Multi-client setup with isolated data
- Sample payroll runs and financial records
- Role-based permissions for staff and contractors
- Add-on previews for onboarding, timesheets, and reporting
Permissions & Workspace Isolation
- Create separate workspaces for each client or department
- Define granular access levels for staff, managers, and contractors
- Maintain data integrity across teams and projects
Get started today!
Ready to see how Integrate Path fits your firm?
Request a tailored demo or start with the free plan today.
