How to connect your ledger

To get the most out of Know-it, we recommend the first thing you do is connect your ledger!

We currently connect with the below accountancy packages:

• Xero
• QuickBooks
• FreeAgent
• Sage Business Cloud 

Not using one of those accounting tools? Let us know!

Connecting your ledger

Below is an example of how to connect your Xero ledger – same process for QuickBooks, FreeAgent and Sage:

Steps:

1. Go to My Integrations
2. Select Add ledger
3. Choose the ledger you want to add among Xero, QuickBooks, FreeAgent or Sage Business Cloud
4. Allow access and connect Know-it and your ledger

What information does Know-it pull from your ledger? 

• Customers list: name, company registration, address and email address
• Invoices to customers

What can you see once you’ve connected your ledger to Know-it?

Once you’ve connected your ledger to Know-it, you’ll be able to: 

• Get automated Gazettes Notices and Companies House updates on those customers
• Get an overview of your customers’ credit ratings and monitor it
• Get an overview of your unsecured creditors
• Pull credit reports on those customers – we will monitor those credit reports for you for 12 months
• Automatically chase overdue invoices (via email, letter or SMS)
• Request a quote in-app to recover a commercial debt 
• See which invoices are eligible for Credit Insurance and Invoice Finance, and request a quote