AdvicePay is the only billing and payment solution designed for financial planners and their unique business needs. Explore the features created to serve you and your clients.


Overview: How AdvicePay Works

Overview: How AdvicePay Works

Flexible Billing Options

Flexible Billing Options

Payment Processing

Payment Processing

eSignature Integration

eSignature Integration

RIA Compliance

RIA Compliance

Data Security

Data Security

Fee Calculator

Fee Calculator

Personalized Support

Personalized Support

Customizable Client Experience

Customizable Client Experience

Accounting Software Integration

Accounting Software Integration

Industry Integrations and Partnerships

Industry Integrations and Partnerships

Easily Export Your AdvicePay Data to Quickbooks, Xero, or Sage One

Not only does AdvicePay save you time and custody risk in handling your billing and payment transactions with clients — we also save you time in running your business!

Don’t Manually Enter Your Books

We’re excited to share our strategic partnership with Business Importer, a software designed to help you upload data into Quickbooks, Xero, or SageOne.

 

All Yours — For No Extra Cost

Best of all? Your Business Importer account access is included with your AdvicePay Professional or Enterprise subscription.

How It Works

Business Importer

  • Easily download your AdvicePay Transaction Report at any time
  • Use your free Business Importer access via the link in the AdvicePay system
  • Organize your data to match your bookkeeping data set up
  • Upload your data with Business Importer

Spend more time working with your clients and less time on the operations of your business. That’s our goal at AdvicePay.


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Read the Help Desk article on Accounting Software Integration >>