Integrate brightmanager with your favorite apps

It links BrightManager to the other tools you already use (CRM, accounting, payroll, email, e-sign) and automates routine work — onboarding, payroll prep, invoicing, reporting and task management — so your team spends less time on admin and more on chargeable work.

Yes. You can set flows that collect timesheets, send reminders to clients or staff, prepare payroll batches, and add audit notes in BrightManager — reducing late runs and compliance risk.

No. viaSocket provides pre-built flows and a simple setup aimed at business operators. You pick the trigger (e.g., new client or completed task), choose actions (create engagement, send invoice, notify), and activate the automation.

viaSocket can use lightweight AI to classify incoming items (like routing new leads or categorising documents), extract key fields from uploads, and recommend next steps. AI speeds decision steps while the automation runs the actual updates in BrightManager.