Connecting your accounting software to Nimbla

A guide to the benefits of connecting your accounting software to the platform, and some answers to common queries

Nimbla is a tech focused company, with our system analysing multiple different data sets to provide our risk team with the information they need to determine pricing and limits available. By linking your accounting software to our platform and giving us access to your accounts receivable, you gain the following benefits:

  1. You will not need to manually upload your invoices to the Nimbla platform – instead they will pull through to allow you to quickly and easily see the associated Nimblex risk rating with each invoice, and insure the ones you want. Additionally, when you mark an invoice as paid in your accounting software it will update your Nimbla account too.

  2. We offer a set cover limit on each debtor, but by connecting your accounting package and showing us a reliable history with the debtor we may be able to offer both lower premiums and a potential 350% increase on the total cover we have available.

You can link your accounting package from within your Nimbla platform, through the menu on the left hand side. Your data is fully encrypted and protected, and we won’t use it for anything else than providing you with a detailed risk assessment. See below for a short FAQ on common issues. If we do not yet have the capability to support yours, then contact our support team who will see if we can help.

FAQS About Syncing

What Account Packages do you currently support?

  • Xero
  • Sage 50
  • Sage Business Cloud (formerly ‘Sage One’)
  • FreeAgent
  • QuickBooks Online
  • FreshBooks
  • KashFlow

If you have connected your accounting software successfully but aren’t seeing the invoices you would expect to see in Nimbla, there are several possible reasons for this.

Are they paid already?
We don’t display any fully paid invoices in Nimbla because you wouldn’t need to insure those. We don’t show any that are classed as ‘void’ in your accounting software either.

Are they draft invoices?
We don’t display draft invoices in Nimbla because they must be issued to your customer before we can insure them.

Are the dates correct?
As long as they aren’t paid or draft, we will show all invoices — no matter what the issue dates or due dates are. However, the list of invoices is sorted by issue date and the most recent ones are at the top. If you believe the invoices are current but you still don’t see them, please check the date on them in your accounting software, perhaps they have the wrong year on them.

Were they very recently updated?

If you only recently added or updated an invoice in your accounting software, it may not have been sent to Nimbla yet. Changes can take up to an hour to reach Nimbla.

Have you recently integrated with Nimbla?
It can take up to an hour for the invoices to reach Nimbla after you sync up your accounting software.

Still can’t see them?
Please call 020 3984 8833 or email
[email protected] to contact our support team.

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