Socket, the purpose-built client engagement platform for accounting and bookkeeping practices, has started beta testing their integration with Adfin, the intelligent payments platform also designed for accountants and bookkeepers.

The strategic partnership brings a unified solution to one of the industry’s most persistent challenges: getting paid on time, and without the admin burden. The integration is open for early access to beta testers and makes its debut to all Socket and Adfin users from 10th of July.

Changing the Proposal-to-Payment Game

This is Socket and Adfin’s first publicly available integration that connects proposals, mandates, invoicing, and payments into a single streamlined experience. This means practices can now send a proposal, capture direct debit details, issue invoices, and reconcile payments automatically, all without leaving Socket.

Key Integration Features

• Direct debit mandates captured as part of the proposal signature flow.
• Flexible rollout for existing clients with minimal disruption.
• Existing clients can transition without signing a new proposal.
• Multi-method payment options for clients (card, bank transfer, direct debit).
• Automated invoice generation, follow ups, payment retries, and reconciliation and via Adfin.

“This integration is a game-changer for practices that want to streamline their operations: a seamless journey from proposal to payment.” said Tom Pope, Co-Founder and CEO at Adfin. “It’s about making their lives easier by giving them the right tools, while getting paid without the hassle"

Both companies were founded to challenge legacy tools that weren’t fit for the realities of modern firms:

“We both set out to solve the same fundamental problem: broken workflows that waste time and cause headaches” adds Jonathan Gaunt, Co-Founder of Socket and practice owner of FD Works. “At FD Works, we’ve seen an immediate impact with the integration. Clients get a better experience, and we’re able to automate even more. It just works like clockwork.”

See The Integration In Action

To be the first to see the integration in action, register for the upcoming webinar with Socket and Adfin on 9th July 2025: Register for the webinar