Attio AI integration: one customer record, kept honest

Every company that runs sales in a CRM and finance in an accounting package knows the drift. A customer exists twice, spelled slightly differently. The billing address was updated in Attio but not in the administration, so the invoice bounces. Finance drafts an invoice from memory of what was agreed, and sales finds out a customer is overdue only when the relationship has already cooled.

Nance closes that loop. New customers in Attio are created in the administration once, correctly, and kept in sync afterwards. Invoices are drafted with the deal context attached, payment status is written back onto the record, and any divergence between the two systems surfaces as a finding for you to settle. Attio stays the place your team works; the books just stop disagreeing with it.

What Nance automates with Attio

Customers created once

A new company in Attio becomes a debtor in the administration without a second round of data entry. Names, addresses and billing details land where finance needs them.

Record changes kept in sync

When billing details change in Attio, Nance verifies the change and carries it through to the administration, so invoices stop going to addresses that were updated months ago.

Deal context at invoicing

Invoice drafts are prepared with what was actually agreed in the deal: the amount, the terms, the contact. No digging through notes to reconstruct a conversation.

Payment status where sales looks

Invoiced, paid or overdue is written back to the Attio record, so anyone opening a customer sees the financial state of the relationship, not just the commercial one.

Mismatch findings

When the customer in Attio and the debtor in the administration drift apart, in name, entity or billing details, Nance surfaces the difference as a finding rather than letting it compound.

Debtor follow-up with relationship context

Payment reminders are drafted knowing who owns the account and what is in flight, so a routine chase never cuts across an active conversation.

Connect Attio to Exact Online, Twinfield, Moneybird & Xero

Most Attio connectors are data pipes: they copy fields on a schedule and stop there. Nance is the connection and the colleague in one. It reads Attio, applies your rules and does the actual finance work in your accounting package, with approvals where you want them and every action logged.

Frequently asked questions

Does Nance replace Attio?

No. Attio stays your CRM and the place your team manages relationships. Nance is the agent that keeps the financial side of those relationships in step with the administration.

Does Nance write into Attio?

Only the attributes you allow, typically invoice and payment status. Your objects, lists and workflows stay as your team configured them.

How does Nance connect to Attio?

Through a secure, scoped connection with access you control and can revoke at any time. Nance reads only what it needs and logs every action it takes.

Where does the actual bookkeeping happen?

In your accounting system. Nance reads context from Attio and does the creating, drafting and checking in the administration, within rules you set and with approval where you want it.

Your CRM and your books, telling the same story