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.

Nance + Attio.

CRM & sales

Nance keeps customer records in Attio and your accounting system aligned, carries deal context into invoicing and brings payment status back to where your team actually looks.

Book a demo See how she works

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.

Why connect Nance to Attio.

The connection and the colleague in one

She reads Attio, applies your rules and does the actual finance work in your accounting system.

Nothing posts outside your rules

You decide what runs automatically and what waits for approval. Every action logged, with the why attached.

One agent across the stack

Payments, commerce, CRM, spend and inboxes: one set of rules and a full audit trail between them.

Up and running in three steps.

Connect
Through the official Attio API, with scoped access. Nothing to install and nothing to migrate.
Set the rules
What she books on her own, what waits for you, who approves. Start anything as a Test Run: a read-only preview first.
She works daily
What arrives in Attio is read, matched and booked in your accounting system. Exceptions come to you with context.

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.

Access and security

No bank connection, no bank credentials, ever
Her own user account with scoped permissions
Every action logged, visible and attributable
Test Run: read-only preview before anything changes
Hosted on Google Cloud in the EU
Your data never trains AI models

Frequently asked questions

Connect Attio to Exact Online, Twinfield, Moneybird, Xero and QuickBooks

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.

Exact Online

Book, reconcile and close inside your Exact Online administration

Twinfield

Automated processing and period checks across Twinfield administrations

Moneybird

Keep your Moneybird books current and VAT-ready, automatically

Xero

Automate invoice processing and reconciliation in Xero

QuickBooks

Bills coded, bank lines matched and debtors chased inside QuickBooks Online

Security is part of the job.

Nance works inside your financial systems, so we treat protecting them as core product work. The live details are public in our trust center.

Encrypted everywhere

AES-256 at rest, TLS in transit.

GDPR compliant

a standard DPA with every plan.

ISO 27001

certification in finalization.

Hosted in the EU

on Google Cloud, by default for everyone.

Never trains AI models

your data stays yours alone.

Payments stay at your bank

Nance prepares the batch, you release it.

Open the trust center →More on security →

✓ Booked 42 purchase invoices✓ Matched €18,430.00 in bank transactions✓ Flagged 1 duplicate from Coolblue✓ Prepared Thursday's payment run✓ Chased 6 overdue invoices✓ Held 1 changed IBAN for review✓ Refreshed the cash dashboard✓ Closed February, clean

✓ Matched €18,430.00 in bank transactions✓ Flagged 1 duplicate from Coolblue✓ Prepared Thursday's payment run✓ Chased 6 overdue invoices✓ Held 1 changed IBAN for review✓ Refreshed the cash dashboard✓ Closed February, clean✓ Booked 42 purchase invoices

✓ Flagged 1 duplicate from Coolblue✓ Prepared Thursday's payment run✓ Chased 6 overdue invoices✓ Held 1 changed IBAN for review✓ Refreshed the cash dashboard✓ Closed February, clean✓ Booked 42 purchase invoices✓ Matched €18,430.00 in bank transactions

✓ Prepared Thursday's payment run✓ Chased 6 overdue invoices✓ Held 1 changed IBAN for review✓ Refreshed the cash dashboard✓ Closed February, clean✓ Booked 42 purchase invoices✓ Matched €18,430.00 in bank transactions✓ Flagged 1 duplicate from Coolblue

✓ Chased 6 overdue invoices✓ Held 1 changed IBAN for review✓ Refreshed the cash dashboard✓ Closed February, clean✓ Booked 42 purchase invoices✓ Matched €18,430.00 in bank transactions✓ Flagged 1 duplicate from Coolblue✓ Prepared Thursday's payment run

✓ Held 1 changed IBAN for review✓ Refreshed the cash dashboard✓ Closed February, clean✓ Booked 42 purchase invoices✓ Matched €18,430.00 in bank transactions✓ Flagged 1 duplicate from Coolblue✓ Prepared Thursday's payment run✓ Chased 6 overdue invoices

✓ Refreshed the cash dashboard✓ Closed February, clean✓ Booked 42 purchase invoices✓ Matched €18,430.00 in bank transactions✓ Flagged 1 duplicate from Coolblue✓ Prepared Thursday's payment run✓ Chased 6 overdue invoices✓ Held 1 changed IBAN for review

✓ Closed February, clean✓ Booked 42 purchase invoices✓ Matched €18,430.00 in bank transactions✓ Flagged 1 duplicate from Coolblue✓ Prepared Thursday's payment run✓ Chased 6 overdue invoices✓ Held 1 changed IBAN for review✓ Refreshed the cash dashboard

Hire Nance.

Connected to Attio in an afternoon, and we walk you through it.

Book a demo See pricing