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Integrations / Crezco
+Crezco integration for UK accountants
Open banking payment requests from Engager, with Crezco
Engager's integration with Crezco lets accountants and bookkeepers send secure, open banking payment requests directly from Engager. Clients pay invoices by bank payment, which makes payments simpler for them and helps your cash flow.
What you can do
Crezco and Engager, working together
Send a payment link
During onboarding, send a payment link by email or text so your client can sign up straight away.
No merchant fees
Clients pay by regular bank payment with no merchant fees, which means less time spent chasing overdue debts.
See it in action
Watch the Crezco integration
Benefits of integrating
Secure bank payments
Clients pay invoices securely through Crezco's open banking technology.
Payment requests from Engager
Request and process payments from within Engager, without logging in to another platform.
No merchant fees
Crezco does not charge merchant fees on domestic payments. Check Crezco's pricing for current terms.
Clearer cash flow
Track payments as they come in, so you can manage cash flow with confidence.
A simple experience for clients
Give clients a straightforward way to pay that reflects the professionalism of your practice.
How it works
Send payment requests
Raise invoices in Engager and send payment requests through Crezco's secure platform.
Track payment status
Monitor payment statuses in Engager.
Open banking payments
Clients pay via open banking, which reduces payment delays.
Automatic reconciliation
Payments processed through Crezco are reconciled with the relevant invoices automatically.
How to get started
Log in to Engager
Sign in to your Engager account.
Go to integrations
Click Settings and select the Integrations tab.
Connect Crezco
Find Crezco in the list of integrations and click Connect. Follow the steps to link your Crezco account.
Send payment requests
Raise invoices in Engager and use the Crezco integration to send secure payment links to clients.
Questions
Crezco integration FAQs
What is the Crezco integration with Engager.app?
The Crezco integration lets accountants and bookkeepers collect payments through secure links, so clients can make one-off or recurring payments by open banking.
How does this integration benefit my accounting practice?
By integrating Crezco with Engager.app, you can receive funds instantly into your bank account, eliminate merchant fees for domestic transactions, and automate payment requests, thereby improving cash flow and reducing administrative tasks.
What types of payments can I request through this integration?
The integration allows you to create bespoke payment schedules, including one-off, weekly, and monthly standing orders, providing flexibility to accommodate various client billing arrangements.
Are there any fees associated with using Crezco for payments?
No, Crezco offers fee-free processing for domestic B2B payments up to £250,000, allowing you to save on transaction costs.
How do I set up the Crezco integration in Engager.app?
To set up the integration, navigate to the integrations section within your Engager.app account, select Crezco, and follow the on-screen instructions to connect your Crezco account.
How secure are the payments processed through Crezco?
Crezco uses open banking technology, ensuring high levels of security for both you and your clients during transactions.
Can I send payment links to clients via email or text?
Yes, as part of the onboarding process, you can send a payment link to your clients via email or text, enabling them to sign up and make payments immediately.
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Works with the software you already use
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Engager is practice management software for UK accountants and bookkeepers. Connect the tools you already use, then win, onboard and manage every client from one platform, from £9 +VAT a month with unlimited users.
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