Risper CRM
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Accounts HUB — UK
Super Admin

Accounts HUB — UK

Premium

Connect your CRM to live UK accounting data

Finance & Compliance
Overview

<p><strong>Accounts HUB</strong> syncs your CRM with real-time accounting information from UK businesses. Pull financial data, payment history, and company details directly into your customer records without manual entry.</p><p>Know your customer's financial health instantly. See payment patterns, credit status, and account standings alongside your sales pipeline. Make faster decisions with complete visibility.</p><p><strong>What you get:</strong></p><ul><li>Live UK company financials and credit data</li><li>Automatic payment history syncing</li><li>Financial alerts for risk management</li><li>No spreadsheets or manual updates</li></ul>

📈 Proof of Impact Projected — based on typical results for teams like yours.
0%
Client retention growth
0 hrs/week
Time saved across your team
💰
+0%
Revenue uplift · /yr
🤝
+0%
Client retention
+0%
Client score
👉 Drag to match your team — see your results Team size: 10 people
Who benefits: AgentsClients
Features
  • See live UK financial data in CRM records
  • Spot payment risks before they happen
  • Sync accounting info automatically
  • Make credit decisions faster
  • Reduce bad debt exposure
How It Works
1
Add your UK clients and their obligations.
2
The hub tracks every deadline and status.
3
Reminders fire ahead of each due date.
4
Mark filings complete and keep the audit trail.
Benefits
Never miss a UK deadline
Every HMRC and Companies House obligation tracked with reminders.
Audit-ready compliance
A clear record of every filing and status for each client.
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