AdvicePay Financial Advisor Community Blog

Announcing our B-Importer Software Integration

February 06, 2019 By Mary Moore
Mary Moore


We know you have been asking for it, so we are thrilled to announce the launch of our B-Importer software integration. 

In order to enhance your overall experience, we are now partnering with B-Importer so that you can import your AdvicePay data into Quickbooks, Xero, and Sage One. If you are a Professional or Enterprise subscriber, this feature comes at no extra charge. Basic subscribers -- this is just another reason to upgrade your account! :)

  • Easily download your AdvicePay Transaction Report at any time
  • Use your free Business Importer access via the link in the AdvicePay system
  • Organize your data to match your bookkeeping data set up
  • Upload your data with Business Importer

Visit our HelpDesk to learn how to set up your B-Importer account and begin the registration process.

Register for a Demo

We will be hosting demonstrations on the B-Importer integration with our partners, FA Bean Counters. Register for an upcoming demo below. 


February 7, 2019 | 12:30 PM MST



February 12, 2019 | 9:00 AM MST


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Posted by Mary Moore

Mary leads the ongoing product development of AdvicePay. Since she holds a degree in Financial Planning from the University of Illinois, grew up on a farm, claims to have an inner Pioneer Woman, and now is a passionate remodeler of her 1910’s craftsman house, Mary is pretty much the perfect person to make everything-AdvicePay better. When she’s not changing the world through billing and payment solutions, Mary can be found at her favorite PureBarre class or sipping drinks in a local spot, dreaming of her one-day vacation to Bora Bora.