Contacts

Every client and supplier, linked to every transaction.

One searchable list of clients, suppliers and contractors. Finn matches transaction counterparties to the right contact automatically.

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ContactsLive
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F3 invoices, 1 bill and 12 transactions, all linked to that contact.
FFinn linked every transaction to the right contact.
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In short

AccountsOS includes a lightweight CRM: contacts categorised as clients, suppliers, contractors or directors, with company name, contact person, email, phone and address. Transactions auto-match to contacts via fuzzy name matching, and each contact has a linked-transactions / invoices / bills view.

4
Contact types
Auto
Transaction matching
360°
Per-contact view

Everything it does

Contact types

  • Clients (people you invoice)
  • Suppliers (people you pay)
  • Contractors (1099/self-employed)
  • Directors (you and your co-founders)

Per-contact data

  • Company name + contact person
  • Email + phone + address
  • Default VAT treatment
  • Default currency
  • Notes and tags

Linking & matching

  • Auto-match transactions by fuzzy counterparty name
  • Create contacts on-the-fly during invoicing or expense entry
  • Per-contact transactions, invoices, bills view
  • Aged debtors / aged creditors per contact

Capabilities at a glance

4 contact types: client, supplier, contractor, director

Full contact details + tags + notes

Auto-match transactions via fuzzy name matching

Create contacts inline from any workflow

Per-contact transaction / invoice / bill view

Aged debtors and aged creditors built in

Search and filter by type, name, email, phone

Multi-trading-entity contact lists

How It Works

1

Create a contact

Or let us create one for you when you invoice or import bank transactions.

2

Auto-link

Future transactions matching this contact's name are linked automatically.

3

360° view

Open any contact to see every linked transaction, invoice and bill: plus their aged balance.

4

Take action

Create an invoice, mark a bill paid, schedule a chase: all from the contact view.

By the numbers

Fuzzy
Vendor matching
Counterparty → contact link
Inline
Create on the fly
During invoicing or expense entry
Search
Across everything
Name, email, phone, type

Real-world Use Cases

Top customer

Open Acme Ltd's contact. See every invoice (paid + outstanding), aged debtors, payment history. Create a new invoice in two clicks.

Recurring supplier

AWS as a supplier. Every monthly bill auto-matched. Per-contact spend chart shows trend.

Contractor at 1099 time

For US contractors over the $600 threshold, the contact view feeds the 1099-NEC generator.

Why founders pick this over the spreadsheet

Stop re-typing client details every invoice

Aged debtors and creditors without a separate report

Spot biggest customers and biggest suppliers at a glance

Single source of truth for who owes what

Frequently Asked Questions

Is this a full CRM?

It's lightweight: built for accounting purposes (invoicing, billing, payment chasing). For sales pipeline / deal management, integrate with a dedicated CRM. We provide contact data plus transaction history per contact.

How does fuzzy matching work?

We match counterparty strings to existing contacts using normalised distance scoring (handles 'AWS', 'AMAZON WEB SERVICES', 'A.W.S.' as the same vendor). Suggestions surfaced for review when confidence is moderate.

Can I create a contact during invoice entry?

Yes. Type a new name in the client field and we create the contact inline.

Per-entity contact lists?

Yes. Each trading entity has its own contact list. No accidental cross-entity invoicing.

Can I import contacts from elsewhere?

Yes: CSV import. Or invite contacts via existing transaction history (we'll suggest creating contacts for unmatched counterparties).

Explore more of AccountsOS

Invoicing

Issue, send, track and get paid, without lifting a finger after the first invoice.

Bills & Accounts Payable

Know what you owe, when, to whom. Pay without a spreadsheet.

Expenses & Mileage

Out-of-pocket spend captured, approved, paid back. HMRC mileage and home office calculated for you.

Projects & Pipeline

Track work from pitch to paid.

Ready to try Contacts (Lightweight CRM)?

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