Finance Plug-ins and Integrations

What Finance integration/plug-in is best for you?

This page is an overview of the Financial Plug-ins on offer for the accessplanit platform

Choosing the right finance integration is an important part of configuring your accessplanit platform. The most suitable option will depend on your organisation's existing finance systems, payment requirements, business processes and long-term goals.

This comparison guide has been designed to help you evaluate the finance integrations available within accessplanit by providing an at-a-glance overview of each option. Rather than reviewing each integration individually, the comparison table highlights the key differences, including the primary purpose of each integration, its benefits, potential considerations, estimated implementation effort, complexity, and any prerequisites for setup.

Whether you're looking to accept online payments, integrate with an existing merchant provider, or automate the synchronisation of financial data with your accounting software, this guide will help you identify the solution that best aligns with your organisation's needs.

When making your decision, consider factors such as your current finance software, preferred payment provider, implementation timescales, technical requirements, and the level of ongoing maintenance your team can support. While some integrations can be configured in under an hour, others may require additional planning, configuration, or third-party involvement to ensure a successful implementation.

Payment Gateway Integrations

The following payment gateway integrations are available to plug into your accessplanit booking process.

Integration	Purpose	Key Benefits	Considerations	Typical Setup Time	What's Required	Complexity	Relevant Help Guide

Integration	Purpose	Key Benefits	Considerations	Typical Setup Time	What's Required	Complexity	Relevant Help Guide
Stripe	Organisations wanting a quick, modern payment solution	✔ Fast to set up ✔ User-friendly checkout ✔ Widely supported ✔ Secure payment processing	Transaction fees apply Requires a Stripe account	30–60 mins	Stripe account, API keys, Super Administrator access	🟢 Easy	Stripe Integration
Opayo	Online card payments	✔ Trusted UK provider ✔ Secure payments ✔ Reliable integration	Merchant account required Additional credentials needed	1–2 hours	Opayo account, Vendor credentials, API details	🟢 Easy	Opayo (formally SagePay) Configuration
PayPal	Online payments	✔ Trusted worldwide ✔ Quick implementation ✔ Popular with customers	Customers leave the checkout to complete payment PayPal fees apply	30–60 mins	PayPal Business account, API credentials	🟢 Easy	PayPal Configuration
WorldPay	Online card payments	✔ Enterprise-grade platform ✔ Secure payment processing	More configuration than Stripe Merchant account required	2–4 hours	WorldPay account and integration credentials	🟡 Medium	WorldPay Integration
Adyen	Online card payments	✔ Global payment support ✔ Multiple currencies ✔ Scalable platform	More advanced configuration Best suited to larger organisations	2–4 hours	Adyen account, API credentials	🟡 Medium	Ayden Integration
WPM Education	Online payments	✔ Built for education sector ✔ Familiar workflows	Limited to organisations using WPM	1–2 hours	WPM Education account and credentials	🟡 Medium	WPM Education Integration
Zynk (Sage)	Finance synchronisation	✔ Automatic invoice synchronisation ✔ Reduces manual data entry ✔ Improves accuracy	Doesn't process payments Requires Zynk licence and Sage	Half day – 1 day	Zynk licence, Sage, finance mapping	🔴 Advanced	Zynk Integration - Sage
PayGate		TBC	TBC	TBC	TBC	TBC	TBC
API v2	Custom Booking Portal & Payment Gateway	✔ Fully branded booking portal and checkout experience ✔ Freedom to integrate with any payment gateway (including providers not natively supported by accessplanit) ✔ Complete control over the customer journey, design and user experience ✔ Create bespoke features such as course search, shopping basket, My Account, My Bookings, My Invoices and eLearning access ✔ Supports discount codes, delegate management and placeholder bookings ✔ Easily scalable to meet complex business requirements and future growth	Requires significant development resource to build and maintain the solution Native accessplanit payment gateway integrations cannot be used with a custom shopping basket Payment gateway integration must be developed and maintained by your organisation Ongoing support for custom code remains the responsibility of your development team Additional planning, testing and API knowledge are required before implementation	Several weeks – Months	API v2 module enabled Developer resource Website or portal capable of consuming API feeds Payment gateway API/documentation Defined booking journey and business requirements	🔴 Advanced	Build your own Booking Portal & Shopping Basket using the API v2 Feeds

Invoicing Integrations

The following integration options are available to connect your accessplanit invoices to your finance system

Integration	Purpose	Key Benefits	Considerations	Typical Setup Time	What's Required	Complexity	Relevant Help Guide

Integration

Purpose

Key Benefits

Considerations

Typical Setup Time

What's Required

Complexity

Relevant Help Guide

API v2 & webhooks

Custom Finance Integration

Real-time data synchronisation
Supports almost any finance system with an API
Highly flexible and customisable
Can automate invoicing, payments, customer updates and more
Scales well as business requirements evolve

Requires development or an integration partner
Ongoing maintenance may be needed if APIs change
Business rules and mapping need to be designed and tested
Higher implementation cost than standard integrations

2–8 weeks (depending on the complexity of the integration and third-party systems)

API v2 access
Technical developer or integration partner
Finance system API documentation
Data mapping between systems
Optional middleware (e.g. Power Automate, Azure Logic Apps, Make, Zynk or custom integration platform)

🔴 Advanced

CSV/Import-Export

Manual or scheduled import and export of CSV files between accessplanit and a finance system.

Transfer financial information between systems where automation isn't required or supported.