BrightManager + Microsoft Excel Integrations
Put BrightManager + Microsoft Excel to work with AI and enterprise-grade automation
Learn more about BrightManager integrations or talk to a human
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between BrightManager and Microsoft Excel
See the kind of workflows teams build with BrightManager and Microsoft Excel below — describe the exact one you want above and the Agent builds it on demand.
BrightManager + Microsoft Excel
When a client is deleted in BrightManager, update the corresponding record in Microsoft Excel.
Generate invoices from approved project records
When a document record status changes to approved in Microsoft Excel, automatically create an invoice in BrightManager so client billing moves forward promptly.
See details
Log payment confirmations directly inside project documents
When a payment is received in BrightManager, automatically append text to the matching client document page in Microsoft Excel confirming the updated balance.
See details
Track overdue invoices in account management documentation
When an invoice becomes overdue in BrightManager, automatically add a record in Microsoft Excel so account representatives are notified to follow up.
See details
Browse the full workflow library →
Looking to achieve something else with BrightManager and Microsoft Excel?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for BrightManager and Microsoft Excel
Everything BrightManager and Microsoft Excel can do inside a workflow — the triggers that start one and the actions that run when it fires.
BrightManager Explore BrightManager →
A practice management application specifically designed for accounting and bookkeeping practices to handle workflows and client management.
TriggersTriggers when a Client is created within BrightManager.
Triggers when a Client is deleted within BrightManager.
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Triggers when a Client/Prospect is updated within BrightManager.
Create a new Client within BrightManager
Disable a service for a Client within BrightManager.
Enable a service for a Client within BrightManager.
Marks a Client as NLAC.
Update a Prospect to a Client within BrightManager.
Update a client within BrightManager
Microsoft Excel Explore Microsoft Excel →
Microsoft Excel is a spreadsheet application used for organizing, analyzing, and visualizing data in tabular form.
Knit's Integrations Agent builds Microsoft Excel's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Microsoft Excel's API.
Other Accounting apps on Knit
Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AccountEdge
AccountEdge is desktop accounting software that manages sales, purchases, inventory, payroll, and financial reporting for small businesses.
AccountingSuite
AccountingSuite is a business management software combining cloud accounting, inventory control, and order fulfillment capabilities into one platform.
AdminPulse
AdminPulse is a practice management and time tracking software developed specifically for accounting and bookkeeping professionals.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Alegra
Alegra is a cloud accounting and administrative software that helps small businesses manage invoicing, expenses, inventory, and financial reporting.
Aliaddo
Aliaddo is a cloud business management and accounting platform that provides financial invoicing, inventory tracking, and purchasing controls.
Anchor
An automated billing and proposal management platform designed for professional service providers and accounting firms.
ArcSite
ArcSite is a mobile CAD drawing and estimating application that enables contractors to generate precise floor plans, cost estimates, and client proposals.
Other Productivity & Docs apps on Knit
Explore more Productivity & Docs integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
1st things 1st
1st things 1st is prioritization software designed to help teams analyze, rank, and organize project goals and tasks.
6clicks
A risk and compliance management platform that helps businesses streamline governance, risk assessment, and policy implementation.
7Shifts
7Shifts is employee scheduling and team management software designed for restaurants and the hospitality industry.
Accelo
Accelo is a cloud service operations platform designed to automate client work, retainers, and business management workflows.
Airtable
Airtable is a low-code platform that combines spreadsheet features with relational database capabilities for managing structured data.
Akiflow
Akiflow is a time-blocking productivity app that consolidates tasks and calendar events into a single central schedule interface.
ApproveThis
An approval workflow automation tool that enables teams to review, request, and track approvals for business processes.
Aryeo
Aryeo is a content delivery and order management platform built specifically for real estate photographers and media companies.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about BrightManager + Microsoft Excel
Is there a pre-built BrightManager + Microsoft Excel automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches BrightManager and Microsoft Excel's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built BrightManager or Microsoft Excel connector?
No. The Agent works whether or not BrightManager or Microsoft Excel already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can financial status updates automatically reflect in project documents?
Yes, status updates like received payments or overdue invoices in BrightManager can automatically append notes or update record statuses inside Microsoft Excel.
How does this integration streamline client billing?
Updating a project or record status in Microsoft Excel can automatically generate a matching invoice in BrightManager to eliminate re-keying billing details.