Works with what you already use,
from bookkeeping to CRM
Trainiq connects to what you already have: your accounting package, your payment provider, your CRM, your e-learning. All through one connection, Trainiq Connect. We set it up for you, you install nothing. Participants pay, the invoice sits in your bookkeeping, and a deal you win in your CRM shows up as a client in Trainiq.
Three steps, of which you do one
You keep what you have
Your own accounting package, your own payment provider, your own bank account. Your accountant notices nothing of the switch, except that the invoices now arrive by themselves.
Ready before you go live
At the start we prepare the connection based on your ledger and VAT codes. Use a package we don't know yet? Then we set it up, usually within two weeks.
Invoice, payment, bookkeeping
A participant pays, the invoice sits in your bookkeeping, the payment next to it. If something does go wrong, you see it on the invoice itself, with the reason and a button to try again.
These are already waiting for you
You choose payment and bookkeeping separately. Mollie with Moneybird, Stripe with Exact, Mollie with Informer: any combination works.
Your CRM, your messages and your reporting too
The same connection that carries your invoices into your bookkeeping puts other things in the right place as well. These are the connections training providers use today.
CRM
A deal you win in HubSpot shows up as a client in Trainiq, with the contact person and the agreements, ready to book for. You check it, nothing more. Pipedrive or Salesforce? Mention it at the demo.
Messaging
A paid booking or tomorrow's reminder arrives as a message where your team is looking. To the participant too, if they said yes to that.
Reporting
Bookings and revenue in your own BI dashboard, kept up to date by itself. No loose spreadsheets, no Friday-afternoon exports.
E-learning
Whoever books is in their e-learning the same day. Progress and completion come back into Trainiq, on the booking.
AI assistants
Your own assistant, or your e-learning partner's, reads planning and availability from Trainiq. You confirm any proposal. Read how it works.
You are never stuck with what happened to be there
Every connection in Trainiq is the same connection. That is why a new package costs us days instead of months. If you switch accountant or payment provider, we switch the connection, not your administration.
What training providers ask us about this
Works with what you already have
In fifteen minutes we show you how your bookkeeping, payment provider and CRM hook into Trainiq. With your own packages, not an example.
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