Works with the tools your team already runs on
Cradle integrates with the practice management and CRM systems where your client information already lives — FYI and Xero Practice Manager for accounting firms, Xero for the broader Xero ecosystem, HubSpot for sales and service teams, and Microsoft Teams for firms on the Microsoft stack. Caller ID against the right contact, click-to-call from any record, automatic call logging into the right timeline, and AI summaries that write back into the system you already use.
FYI
From phone call to action — automatically. Cradle and FYI work together to turn conversations into outcomes. Calls can generate AI summaries, draft emails, and even timesheet entries — without anyone needing to write notes. Perfect for: accounting practices that want fewer admin tasks and better follow-through.
XPM
Purpose-built calling for accounting practices. Cradle integrates directly with Xero Practice Manager to show your team who is calling, let them jump straight in to helping their clients, route calls to the right person for each client, and ensure you never miss billable time. Customised reporting tools let you see your firms activities at a glance and improve how you spend your time.
HubSpot
Cradle’s HubSpot integration brings calling directly into your sales and support workflows. When a call comes in, you instantly see who’s calling, who owns the relationship, and where they’re at in your pipeline. Calls are logged automatically, complete with recordings, AI summaries, and action items.
Xero
Xero is an everyday requirement in businesses like ours and yours, and connecting it to Cradle adds to the wealth of information you have stored in your accounting system
MS Teams
Cradle integrates with MS Teams, so your communication channels aren't stepping on each others' toes!
How Cradle integrates with your practice management system
For accounting firms, FYI is the deepest integration. Every call logs as an FYI activity against the matching client, with the AI summary, recording link, and (on FYI Elite with FYI AI) a draft billable time entry against the right job. The team stops re-typing call details after every conversation.
Xero Practice Manager covers caller identification (XPM client-list match) and click-to-call from XPM client records today. Full activity logging, AI summaries into XPM activities, and time-entry-to-job posting are coming in 2026 — firms needing full logging today usually run Cradle alongside FYI.
Xero (the accounting product, separate from XPM) covers the contact list in core Xero — caller ID and click-to-call against Xero contacts.
How Cradle integrates with your CRM
When a call comes in, Cradle matches the inbound number against the CRM contact list and shows the matching contact, company and (where applicable) deal stage on the desktop app — before you answer. Click-to-call works from any phone number inside the CRM. At hangup, Cradle writes the call as an engagement against the matching contact and company, with direction, duration, recording link, AI summary and (for voicemails) the transcript.
HubSpot is the deepest CRM integration — caller ID, click-to-call, automatic call logging into the contact and company timelines, customisable AI prompts, property updates that trigger HubSpot workflows, and (on Cradle Professional and Enterprise) HubSpot Conversation Intelligence via Advanced Call Recording.
Microsoft Teams runs alongside Teams rather than replacing it — Cradle handles the calls, Teams keeps the chat and meetings.
The dedicated integration pillars
- Cradle for FYI — accounting firms running on FYI.
- Cradle for Xero Practice Manager — accounting firms running on XPM.
- Cradle for HubSpot — sales, service and customer-success teams running on HubSpot.
Don't see your software here?
Cradle has a REST API and webhook callbacks that we use ourselves for the integrations on this page. If your team runs on something we don't cover natively, get in touch via /contact or book a 30-minute call— we'll talk through whether it makes sense for us to build it.
See also the accounting-firm phone system page for the broader workflow story, or the Cradle ROI calculatorif you'd like to model what Cradle would cost and save for your team.