Multi-client accounting and bookkeeping solution
Powerful tools for accountants and bookkeepers managing multiple clients. Streamline bookkeeping, VAT returns, and year-end preparation.
Overview of all clients and their status.
Quickly switch between client accounts.
Clients using any business program (main app, tradesperson, supplier, freelancer, services, etc.) can grant you access from Settings or Program Hub. Once granted, all their data (invoices, receipts, income, expenses) is visible here in one place.
Streamlined process for new clients.
Import from other accounting software.
Control what staff can see and do per client.
Capture receipt photos; text and amounts are auto-detected (OCR). Split a single receipt into multiple lines and assign each line to an expense category (e.g. materials vs tools, or fuel vs personal). HMRC-ready categorisation.
Automatic bank transaction imports via a compliant Open Banking / provider integration. UK provider-backed setup still needs implementing.
Manual bank-account setup, CSV statement import, and invoice/receipt matching are available now.
Automatic bank-transaction categorization rules engine is still to be built.
Manually match imported or entered bank transactions to receipts.
Handle international transactions.
HMRC MTD/provider-backed filing still needs proper live integration and compliance setup.
Calculate VAT returns now; live HMRC/MTD submission via an approved provider still needs completing.
Comprehensive tax code management.
Construction Industry Scheme tracking.
Generate tax-ready reports and exports.
Detailed P&L statements.
Comprehensive balance sheet reports.
Cash flow statements and forecasts.
Trial balance reports for audits.
Build custom report templates.
Guided year-end process.
Make year-end adjustments.
Automatic depreciation calculations.
Prepare accounts for Companies House.
Create accounts for your team members with custom access levels.
Define roles like Senior Accountant, Secretary, Trainee with appropriate permissions.
Track who did what and when across all client accounts.
See at a glance what each team member is working on.
Manage staff holidays and redistribute workload.
Create and assign tasks to specific staff members.
Set due dates with automatic reminders.
Create templates for monthly, quarterly, and annual tasks.
Schedule reminders to contact clients.
Set urgency levels and sort by importance.
Add notes and files to tasks for context.
Clients grant you access from any program (tradesperson, supplier, main app, etc.) via Settings or Program Hub. No data is shared until they allow it.
Once permission is granted, you see the client's invoices, receipts, income, and expenses from the main app and all other business programs they use.
Request access to client business data from other system users.
Import client accounting data from their connected business accounts.
Keep data synchronized with client invoicing and receipts.
View client data without ability to modify their records.
Export client data for reporting or analysis.
Promote your accountancy services within the platform services directory.
Get featured placement in search results and recommendations.
Create and display service packages with pricing.
Display ratings and reviews from satisfied clients.
Manage enquiries from potential clients.