Unlimited bookkeeping accounts
No restriction on the number of bookkeeping clients you can set up
Work flow management
Create integrated and automated workflows for all of your accounting processes and staff. So you know, who is meant to be doing work and by when.
Direct bank feed
Down load your clients bank transactions at the touch of a button
Automated bank reconciliation
Tell the system which ledger a transaction belongs to and our software is smart enough to remember moving forward. Reducing time spent on the task
Customise your own templates
Templates can be easily customized or modified as per your requirements such as customization of fonts, background shading and layouts.
Bulk upload and send facility for sales and purchase invoices
Allows you to do multiple tasks in one action freeing up more time to advise your clients
Know exactly how much and client owes you at a glance and how long it's been outstanding
Automate those regular invoices whether it be monthly, bi-monthly, quarterly or annually
Quickly assess date with your client's annual allowances
Reimbursements are made easy
With our expense input organised by type (Allowance, Expenses, Payment from Personal Account etc.) and unique features such as Home as Office Expense you will always know how to get your clients the best return
Easily setup departmental bookkeeping
Upload and send subcontractor bills with incorporated CIS
Calculation making all your subcontractor billing needs simple and efficient
Personalise your invoices with your company/trading logo
Ability to automatically calculate and convert multiple currencies
Attach copies of all relevant documents to any transaction in multiple formats - no more searching through folder after folder of paper for that receipt!
Access to your client's accounts and dash boards on the go
Unique takings sheet
For cash taking clients to record exactly how much cash was received and the type of goods/service it should be allocated to leading to stress free reconciliation
Create client reference letter templates in system with all relevant information included when needed, with a few clicks
Seamlessly links with our self-assessment module for your tax return. No more re-keying critical information
Process dividends and produce dividend vouchers
Collect payments via GoCardless or Paypal
Collect payments easily with the help of automated collection system in the form of Paypal or GoCardless. It provides you direct debit facility and collect payments directly from customer’s bank account as well as reduce the transaction time for both the merchant and the customer.