Streamline
All your bookkeeping data, easy automation
Easily source, process and automate your clients’ transaction data
Instant document capture
- Free mobile app for clients
- Auto-fetch invoices from suppliers
ACCURATE EXTRACTION
- Extract data with 99% accuracy
- Bank statement extraction
- Accelerated processing speeds
Smart Automation
- Set rules to automatically split or categorise transactions
- Hands-free ledger publishing
Easy Data Management
- Secure data storage and archiving
- Connect to your accounting software
- Smart bank feed matching
- Duplicate transaction alerts
Instant communication tools
- Targeted messaging via app or web to resolve bookkeeping issues
- AI-powered submission reminders
Optimize
In-depth analysis, insight and reports.
Full practice visibility to track and improve internal processes
Team efficiency tools
- Deadline tracking
- Client reporting and analysis
- Track workload and priorities at a glance
Firmwide process analysis
- Monitor firm efficiency over time
- Track workflows across multiple teams
- Onboarding visibility across your whole client base
Advanced Data Management
- Close the month faster with instant reports of missing documentation to share with clients
Premium business support
- Process efficiency consulting
- Bespoke client onboarding service
- Personal account management
