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Accountants & Bookkeepers
product overview

Our award-winning productivity tools can grow your client base, add more value and help your practice save time. Your efficiency journey starts here– watch this video to learn more about Streamline.


All your bookkeeping data, easy automation

Easily source, process and automate your clients’ transaction data

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Instant document capture

  • Free mobile app for clients
  • Auto-fetch invoices from suppliers
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  • Extract data with 99% accuracy
  • Bank statement extraction
  • Accelerated processing speeds
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Smart Automation

  • Set rules to automatically split or categorise transactions
  • Hands-free ledger publishing
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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


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
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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
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Premium business support

  • Process efficiency consulting
  • Bespoke client onboarding service
  • Personal account management
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Support to succeed

We work hand in hand with firms to help them reach their goals with advice, training and resources. We’ve helped over 8,000 practices globally implement new technology, improve their processes and delight their clients.

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Simple, effective training for your team and your clients to help you get started, plus 24/7 support.

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Our experienced account managers help you with client onboarding, implementation and more.

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We go further for partners. Enhance your growth with exclusive materials, events and support.