One client, one organisation
Ledger, VAT, documents, and users are separated per client. Nothing leaks between files, and nothing is shared that should not be.
Take on the portfolio
Every client sits in its own set of books. Your practice reaches all of them without a second login.
A portfolio view over every entity
See which clients are reconciled, which are behind, and what is due next, before you open a single ledger.
Seats for your team and theirs
Invite colleagues and clients into the files they belong in. Roles decide who posts, who uploads, and who only reads.
Unlimited bank and PSP connections
Connect every account a client uses, or import statements. No cap on feeds, no per-connection charge.
Close it without the scramble
The statutory work runs off the live ledger, so a closed month stays closed and a report never disagrees with the books.
Locked periods and a full audit trail
Close a period and it stops moving. Every posting, edit, and approval is logged with who did it and when.
Filing-ready statutory reports
Balance sheet, income statement, trial balance, and VAT return, generated live. No export, no spreadsheet, no version drift.
Fixed assets that post themselves
Register an asset once. Country-correct depreciation posts into that client's books every month, and reconciles against what is already booked.
Multi-currency, booked correctly
Foreign invoices, foreign settlements, and the exchange difference between them land where an auditor expects to find them.
A VAT current account that ties out
Payments to and from the tax authority post like a bank feed, so what you filed and what you owe stay reconciled.
Stop keying what software can read
The repetitive half of bookkeeping is automated and reviewable. The judgement stays with you.
AI categorisation you sign off
Transactions arrive with an account and a counterparty proposed. Write actions wait for approval, so nothing posts behind your back.
E-invoicing over Peppol, included
UBL send and receive on every client file. Inbound e-invoices arrive as drafts already matched to a supplier.
Documents read on arrival
Purchase invoices and receipts are parsed, matched to a transaction, and filed against the entry they justify.
How we price a practice
- Quoted on your portfolio
- We price on the number of client companies you carry and the people who work in them, not on a public tier you have to fit into.
- Nothing metered
- Bank imports, e-invoices, and document capture are included. Volume never turns into a surprise line on the invoice.
- One agreement, every client
- Add and retire client files as your portfolio moves. Billing follows the practice, not a per-file checkout.
- Migrated for free, by us
- Our team moves your client books in at no cost. Bring the trial balances and open items; we do the setup, you check the numbers.
Practice FAQ
- Who is the practice offer for?
- Accountants, bookkeepers, and fractional CFOs who keep the books for several client companies. Each client gets its own organisation with full data separation, and your practice reaches all of them from one login.
- What does it cost?
- We quote each practice on its portfolio: how many client companies you carry, how many people work in them, and what you need us to take over. Tell us about your firm and we will come back with a written proposal.
- Can my clients also log in?
- Yes. Each client entity works like a shared workspace. Your clients can log in to review transactions, upload invoices, and see reports, while you keep control of the books.
- Do you charge per transaction or per e-invoice?
- No. Bank imports, UBL and Peppol e-invoices, and invoice OCR are included. Nothing in your portfolio gets metered by volume.
- What if a client needs their own subscription?
- They can subscribe to a Business plan independently and you can still be invited as a member of their books. Same ledger, separate contract.
- Who does the migration?
- We do, for free. Send us the trial balances, open items, and history you want to keep, and our team sets up each client file. You check the numbers, we handle the moving.
- Can we try it before we commit?
- Yes. Open a free trial account, put a real client in it, and close a month. We will scope the practice agreement alongside the trial.
Tell us about your practice
Send us the shape of your portfolio and we come back with a written proposal, plus a migration plan for the clients you want to move first.