Features
The building blocks of a modern accounting practice — assembled into one focused product.
Workflow templates
Build once, reuse across every client. Drag-and-drop reorder task steps. Attach descriptions and estimated minutes.
Client task scheduling
Assign a workflow with a frequency (weekly, monthly, quarterly, yearly) and Details generates tasks two months in advance.
Automatic time tracking
Start-stop timers on any task with rate snapshots for accurate profitability. Manual overrides for time you forgot to log. Only one active timer at a time — with a graceful hand-off prompt.
Workspace and calendar
See what's due, in progress or overdue. Filter by client, switch to a calendar view showing distinct workflow counts per day.
Entity hierarchy & billing rollup
Group parent and child clients. Bill each entity individually or roll them up into an aggregate parent invoice.
Invoicing and Xero export
Draft invoices auto-pull unbilled time and fixed fees for the period. Refresh anytime. Export a Xero-compatible Sales Invoice CSV in one click.
Profitability & utilisation reports
Compare tracked time cost against billed revenue by client, workflow and period. Understand where your firm makes money.
Multi-firm super-admin
On the Firm plan, operate across multiple firm workspaces. Switch context, provision new firms and users from a single console.
GDPR-ready
Data portability export, right-to-be-forgotten account deletion, consent tracking, HIBP leaked-password checks, and a full audit log.