Offer a branded, seamless client onboarding experience.
All clients need to do is connect bank feeds, instantly, fetching up to four years of transactions from any business or personal bank, card and loan account.
Everything you need to start your service is then ready to go.
Make light work of coding at GST or year end with a lightning fast cashbook.
Combine any number of bank, loan and card accounts, business or personal.
Transactions are pre-coded to known merchants, and AI-powered, bulk actions, with fast filtering, grouping & search lets you power through any job in minutes.
Draft and share GST or P&L reports with clients to review, comment and approve in real time, from the comfort of their inbox, ready to finalise and file.
No software for them to learn. No coding to do. Just results.
Coming soon, they'll even be able to pay GST at the click of a button.
Prices in NZT and exclude GST.
*Client Profiles (available early 2025) will enable you to combine bank accounts, categories and clients into unique entities for reporting purposes, eg "Joe's Plumbing Business" or "McDonald's Rental Properties"