For accountants & bookkeeping firms
Every client’s books.
One command centre.
Stop juggling logins, spreadsheets and WhatsApp threads. Manage all your clients from a single workspace — and give each of them a trust guarantee you can actually point to.
Free to start · No card required · Your clients approve their own access
The trust contract
The hardest part of winning a client is trust. We put it in writing — in the software.
Business owners are right to be wary of handing over their books. So we built the guarantee into how access works, and we show it to them in their own account.
The business owns its data. Always.
You receive delegated access — never ownership. Nothing is copied into your systems, and if the relationship ends, every record stays with your client. That's not a policy, it's how the software is built.
They approve exactly what you can see
Your client chooses which parts of their books you can reach, and what you can do there. Ask for what you need; they grant it, narrow it, or decline — from their own SBB.
One click removes you
An owner can revoke your access at any moment, and it takes effect on the very next request. We show them that button plainly. Trust you can't withdraw isn't trust.
Everything is on the record
Every grant, change, sign-off and revocation is written to an activity log your client can read. Good practices have nothing to hide from it.
Built for a real practice
From a one-person practice to a firm with staff.
One queue across every client
What actually needs you today — items awaiting review, month-end sign-offs, and the documents you're still chasing — for your whole portfolio, sorted by who needs you most.
Staff see only their clients
Assign each person to specific clients. A junior sees those and nothing else — never the firm's whole book — and their role caps what they can do even on the clients they hold.
Nobody approves their own work
A bookkeeper's change is proposed, not applied, and a senior reviews it against the original value before it reaches the books. Not even a partner can approve their own proposal.
Month-end, thirty clients at a time
One board showing which books can close this week and what's blocking the rest — with your practice's own target dates, because you know your jurisdictions better than we do.
Stop chasing paperwork in WhatsApp
Request a document, and your client answers inside their own SBB. Both sides can see what's still outstanding.
Period report packs
Pull a client's figures for any period — money in, money out, net, and the category breakdown — drawn from their posted transactions.
How you get started
- 1Create your practice
Sign up and tell us you manage other people's books. That's your workspace — you don't need a business of your own.
- 2Invite your clients
Send a request using the email your client signs in with. They review exactly what you're asking for.
- 3They approve — on their terms
Your client picks which business, and can narrow what you're allowed to do before granting it.
- 4Work from one place
Their business appears in your portfolio with only the access they gave you. Add your staff and assign them per client.
Set up your practice in a couple of minutes.
Free to start. Your clients keep their data, and keep the right to take your access away.
Create your practice →Already managing clients here? Open your portfolio