Accounting software that
helps you & your clients.

More resilient clients.

It's good for you and your clients to know where they stand financially in real-time. No longer do you need to wait until end of the month, or financial year.

We provide a current snapshot of their tax obligations compared to their bank accounts, giving them a clear Usable Balance to understand their available cash.

One of the biggest failures for businesses is not being aware of their tax obligations. We address this by enhancing your clients' financial resilience.

For each client, you can:

Communicate via messages about any account, transaction, or report, including providing attachments for year-end reviews or information requests.
View their liability position in real-time.
See how many transactions need attention (e.g., purchases over $1000 excluding GST that might be asset/liability/equity transactions).
Review any manually changed transactions by the business.
Review and file their GST returns.
Manage asset lists and set depreciation rates.
Browse and export standard reports like Profit & Loss and Balance Sheet.
Export Trial Balance and other accounting data in various formats for integration with your practice management software.

We are developing a complete end-to-end Financial Statements experience to save time and effort, just like your clients using Usable Balance.

Transactions classified automatically.

We auto reconcile bank transactions so your client doesn't have to. This is a major pain for advisors, as their clients often makes mistakes when doing so.

As part of this effort, we also match transactions to a legal entity, and trading entity then use a standard chart of accounts.

Imagine the time saved not having to re-code a majority of their transactions and knowing their position more accurately by default.

The additional benefit of properly matching transactions to valid entities helps if your client is ever audited.

Connect with your client in one place.

You can now question, comment and connect with your client over anything you see relating to their business that is an account, transaction, report or even just a general message.

Message them on their device and don't get lost in their email inbox. Messages can link to the information they need, updated in real-time, to ensure everyone is on the same page.

Standard chart of accounts across all clients automatically.

You are now able to truly benchmark your clients. Get a feel for where an individual client may need to be, or if they're ahead of their industry/region.

This feeds into additional opportunity to connect/advise your clients more intimately.

Easy re-coding if you need.

Sometimes the transaction is more unique than others, and you need to change to a different type of coding (i.e. asset, liability, or equity).

We make this easy, and simple to understand.