AccountKit

About us

AccountKit is the operating system at the heart of your firm. Built by accountants who understand the reality of running a modern practice, it standardises workflows, automates repetitive compliance work, and gives you complete visibility across your entire client base. It also provides powerful control over the apps you already use and trust. The result is a more consistent way of working that keeps your team aligned, efficient, and confident in delivering for clients.

True efficiency comes from capturing all the different types of work your firm does and standardising the underlying processes behind them. AccountKit gives you powerful views that surface what matters most, when it matters. Combined with deeply integrated document management and email, this dramatically reduces context switching and keeps priorities visible wherever your team is working. Seamless integration with tools like Microsoft, Google, and more cuts unnecessary clicks and helps ensure work is done correctly the first time.

Compliance automation is the cherry on top. From inter-entity loan reconciliations to equipment finance and business structure diagrams, AccountKit centralises, streamlines, and standardises time-consuming everyday work. These tools remove friction from compliance while providing confidence that everything is being done properly, every time.

AccountKit brings everything together and powers how work flows through your practice. It’s where your team collaborates, where client data connects, and where you gain the visibility needed to make better, more informed decisions.

AccountKit's plans, tools & integrations
COMPLIANCE PLAN - These are advanced accounting tools that support the compliance function; Great for standardising and automating entries ready for year end tax work and ongoing management reporting.
- Inter-Entity Loan tool - Link up multiple Xero orgs across a group and automate the reconciliation process including auto-match and bulk coding of transactions between Xero files via journal.
- Equipment Finance - Build finance schedules and automatically post purchase, non-current/current assignments and interest journals direct into Xero.
- Account Reconciler - Reconcile any non-bank account from Xero with the ability to link verifications, post adjustments and click direct through to Xero.
- Amortisation Scheduler - Build schedules that amortise a value (like a prepayment) over a defined set of periods, which then post the applicable entries direct into Xero.
- Franking Account Reconciler - Utilise this tool to track imputation credits for private companies.
- Client Maps - Utilising your data you can build business structure diagrams for your clients and team or map out software utilised or anything that you'd like to represent visually.
- Basic workflow including custom work types and flow types, your daily plan and projects dashboards and XPM timesheet integration. You also have the ability to create custom views to view the information important to you across list, kanban and timeline views.
- Basic document management with no e-signing.

PROFESSIONAL TIER - This includes ALL of the Compliance Tier, but expands the functionality to a light CRM.
- Full document management (see below)
- Dashboards for BGL and Birthdays
- Correspondence register for client notes about meetings, phone calls, emails, adhoc notes including a gmail and outlook addon and templates.
- Professional development register for tracking any training completed by your team including a place to save any notes taken + linked back to source notes in your document management.
- Important Items Register is where you can track anything important that would normally sit inside a spreadsheet; It's a place for trust deeds, wills, land title certificates, laptops, swipe cards and where relevant, it's linked back to a source document in your document management.
- Extended workflow functionality with templates and linked work instructions. We provide some basics you can start with.
- Document management extends to full functionality including e-signing integrations (see below)

PRACTICE TIER
- Advanced workflow becomes available here extending functionality to complex repeating template functionality (with custom items per client) and email connection.
- The Knowledge Centre is a central place to keep all of your policies and processes which you can link back to your workflow task templates.
- Advanced permissions enables you to tightly control who can see what data by locking down visibility and edit rights across tools and client data. For example, the partners private information or a client with highly sensitive information.

INTEGRATIONS
- Document management through your chosen provider (eg. Sharepoint, GoogleDrive, Box, Dropbox, Suitefiles, FYI). Includes drag and drop, bulk folder creation from templates; document templates; Renaming of files; Editing of PDFs; Editing of Microsoft documents direct.
- E-signing through your favourite provider such as FuseSign or Annature including a dashboard for tracking AND auto-filing of documents upon completion of signing.
- Gmail & Outlook addons enabling saving / sending of data from AccountKit and any attached document management. Also provides information about your client, workflow and documents without leaving your email.

OTHER FUNCTIONALITY
- Guest access - guests can take the form of client solicitors or bookkeepers, or even clients themselves. You control what they can see and edit across most areas of AccountKit.