AccountKit | Inter-entity Loan Tool

Auto-match inter-entity loans across accounts and Xero files. Reconciled continuously, not at EOFY.

Inter-entity loans are one of the more tedious jobs in a multi-entity practice — matching transactions across accounts and Xero files by hand, then hoping nothing's missed before EOFY. This tool automates that process, using auto-match functionality to reconcile inter-entity loans across multiple accounts and Xero files, centralising them into a single place so accounts can be reconciled continuously rather than waiting for EOFY.

Firms using it report it saves hours each month and consider it invaluable when handling clients with multiple companies, particularly bookkeepers managing loan structures across a family group. Matching transactions post seamlessly once reconciled, so there's no manual re-entry once the match is confirmed.