Invoices and collections
Invoices issued and received are kept in one place, and the balance follows from them: how much was invoiced, how much was collected, how much is left.
The debt that needs a phone call today
What has not been paid is split by age, so it is clear which one needs a call today and which one can wait. A single list of everything unpaid does not make that distinction — and that distinction is the work.
The invoice and the question about it stay together
A question about a particular invoice stays with that invoice. This seems small until someone looks for it a week later — then it is the difference between an answer that is ready and a conversation read again from the start.
Exports
The invoice register and the account balance download as PDF or Excel when they are needed for a bank, for an audit, or simply for your own records.
Price
The price of the service and the work it covers are set by a contract between you and us — we discuss them directly, not through a web page.
Three steps from the request to an open file
- The first request Fill in “Become a client” and confirm your email with the code we send you. A person at the office reads every request.
- We open your file We open your business file and set what you see and what your staff see, usually within one working day.
- Everything in one place You receive an email with the link to choose your password, and from then on the file stays open: invoices, returns, documents and deadlines are right where you left them.
How do I send documents to the office?
Upload them straight into your business file from the Documents page — from a computer or a phone, even as a photo of a paper. A document uploaded twice is recognised and not added a second time.
Who sees my documents and my data?
You, and the people at the office who work on your file. Access is granted by name and by type: an office employee sees only the clients and sections assigned to them, and anything not assigned appears neither in search nor through a typed-in address.
Every view, change and deletion is recorded in a trail that cannot be rewritten — so the question “who saw this?” always has an answer.
How do I switch to you from my current accountant?
Call or write to us, and we will tell you what we need to pick up where the work left off — usually the returns already filed, the payroll lists and the employment contracts. They are uploaded to your business file from a computer or a phone, and are in their place from day one.
Your invoices, kept in order
Request a meeting or an account — we review the request and open your file. Already have an account? Sign in and pick up where you left off.