The right software,
set up properly from day one.

Real-time accounting needs good software underneath it. If you don't already use Xero or QuickBooks, we can provide the licence and set it up for you, so you're ready to go from the start.

Add-on

What's included

What you get.

A Xero or QuickBooks licence, provided through us
Setting up your accounting software for your business
Connecting your bank feeds, so transactions flow in automatically
Moving you across from spreadsheets, at no extra cost
Your software subscription on the same monthly bill as everything else

Real time

The foundation for live figures

Once your bank feeds are connected, transactions flow straight into your books, which is what keeps your figures current all year.

Your portal's financials, status board and automations all build on the same software, so everything stays in step.

Low touch

What we need from you.

Authorise your bank feeds when we set them up. Your bank will ask you to confirm
Let us know if you already have a subscription you'd like to keep

Good to know

Good to know.

Already using Xero or QuickBooks? You don't need this add-on. We'll work in your existing software. If you'd like, we can also move your current subscription into our billing, so we pay it and it appears on your invoice instead of being paid separately.

FAQs

Common questions.

What does it cost?

It's a small monthly add-on to your fixed fee. You'll see the price when you get your fixed quote.

I already use Xero or QuickBooks. Do I need this?

No. We work in both, so we'll simply connect to the software you already have.

Can you take over my existing subscription?

If you'd like us to, yes. We can move your current subscription into our billing, so rather than paying the software provider separately, we pay it and it's included on your invoice. Just ask.