AccountKit

Bad data can lead to compliance risks, wasted hours, and frustrated clients. Trace issues within minutes using an audit trail, correct the data and avoid major setbacks. In our recent webinar session, Shaye and Anna discussed how accounting firms can prevent data disasters with clean workflows, automation, and fixes for common issues like address errors and multi-entity loan tracking. You’ll see how clean data isn’t just nice to have—it’s the key to better client outcomes and smoother operations. Watch the replay here: https://hubs.ly/Q036Jp6m0

Your team gets a client email. Someone writes down the task on their notepad. Visibility is lost and no one is entirely sure what is going on. The team isn’t sure who’s handling it, and by the time it’s needed, the task is gone or overlooked. This disconnect between client emails, tasks, and the team leads to missed follow-ups and confusion. In our upcoming AccountKit Overview session tomorrow, we’ll show you how our Workflow, Correspondence Register tools and Document Management Integrations link tasks to client emails and calls to keep everything clear. See exactly what’s due, who’s working on it, and when it needs to be done. Register for the webinar today 👉https://hubs.ly/Q036Jly20

👊 One small data mistake. One huge ripple effect. A client’s address update triggers incorrect invoices. Multi-entity reconciliations spiral out of control. Before you know it, the day’s wasted fixing issues that could’ve been avoided. Tomorrow, 𝗦𝗵𝗮𝘆𝗲 𝗧𝗵𝘆𝗲𝗿 of 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗞𝗶𝘁 and 𝗔𝗻𝗻𝗮 𝗔𝗴𝗮𝘁𝗶 of 𝗦𝗼𝗳𝗿𝗮 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀, will break down how to avoid these common data errors, simplify multi-entity reconciliations, and fix accounting workflow bottlenecks using AccountKit. Walk away with real examples of firms cutting down on manual work, reducing errors, and staying productive even when things don’t go as planned. Fewer errors. Smoother workflows. More time to focus on clients. Register now 👇 https://hubs.li/Q035Wt9y0

Most practices have limited visibility into what’s really happening.  Sure, you track compliance work—tax, BAS, FBT—but what about internal projects, onboarding new clients or team members, or key practice-wide initiatives? This lack of visibility leads to inconsistent processes and leaves team members guessing without proper instructions to guide them. 👉https://hubs.li/Q035KvCV0 𝗛𝗲𝗿𝗲’𝘀 𝗵𝗼𝘄 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗞𝗶𝘁’𝘀 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽: • 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗲𝗱 𝗰𝗼𝗻𝘀𝗶𝘀𝘁𝗲𝗻𝗰𝘆: Reduce the scope for mistakes and drive consistency, by utilising repeating templates with accompanying work instructions. • 𝗧𝗲𝗮𝗺-𝘄𝗶𝗱𝗲 𝗰𝗹𝗮𝗿𝗶𝘁𝘆: Use custom views and your dashboards to keep on top of everything that is important to you and the team. • 𝗧𝗶𝗺𝗲 𝘁𝗿𝗮𝗰𝗸𝗶𝗻𝗴: Always know what you’ve worked on, by posting time direct into XPM without ever leaving the task. Once you’ve tried it, you’ll wonder how you ever managed without it. ✨ Workflows that work—finally: https://hubs.li/Q035Kw180

😖 Ever fixed one mistake in a client’s database, only to uncover ten more? A simple data entry issue can lead to reconciliation headaches, incorrect reports, and wasted time. In this webinar, Shaye Thyer and Anna Agati will walk you through real examples of accounting firms facing and fixing these issues. Hear how they handle multi-entity reconciliations without drowning in spreadsheets, and why clean data is key to smoother operations and fewer surprises. If you’ve ever had to spend hours fixing what should’ve taken minutes, this is for you. 🗓️ 𝗪𝗵𝗲𝗻: 13 February, 1:15 PM AEDT 🎙️𝗦𝗽𝗲𝗮𝗸𝗲𝗿𝘀: Shaye Thyer & Anna Agati Save your future self some headaches. Register here: https://hubs.li/Q035wJ-T0

Time is everything when you’re running a practice. Get an insider’s look at the newest AccountKit features tomorrow 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝟲𝘁𝗵 at 𝟭𝟮 𝗣𝗠 𝗔𝗘𝗗𝗧 with AccountKit founder Paul Murray, who’ll show you how to optimise your workflow and simplify everyday tasks. Learn how the newest features can sort out your workflows and save hours every week. Stick around for a live Q&A—your chance to get answers and share ideas for making AccountKit even better. Grab your spot and join us—we’d love to see you there. 🚀 https://hubs.ly/Q034DNTW0

Someone goes on leave, and suddenly, everything’s out of sync. You’ve got jobs scattered across tools, endless follow-ups, and you’re left asking, “Who’s handling this now?” AccountKit’s Workflow dashboard gives you a bird’s-eye view of everything. See who’s assigned to what, and reassign tasks with a simple drag and drop. You can even manage unassigned work in seconds. It’s how workflows should be, so your team can stay in sync even when someone’s out.

AccountKit updates are coming your way, and we’re making sure you don’t miss a thing. Paul Murray, the founder of AccountKit, is ready to show you how the newest features can take the hassle out of your day, making your work faster, smoother, and less repetitive. Find out how to save time and reduce clicks in your daily tasks. Paul will also answer your questions and hear your ideas to make AccountKit even better. Don’t miss out. Save your spot now: https://hubs.li/Q034DNm40

Inter-entity loans don’t spiral out of control all at once. It’s the little things—a modified transaction here, a spreadsheet transcribing mistake there. Spreadsheets are familiar and a great tool, but one typo, one modified transaction, or missing data can result in hours of frustration trying to fix the mess. Our Inter-Entity Loan Tool connects Xero organisations, syncs transactions automatically, and reconciles them with just a few clicks. Think of it as your favourite spreadsheet, but smarter and automated.

Setting up all recurring tasks for your practice can be a major productivity blocker. The time spent on admin to set them up could be better used to focus on the actual work. Think about quarterly or monthly BAS jobs—tediously tagging clients, setting due dates, and aligning schedules for every single one. With AccountKit you set them up once and the system will handle the rest. Each task auto-generates like clockwork, saving you hours of admin work every quarter. How do you handle your repeating activity statements? Share your thoughts in the comments below! 👇