AccountKit

AccountKit is a workflow and compliance automation toolkit built for accountants with a variety of tools to streamline, automate and bring visibility around their client world with integrations to the best-of-breed apps in the Xero ecosystem.

Some of the headline tools include Workflow, Correspondence Register (Email, phone call summaries, meeting notes), Business Structure Diagrams, Inter-entity Loan Reconciliation and Equipment Finance.

Made by accountants with love.

High performance accounting software

AccountKit's workflow and compliance automation toolkit makes it easy for accountants and bookkeepers to perform at their absolute peak.

50+ 5-star reviews on the Xero App Store.

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Powering Australia's Most Successful Accounting Firms

All the tools you need to perform any task with ease

AccountKit’s suite of time-saving tools is designed to help you get more done faster, easier and more collaboratively.

See everything at a glance

Get a centralised view of all mail, client correspondence, equipment finance schedules, client structures and more across each client group.

Powerful workflow management for accountants and bookkeepers

Manage all your tasks in one place. Easily create recurring tasks to save time, set reminders and connect projects across any team, client or client group.

Make AccountKit your own

Showcase your brand by customising AccountKit with your practice's colours and logo.

Give your practice the power to perform

Pick and choose from AccountKits tools and integrations at your disposal for ultimate efficiency and visibility!

Tools

Pick from a variety of tools all built specifically to streamline different parts of your practice.

Workflow

Standardise the way you work and with a single click see exactly what your team are working on.

Integrations

Bring along your own favourite apps so that you are only ever a couple clicks away from your client data.

To perform any task with ease

AccountKit has a tool for every part of your practice leaving no area that you can't automate, standardise or streamline. Pick and choose the tools that work with the rest of your app stack.

Workflow management built for accountants & bookkeepers

Easily create recurring tasks to save time, set reminders and connect projects across any team, client or client group.

View exactly what you need, when you need it

Create custom views in any tool and save for use individually or across your team. See more at a glance with AccountKit’s intuitive, user-friendly layout.

Customise your toolkit

Access AccountKit’s core suite of time-saving tools with your basic subscription, and choose add-ons to take your business to the next level.

No business is the same, so we think you should have the freedom to pick and choose which tools are in your app stack.

Make AccountKit your own

Showcase your brand by customising AccountKit with your practice's colours and logo. Your team will feel more at home and your clients will love the look of the reports.

Seamlessly integrate with Xero & other apps

Integrate AccountKit with a wide range of cloud software apps, do more in one place and achieve greater efficiency and visibility across your business.

Central Client View

See everything about your clients by group or individually.Central Client View

Security

Security is front and centre with management systems, backed by ISO27001 Certification.Security

Beautiful

Stunning user interface, customisable to your practice.Beautiful

ROI

Save 100's of hours a year and free up your team for high-value work and delight your clients.ROI

Simple Setup

Connect XPM to import your clients and you're up and running in minutes.Simple Setup

Integrations

Connect your favourite apps for immediate access to your shared information.Integrations

Delight your team

Free your team from mundane day-to-day tasks and provide opportunities for growth.Delight your team

Consistency

Standardise how you work to maximise efficiency and reduce the chance of errors.Consistency

Reporting

Utilise reporting insights to drive meaningful client conversations.

Cost breakdown:

• £50 base cost (unlimited users)

• Approx. £5 per Xero connection (this is actually tiered based on volume)

• £35 per user for Workflow & Correspondence register.

https://www.account-kit.com/pricing