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Coming soon Professional & Creative Services

Accounting software that knows a retainer from an invoice

For a small practice running monthly retainers, audits and tax filings: one place to log time against an engagement, bill a retainer, and see who is overdue, instead of three spreadsheets.

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A preview of the accounting firm screen, with sample data
A preview of the accounting firm screen, with sample data
Accounting firm · from$29a month, per shopWhat is included

A working day

A day in an accounting firm

Morning

Documents come in

A client sends bank statements, invoices and receipts, often as WhatsApp photos. A clerk opens the client's engagement and starts entering them.

Through the day

Time is logged

Every task, from vouching a bank statement to drafting a return, is logged against the client's engagement, not left to memory at month end.

Afternoon

Queries go back to the client

A missing invoice or an unclear payment goes back as a query; the senior reviews finished work before it is billed.

Month end

Retainers are billed

The month's logged time rolls into one retainer invoice per client, and the partner checks which engagements ran over budget before it goes out.

Mid-month

The firm's own return is filed

The firm's own sales-tax-on-services and withholding statements go in on the same compliance calendar as its clients' deadlines.

What goes wrong today

The problems it takes away

Work done but not billed

Hours and costs sit against a client for weeks before anyone turns them into an invoice.

A retainer that goes quiet

A client falls behind on a monthly retainer and nobody notices until someone runs an ageing report by hand.

A backlog that arrives months late

A client's statements and receipts turn up months behind, and what to charge for catching them up is unclear.

One client, three spreadsheets

Hours logged, the retainer balance and the next filing deadline live in three different places, not one screen.

What it does

Everything an accounting firm runs on

Parts marked Coming soon are on the way; founding shops get them first, at no extra charge.

One engagement, with its own deadline

Coming soon

Planned: a monthly retainer, an audit and a tax filing are each an engagement with its own staff, budget and statutory deadline, not a note in a spreadsheet.

Work in progress, visible before it's billed

Coming soon

Planned: hours and costs logged against an engagement show as work in progress until they are billed, so a fixed-fee audit shows over budget before it's finished, not after.

A running balance per client

Available

Every client's invoices, receipts and ageing are tracked the same way a shop tracks a khata: what they owe, and since when.

Vendor bills tracked as open items

Available

Rent, software subscriptions and a subcontracted specialist's bill are tracked as open items, the same engine as a client invoice.

Utilization, not just a payslip

Coming soon

Planned: a firm-wide utilization report, billable hours against available hours, falls out of the same time-logged record as an engagement.

A working paper, signed off

Live demo

An approval flow like this is already shown in our demo elsewhere. Planned here so a senior's draft can't reach a client before the partner reviews it.

A payment reminder on WhatsApp

Live demo

A retainer invoice or an overdue reminder pre-fills a WhatsApp message; a person presses send.

Who uses it

Each person sees their own day

Principal

sees work in progress and overdue retainers across every client before approving a bill.

Senior associate

runs several client engagements at once and drafts the financials or return for review.

Clerk / bookkeeper

enters and reconciles day-to-day transactions for assigned clients, without seeing other clients' fee arrangements.

Admin / receptionist

takes in client documents, runs the invoicing, and chases an overdue balance by WhatsApp.

Behind the counter

The whole business, not only the till

The screens for your trade sit on a full set of books. These parts come with it.

Accounts

Double-entry books, statements, period close.

Money

Cash, bank, cheques and reconciliation.

Purchasing

Orders, supplier bills and what you owe.

Sales documents

Quotations, orders, invoices, delivery notes.

Tax

Tax on every line, by your country's rules.

Staff and pay

One staff register, attendance, pay runs.

Fixed assets

Machines and vehicles, and their wear.

Reports

The numbers an owner asks for each morning.

Branches

More than one shop, one set of books.

The price

What an accounting firm pays

Accounting firm · Cloud

$29
per shop, per month
or $696 once, for 3 years

  • The till, stock and purchases
  • Real accounts built in
  • First till included
  • A year costs ten months
  • Pay once for 3 years and the last year is free
Book a demo
Pre-order

Accounting firm · Cloud + LAN hub

$45
per shop, per month

  • Everything in Cloud
  • Keeps every till selling when the internet drops
  • Tablets and kitchen screens on the hub at no extra charge
  • Pre-order: pay the Cloud price until the hub ships, then move up free
Pre-order the hub

Introductory price. Local taxes are added where they apply. A second shop costs the same as the first. Prices for countries without their own page, in USD, as of 28 Sep 2026.

Founding shops

The first 50 shops in each country get free setup and data import with a yearly plan, and today's price locked for two years.

Claim a place

This trade does not have its own price line yet. The price shown is our retail line, and we confirm it when we quote.

Straight answers

Accounting firms ask

Can I bill a monthly retainer with one click?

Planned: an engagement's logged time will roll into one retainer invoice; it isn't built yet.

Does it track work in progress separately from what's been billed?

Planned, as part of the same engagement record; today there is no dedicated engagement or WIP screen in the product.

Can I see which client hasn't paid this month?

Yes. Ageing by client is a standard report built on the product's accounts-receivable engine.

Do article clerks see other clients' fees?

That's the intent of role-based access; exactly who sees what per engagement is still being decided.

Do I need to be a Chartered Accountancy firm to use this?

No. It works the same for a statutory-audit practice or a plain bookkeeping and tax-consultancy firm; only your own professional registration decides what work you're allowed to sign.

See it run an accounting firm.

Twenty minutes on a call. We show your day on the screen, with your words and your stock.