AccountKit

2024 has been an incredible year—and we couldn’t have done it without you! As we look back, we launched new features, expanded integrations, and worked closely with accountants and bookkeepers to solve your everyday challenges. But we’re just getting started. In 2025, we’ll keep pushing the boundaries of what AccountKit can do. Our offices will close by the end of today and will return on January 6, 2025. Need help during the holidays? Our support team is here, though response times might be slower than usual. Let’s make 2025 your best year yet, see you next year!

Your clients deserve clarity. Your team deserves efficiency. Shannon Patterson summed it up beautifully. When you know where everything stands, nothing slips through the cracks. Wins like this make us love what we do. What’s your biggest win in 2024? Let’s see it in the comments 👇

Never forget a client’s birthday again (and look like a rockstar effortlessly!) Client relationships are the heart of any accounting practice, and sometimes, it’s the small things that make the biggest difference. Imagine delighting your clients by remembering their birthdays—without any extra effort. With AccountKit's birthday dashboard, you can: ✅ Automatically track and display client birthdays using the data you already have. ✅ Send a quick email or make a call directly from the dashboard to show you care. ✅ Strengthen relationships with simple gestures that make clients feel valued. ✅ Do the same for your team—celebrate milestones without revealing their age (if they prefer to keep it a mystery!). 🎥 Watch how this simple feature can help you build stronger connections and boost client loyalty. Sometimes, it’s not about the numbers—it’s about showing you care. #clientrelationships #clientdelight #accountingtools #efficiency #accounting #birthday #xero #accountant #XPM #accountkit

Did you chase another client for documents today? Let’s fix that! Tools like AccountKit and Content Snare can eliminate this tedious task. 🚀 Gather info without endless email threads. 🚀 Track submissions in real time. 🚀 Reduce clicks and errors by integrating these tools into your workflow templates. Find out how AccountKit makes it happen here: https://hubs.li/Q02-tbLT0

The secret to simplifying inter-entity loans (accountants, you’ll love this!) Managing inter-entity loans doesn’t have to be a tedious, time-consuming process anymore. Forget juggling browsers, highlighting spreadsheets, or manually posting journals—there’s a better way. With AccountKit's inter-entity loan tool, you can: ✅ Reconcile loans across multiple Xero files in one simple window. ✅ Post journals directly into the opposing entity without leaving the tool. ✅ Generate detailed reconciliation reports for month-end, quarter-end, or year-end in seconds. ✅ Save time and reduce errors, even with complex loan setups or multiple beneficiaries. 🎥 Watch this demo to see how this tool transforms a frustrating workflow into a streamlined process that takes minutes, not hours. Why waste time on manual processes when you can simplify it all with just a few clicks? Find out more about AccountKit on our website. #accountingtechnology #savetime #clientsuccess #efficiency #accounting #xero #loans #multientity #interentity #consolidations

Are your days spent fixing errors, and managing manual spreadsheets? Let's flip the script! Join us on 17 December at 12 PM AEDT to see how AccountKit can make that happen. 💡 Automate and standardise your compliance work 💡 Keep client communication seamless and centralised 💡 Simplify document management with deep integrations to your favourite DMS Get ready to spend less time managing manual systems, so you can spend more time helping your clients. Register here 👉https://hubs.li/Q02-t2F90 What’s stopping you from simplifying your work?

Stop wasting hours on equipment finance schedules. Let me show you how to manage it in minutes 👇 Managing equipment finance for clients can be a massive time drain. Building amortisation schedules, posting journals, reconciling repayments... It’s a lot of work, and most of it feels repetitive. But what if I can show you how do it all in a fraction of the time? With AccountKit's Equipment Finance Tool, you can: ✅ Build amortisation schedules in seconds with data from the bank. ✅ Post purchase and interest journals directly into Xero—no manual entry required. ✅ Quickly spot and fix mismatched repayments without digging through endless records. ✅ Easily handle one-off events like early payouts, refinances, or payment deferrals. 🎥 Watch this quick demo to see how this tool turns hours into minutes, helping you spend more time on what really matters—advising your clients and growing your business. Why keep struggling with manual processes when the solution is this simple? Check out more on our website. #AccountingTechnology #SaveTime #ClientSuccess #Efficiency #accounting #xero #automation #xpm #xeropracticemanager #equipmentfinance #technology

🤯 You’ve got clients to manage and decisions to make. But every month, inter-entity loan reconciliations drag you into a time-consuming cycle of spreadsheets and double-checking. It’s why this feature is one of our favourites—and the founder’s top pick. Before AccountKit, reconciling loans took many, many hours every month, where he would export transaction listings to Excel, manually match entries before post-correcting journals across a chain of related entities. These days it’s less than 5 minutes and it makes him smile every single time, it never grows old! Download the Inter-Entity Loan Reconciliation guide and see how automation can work for you: https://hubs.li/Q02ZLYVQ0

Feel like your workflows are all over the place? Centralise and standardise the way you work. Join our upcoming session to dive into AccountKit’s latest features and see how you can: The latest update to the new upcoming Account Reconciler tool. New improvements to the Correspondence Register. Key refinements to the Email extensions. Sound like something your team needs? 📌 Register now to see how smarter workflows can unlock your team’s full potential: https://hubs.li/Q02ZQ8Dg0 Got questions? Drop it in the comments, and we’ll answer it live!

Streamline compliance with AccountKit's ATO dashboard The ATO lodgement statistics tool is an absolute game-changer for accountants. It doesn’t just provide pretty graphs of your lodgement history; it adds functionality that makes compliance management smarter and faster. Key highlights: ✨ Year-on-year comparison of lodgement progress to track improvements. ✨ Reporting features that include client type, lodgement status, due dates, and even partner/manager assignments to streamline workflows. ✨ The exceptions report, which identifies mismatches between the ATO lodgement list and your internal records. ✨A proactive client re-engagement feature for when MyGov account changes accidentally disrupt services (a common pain point). This tool ensures your practice runs smoother by keeping your client list accurate and your team focused on adding value. If you're tired of managing ATO compliance the hard way, tools like this could save your sanity—and your time! How are you currently managing your ATO lodgements? 👇 #accounting #accountkit #ATO #ATOLodgement #xero #accountant #XPM