AccountKit

Practice Manager , Reporting , Accounting

A suite of tools to assist accountants with the administration, compliance and advisory areas of their practice.

A suite of tools to assist accountants with the administration, compliance and advisory areas of their practice.

View integration details

About AccountKit

AccountKit is a toolkit made specifically for accountants to automate and streamline some of your day to day administrative, compliance and consulting functions by reducing the number of clicks it takes to achieve every day tasks.

Equipment finance automates the posting and reconciling of your equipment loans, while the inter-entity loan tool enables you to reconcile loans between entities on the one screen without having to login to the underlying Xero file.

Our client group page then consolidates a view across all tools including: Dashboards from BGL and NowInfinity; a snapshot of all inter-entity loans, business structure diagrams, equipment finance schedules and associated communication, mail and important documents; All to give your team total visibility in one place about each client group with minimal clicks.

Explore all Features of AccountKit

AccountKit + Xero

AccountKit can be used stand alone, but the real efficiency comes when you connect to Xero Practice Manager and Xero.

We have a two way integration with XPM syncing all client details from addresses to phone numbers and contacts through to relationships. We utilise this information so you can quickly build business structure diagrams making changes and corrections to your XPM data direct from the diagram itself. Your other client details are used for the various client registers such as the mail register, correspondence register, important documents register, professional development register and franking account register.

Our equipment finance, inter-entity loan and fuel tax credit calculator integrate with blue Xero to automate or streamline the associated compliance functions that are usually a highly manual process in your day to day thereby freeing up your compliance team for higher value work.
 

Getting started

Integrating with XPM is as simple as heading to the integrations page and authorising the connection. All client information will sync in moments having you up and running in minutes.

Once integrated with XPM, integrate each client to Xero blue for a full sync of your clients Xero data, ready to use within the equipment finance, inter-entity loan and fuel tax credit tools.

More details can be found here: https://www.account-kit.com/integrations

Explore how to setup AccountKit

Summary


Added on

01/06/2016

Integration details


Xero

Countries

New Zealand, Australia

Languages

English

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