Dext
Receipt and bill capture (formerly Receipt Bank) — OCR and data extraction that feeds straight into your ledger.
Technology & software
We work in your software — not ours.
We work fluently in whatever your practice already runs — from QuickBooks and Xero to Sage, MYOB, FreeAgent, Zoho Books and Tally — matched to your file, not ours.
The software we work in
Fluent across the platforms firms actually use
We’re comfortable across the cloud ledgers and tools common to each of our markets — QuickBooks and Tally included. If it’s on this list, we can work in it.
QuickBooks
Xero
Sage
MYOB
FreeAgent
Zoho Books
Wave
Tally
Dext
A2X
Karbon
Fathom
Capture, e-commerce & practice tools
The connective tissue
A2X
E-commerce accounting — clean, reconciled settlement data from Amazon, Shopify and marketplaces into your books.
Karbon
Practice management — we work inside your workflow, jobs and client tasks rather than alongside them.
A note on data-capture tools: Xero retired Hubdoc in May 2026, and its successor, Xero Files, stores documents without extracting data. Where firms previously relied on Hubdoc, we work with Dext or an equivalent so your capture-to-ledger flow keeps running.
Capabilities
More than data entry in a different window
Set-up, clean-up & migration
New file builds, chart-of-accounts clean-up and migrations between platforms — done carefully, with opening balances tied out.
Management reporting
Periodic packs and management accounts formatted to your template, so the numbers are decision-ready, not just compliant.
Controls that travel with the tools
Whatever the platform, access is least-privilege and MFA-protected and documents move through secure transfer.
Matched to your stack
We don’t ask you to switch systems. We learn your software, your conventions and your review points and work within them.
Let’s talk
Tell us what you run, and we’ll meet you there.
Whatever your software, we’ll confirm the fit and how we’d work inside your file — before you commit to anything.