Accounts: your practice finances, together
Accounts is a new Pro add-on that brings your practice money into one place: what you have earned, what you are owed, and what to send your accountant.
What changed
Accounts includes:
- A financial overview of earnings, outstanding balances and deposits
- Transactions, expenses, reconciliation and VAT
- An export pack for your accountant
- Connections to Xero, QuickBooks and Sage
Why it matters
Month end is clearer. You are not piecing figures together from separate tools.
How to use it
- Open Accounts from the back office. It is included with Pro.
- Check the overview, then record an expense or review a payout.
- Export for your accountant, or connect your accounting software when you are ready.