Start with the records
Review invoices, spending, supplier balances and bank reconciliation with the business owner. Follow supporting documents and posted entries when investigating a difference.
WORK BETTER TOGETHER
A clearer conversation with your clients.
Help business owners prepare their records, review the detail and understand the results.
Review and share
Use available financial statements, the trial balance and general ledger to support your review. Export supported reports for your working papers; options depend on the report and access granted.
See example statements →Prepare a move
Agree the starting date, opening figures and outstanding documents. Review validation and reconciliation before migration sign-off.
Open the preparation checklist →Access with clear boundaries.
An invitation gives access according to the assigned role. Growth includes up to 3 users and Professional up to 10, within one business per standard plan. Accountant access uses an available seat. Confirm your setup before working across multiple clients.
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