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Up to 5 staff

Let the software do the work you’d hire a junior for

In a firm of one to five people, every hour spent matching loan accounts or keying journals is an hour off client work. AccountKit runs the repetitive jobs from the client list you already keep in Xero Practice Manager.

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Task PlannerPMPaul Murray⌄
September 2026Today
AgendaDayWeekMonth
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1:19 pm
Bull InvestmentsCompliance Tax · 11 am
Daily PlanToday3 of 6 done
  1. 1)Buy milk
  2. 2)2024/25 | Compliance Tax | Bull Antics Pty Ltd
  3. 3)2025/26 | Apr–Jun | Business Activity Statement | OD & NM Seton
  4. 4)2023/24 | Compliance Tax | Bull Investments Pty Ltd
  5. 5)2023/24 | Compliance Tax | Bull Property Investments Pty Ltd
  6. 6)2023/24 | Compliance Tax | Bull Nominees Pty Ltd

＋ Select a task or create a reminder

My Projects
  • Website Update | Cloud Accountants
  • 2025/26 | Compliance Tax | Bull Antics Pty Ltd
  • Team EOY Retreat 2025 | Cloud Accountants
  • Complimentary Client Review Meeting 2026
  • Onboarding – Client | Bull Antics Pty Ltd
  • 2024/25 | January | Business Activity Statement

＋ Select a task or create a reminder

Illustrative AccountKit Task Planner · sample data

Where it gets stuck

Where a small firm’s hours quietly disappear.

None of this is hard work. It just repeats, and in a small firm there’s nobody else to hand it to.

What fixes it

Inter-entity loans

The tool pairs both sides of each loan across the client group, clears the matches and leaves only the exceptions, then posts the matching journals to Xero.

See the inter-entity loan tool

Where to start

A starting stack that earns its keep in the first month.

Connect Xero Practice Manager, then switch on the tools that take the most time off your week.

  1. An accountant checking client paperwork at a desk

    01Reconciliations

    Inter-entity balances that clear themselves.

    Match both sides of each loan across a client group and post the journals to Xero, with the account reconciler for anything left to check.

    See inter-entity loans
  2. An accountant reviewing working papers with a calculator

    02Schedules

    Finance agreements set up once.

    Equipment finance and Division 7A keep their data from year to year, so a schedule is a review rather than a rebuild.

    See the tools
  3. An accountant working through client records on a laptop

    03Workflow

    Keep the next job in view.

    Basic workflow and My Daily Plan are included on Compliance. If you need repeating jobs created automatically, choose Practice.

    See workflow
Jacqui Trumper, Black Cat Accounting
Black Cat Accounting · Four years old, run by one accountant

A sole practitioner putting off the first hire

Black Cat Accounting stays a one-person firm by letting the software do the work.

“I do nothing. I just go in there every now and then, see the ticks are green, and then move on with life.”

Jacqui Trumper, Black Cat Accounting
person running the firm, with the first hire put off
1
tools that cover the subscription on their own: workflow, inter-entity and equipment finance
3
years of a finance loan’s entries, at most, run from one setup
5
Read the Black Cat Accounting story

Plan fit

Start with Compliance if schedules are the main need.

Every plan includes five users, so a firm of up to five pays for the plan, not for seats.

Usually the right planCompliance

  • Equipment finance
  • Inter-entity loans
  • Account reconciler
  • Correspondence register for mail
  • Basic workflow
  • 100 accounting connections, with five users included

Professional adds email integration, e-sign automations and advanced document management. Practice is the starting plan when full workflow or repeating templates are the priority.

Compare all three plans

The heart of your firm

Hand the repetitive work to AccountKit.

Start a trial with the client group whose loan accounts take longest to match, and see how much of the job is left once the tool has run.

Start free trialBook a demo

  1. Start a free 14-day trial

    Create the account and bring in the client list your firm already works from.

  2. Shape your AccountKit

    Choose the tools, views and workflows that match the jobs your team needs to run.

  3. Put it to work

    Use AccountKit with real client work and decide what belongs in your practice stack.